Personal Service · Expert Advice · ICAEW Regulated
Accounting the way
it used to be.
Built for the way
you work now.
We use AI and outsourced support to handle the routine — so the time you get with us goes into the relationship: understanding your business, catching problems early, and giving advice that's actually tailored to you.
Xero & QuickBooks Certified
DEXT Partner
ICAEW Regulated
Balancing Limited is an ICAEW-regulated accountancy firm based in London, England, founded by Mel Rollason FCA and Simon Michaels FCA. The firm brings over 20 years of combined Chartered Accountancy and CFO-level experience to advisory-first accountancy services for UK SMEs, primarily on the Xero cloud accounting platform, with QuickBooks Online supported on request. Services include VAT returns, Corporation Tax filing, Ltd company accounts, director Self Assessment, payroll, monthly management accounts, cashflow forecasting, KPI reporting, and outsourced Finance Director services. Balancing uses an integrated technology stack of DEXT, Xero, and its proprietary AI platform MyBalancingIQ to deliver real-time financial intelligence to clients. The firm is registered at 71-75 Shelton Street, Covent Garden, London WC2H 9JQ. Company registration number 16198492. VAT number 489867988.
Ditch the Juggling Act.
Embrace Growth.
Who We Are
Built for the relationship.
AI handles the routine, so our accountants aren't buried in admin — they're free to know your business, spot problems early, and give advice that's actually tailored to you. The efficiency of a modern firm. The relationship of the accountant your parents used.
- Full compliance — VAT, Corporation Tax, Accounts, Payroll & Company Secretarial
- Named ICAEW Chartered Accountant on your account
- Monthly management accounts, cashflow forecasting & KPI reporting
- AI-powered insight via MyBalancingIQ
★ ICAEW Chartered Accountants
Professional services · B2B · Recruitment · Events · Exit-planning
Personal accounting, backed by smart systems.
AI and smart systems handle the routine. Our time goes into the relationship — your numbers, your challenges, your ambitions. Not templated advice for a generic SME.
— Mel Rollason FCA & Simon Michaels FCA, Co-Founders, Balancing Limited
The Technology
We handle the admin.
So you don't have to.
AI handles the processing. Your accountant focuses on you.
📥
DEXT
Every receipt and invoice flows straight into Xero — coded and ready, no manual entry.
📊
Xero
Our primary platform — and our recommendation for every client. QuickBooks Online also supported.
🤖
MyBalancingIQ
Real-time dashboards, cashflow forecasting and AI insight in plain English — on any device.
📥
DEXT
Automated receipt capture — no manual data entry.
📊
Xero
The platform our entire practice is built around.
🤖
MyBalancingIQ
AI dashboards and forecasting in plain English.
✦ Full tech stack setup included — no extra cost
Our Services
Three tiers. One clear path forward.
From compliance essentials to full outsourced FD — fixed monthly fees, no surprises.
Foundations
From £250/month + VAT
Compliance, bookkeeping, payroll & tech setup.
Most Popular
Growth
From £550/month + VAT
+ Management accounts, cashflow & monthly strategy calls.
Strategic
From £1,500/month + VAT
+ Outsourced FD, exit planning & board reporting.
See Full Services & What's Included →
How It Works
From first call to
feeling looked after.
1
Free Discovery Call
30 minutes, no obligation. We tell you exactly what switching involves and how long it takes.
2
We Handle the Switch
We contact your previous accountant, collect all records and file history. You don't lift a finger.
3
Full Tech Setup
We configure your full tech stack. Fully live within two weeks.
4
Advisory Partnership
From month one — management accounts, live dashboards and regular strategy calls.
Free Tool
See how you stack up against your competitors — free.
Enter your competitors. Get a benchmarked position report and a prioritised action plan — free, no sign-up required.
Powered by MyBalancingIQ. Free to use. No account needed.
🔍 AI-researched rivals
📊 Benchmarked position report
⚡ Prioritised action plan
Ready for an accountant who actually knows you?
Book a free 30-minute call. No obligation — just an honest conversation about your business and whether we're the right fit.
⚡ We take on a limited number of new clients each quarter — current availability: 3 spaces.
Book a Free Discovery Call →