Expert accountants + AI-powered insight. We help Xero-based SMEs stay compliant, grow profitably, and build businesses ready for a high-value exit.
Who We Are
Balancing was built for ambitious SME owners who want more than a year-end accounts service. We're two ICAEW Chartered Accountants with deep experience guiding businesses through growth, restructuring, and high-value exits — now supercharged with AI.
We only work with Xero clients and configure your complete tech stack from day one. SMEs with monthly management accounts identify 15–25% more tax efficiency than those on annual accounts alone. SMEs with monthly management accounts make better-informed decisions and typically identify 15–25% more tax efficiency than those relying on annual accounts alone.
We work particularly well with: professional services firms, B2B businesses, recruitment and events companies, and owner-managed businesses preparing for exit or investment.
We started Balancing because talented founders were flying blind, with accountants who only showed up at year-end.
Today we combine 20+ years of combined experience with cutting-edge AI tools — so your numbers stop being a mystery and start being your biggest competitive advantage.
— Mel Rollason ACA & Simon Michaels ACA, Co-Founders, Balancing Limited
The Technology
Every client is onboarded onto three integrated platforms — giving you a single source of financial truth.
Automated receipt and document capture. Every invoice flows straight into Xero, coded and ready — no manual data entry.
The cloud accounting platform we've built our practice around. We only work with Xero clients — because great advisory starts with great data.
Our AI intelligence layer. Real-time dashboards, cashflow forecasting, and strategic insight in plain English — on any device.
Automated receipt capture — no manual data entry.
The platform our entire practice is built around.
AI dashboards and forecasting in plain English.
Our Services
Whether you need solid compliance foundations or full strategic FD partnership, there's a tier that fits.
How It Works
Switching accountants feels daunting — we hear it every week. That's why we handle the entire transition for you. Most clients are fully onboarded within two weeks, with zero disruption to their business.
30 minutes, no obligation. We learn about your business and tell you exactly what switching involves — and how long it takes.
We contact your previous accountant directly, request all records and file history, and manage the entire handover. You don't have to do a thing.
We configure DEXT, Xero and MyBalancingIQ for your business. Most clients are fully live within two weeks — with no disruption.
From your first month you get monthly management accounts, live dashboards and regular strategy calls. This is where the real value starts.
Free Resource
A practical 10-point checklist covering cashflow, tax efficiency, KPIs and exit readiness. Used by our clients to identify where their business is leaking money — and what to do about it.
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Let's balance your vision and your growth. Book a free, no-obligation discovery call.
⚡ We take on a limited number of new clients each quarter — current availability: 3 spaces.
Book a Free Discovery Call →