Business Details
38 Years
experience
Your Trusted Partner for Bookkeeping Solutions
Balance Books has been delivering professional bookkeeping and financial forecasting services to businesses across the UK for over 35 years. Our team of highly trained and experienced professionals is dedicated to providing tailored solutions that enable clients to focus on their core operations while we manage their financial obligations. We specialise in recording and categorising business transactions, preparing VAT returns, and offering strategic financial advice to help businesses meet legal requirements and grow profitably. Our commitment to a personal, friendly approach ensures regular communication and support, with 80% of our staff having served the company for over five years. We utilise secure online systems to streamline processes, guaranteeing 100% timely VAT submissions and empowering clients with accurate financial insights.By addressing common challenges such as overwhelming bookkeeping tasks and inefficient financial management, we provide bespoke training and cloud-based accounting solutions that adapt to evolving business needs. Our expertise extends to supporting international organisations, offering accounting package training, and handling complex VAT matters, including HMRC inspections. With a client base of over 100 companies, we pride ourselves on building long-term relationships founded on reliability, transparency, and a deep understanding of our clients' financial landscapes.
Services
Bookkeeping
VAT Return Preparation
VAT Advice
Management Accounts
Financial Forecasting
Accounting Systems Setup
Accounting Training
Details
- Year established: 1988
Highlights and features
- We have over 35 years of experience in professional bookkeeping services
- 80% of our team have been with us for 5+ years
- 100% of VAT returns submitted on time, guaranteed
- Secure online systems for efficient, transparent financial management
- Bespoke training and cloud-based accounting package support available
What people say
Streamlined accounts
Timely VAT submissions
Responsive support team
Reliable financial partners
Effective cloud systems
Services
Bookkeeping
We record and categorise business transactions to meet legal and tax obligations while providing clear financial insights. Our cloud-based systems ensure secure, real-time access to your financial data. With 35 years of expertise, we help businesses maintain accurate records for informed decision-making.
VAT Return Preparation
Our team prepares and submits VAT returns for registered clients, ensuring 100% timely compliance. We offer strategic VAT planning to optimise profitability and handle complex VAT matters including HMRC inspections. Clients benefit from our specialist knowledge and error-free submissions.
Financial Forecasting
We create forecast financial statements including profit and loss accounts, balance sheets, and cashflow projections. These tools help businesses anticipate challenges and opportunities. Our forecasts combine industry expertise with tailored analysis of your specific circumstances.
Accounting Systems Setup
We implement efficient cloud-based accounting systems tailored to your business needs. Our team provides ongoing maintenance and training to ensure smooth operations. Clients gain secure, accessible financial management tools that adapt to their evolving requirements.
Management Accounts
We prepare monthly, quarterly or bi-annual management accounts to support strategic decision-making. These reports provide clear insights into financial performance and position. Our analysis helps businesses identify growth opportunities and address potential issues proactively.
People
Costas Michael
Director
Economics graduate from UCL with over 15 years' experience at Balance Books. Oversees operations, manages complex VAT matters, and ensures high-quality client service delivery through system optimisation and team leadership.
Annie Rantell
Management Accountant
AAT-qualified accountant with expertise in international business accounting. Specialises in managing accounts for UK branches of global organisations, bringing theoretical knowledge and practical experience to client solutions.
Joanne Blackburn
Management Accountant
Transitioned from admin to accounting through experience-based qualification. Played key role in cloud accounting adoption after relocating to Wales. Brings over 10 years' practical expertise to client financial management.
Peter Rantell
Management Accountant
AAT Stage 3 qualified with a background in biology. Specialises in simplifying accounting principles for client training. Supports businesses maintaining their own bookkeeping systems through clear, accessible guidance.
Questions
What bookkeeping services do you offer?
We provide full-service bookkeeping, VAT return preparation, management accounts, financial forecasting, and accounting system setup. All services are tailored to your specific business needs and compliance requirements.
How long have you been in business?
Balance Books has been supporting UK businesses with financial services since 1988, giving us over 35 years' experience in professional bookkeeping and accounting solutions.
Are your services available online?
Yes, all our services operate through secure cloud-based systems, allowing remote access to your financial information while maintaining 100% secure data protection and timely VAT submissions.
Do you offer client training?
We provide accounting package training and support for businesses that wish to maintain some bookkeeping functions internally, ensuring you understand and can use your financial systems effectively.
What makes you different from other bookkeepers?
Our combination of 35+ years' experience, 80% staff retention over five years, and specialist VAT expertise with HMRC inspection support creates long-term value for our clients.
