Business Details
21 Years
experience
Professional Bookkeeping & Accountancy Services in Cambridge
Balancing Act Cambridge is a professional bookkeeping and accountancy practice established in 2005, dedicated to supporting small and medium-sized businesses across Cambridgeshire. Our team combines decades of experience with modern digital solutions, offering tailored services in bookkeeping, management accounts, year-end accounts, payroll, and software training. We prioritise transparency, security, and client relationships, using industry-standard tools like Xero, QuickBooks, and Sage while adhering to strict data protection protocols. Our approach focuses on simplifying financial management for clients, enabling them to concentrate on business growth.With a strong local network and certifications from the Institute of Certified Bookkeepers and Xero, we deliver reliable, compliant, and cost-effective solutions. Our fixed-fee pricing model ensures predictability, and our flexible service packages cater to diverse sectors including education, construction, and retail. Client testimonials highlight our professionalism, responsiveness, and value-driven support, making us a trusted partner for businesses navigating financial complexities.
Services
Bookkeeping
Management Accounts
Year End Accounts
Payroll Services
Software Training
Details
- Year established: 2005
Highlights and features
- Established in 2005 with a proven track record in SME financial services.
- Tailored bookkeeping packages with fixed-fee pricing for budget predictability.
- Certified expertise in Xero, QuickBooks, and Sage accounting software.
- Comprehensive compliance support for VAT, payroll, and year-end accounts.
- Strong local network for referrals and collaborative business solutions.
Associations and certifications
- Institute of Certified Bookkeepers
- Xero Certified
What people say
Core part of our operation
Professional and friendly
Improved accounting procedures
Prompt responses
Good value
Services
Bookkeeping
We provide tailored bookkeeping solutions, managing daily financial transactions, VAT returns, and ledger reconciliations. Our services ensure accurate record-keeping for businesses of all sizes, using digital tools to enhance efficiency and compliance. Clients benefit from fixed-fee pricing and flexible reporting intervals.
Management Accounts
Monthly or quarterly management accounts help businesses track performance through profit-and-loss statements and balance sheets. We customise reports to include budget comparisons and cash flow analysis, enabling data-driven decisions while maintaining compliance with regulatory standards.
Year End Accounts
We prepare year-end accounts to trial balance level, supporting limited companies, sole traders, and charities. Our work reduces accountant fees by providing structured documentation, ensuring smooth filings with Companies House and HMRC compliance.
Payroll Services
Our payroll service handles salary calculations, tax deductions, and pension compliance for businesses with 120 employees. Pricing scales with staff numbers, ensuring affordability while maintaining adherence to employment and tax regulations.
Software Training
We offer training in Xero, QuickBooks, and Sage, including setup and transaction management. Hourly or daily rates provide flexibility for businesses transitioning to digital accounting or needing ongoing support with software optimisation.
People
Julie Whiteside
Director
Qualified ICB Associate with 97% exam score, Julie founded Balancing Act Cambridge in 2005. She specialises in complex client accounts and developed internal bookkeeping processes. Her expertise spans manual and digital systems, with a focus on client education.
Lydia Dickinson
Director
ICB-accredited director with Level 3 Self-Assessment qualification. Lydia manages the majority of client accounts, providing tailored bookkeeping solutions. She has over a decade of experience supporting SMEs across diverse sectors, including education and retail.
Questions
What accounting software do you support?
We work with Xero, QuickBooks, Sage, and KashFlow, offering setup, training, and ongoing software support tailored to your business needs.
Can you help with Making Tax Digital compliance?
Yes, we assist businesses in transitioning to HMRC's digital tax system, ensuring software compatibility and submission compliance.
Do you offer one-time accounting consultations?
We provide fixed-fee hourly consultations for specific queries, such as transaction categorisation or tax-deductible expenses.
How are your bookkeeping fees structured?
Fees are based on transaction volume and complexity, with fixed monthly rates starting at £50. We review costs every six months.
What security measures protect client data?
We use LastPass for encrypted password management and Oasis Shredding for secure document disposal, ensuring GDPR compliance.
Do you work with charities and non-profits?
Yes, we prepare charity accounts to trial balance level, supporting compliance with external auditors and regulatory requirements.
