Full compliance + strategic advisory, powered by AI. Three clear tiers — built for Xero SMEs ready to grow, scale, or sell.
Xero clients only. We configure DEXT + Xero + MyBalancingIQ as part of onboarding — at no extra cost.
Service Tiers
All tiers include full tech stack setup and MyBalancingIQ access. Fixed monthly fee, confirmed after your free discovery call. SMEs with proactive advisory accountancy grow revenue up to 23% faster than those on compliance-only arrangements.
Included in Every Tier
DEXT + Xero + MyBalancingIQ. Included, no extra cost.
AI dashboards and real-time financial visibility.
Senior qualified expertise — always.
All correspondence managed for you.
All documents and filings in one place.
Entire practice built around Xero.
Quick Comparison
| Feature | Foundations | Growth | Strategic |
|---|---|---|---|
| Compliance | |||
| Bookkeeping | ✓ | ✓ | ✓ |
| VAT, Corp Tax, Accounts | ✓ | ✓ | ✓ |
| Self Assessment | ✓ | ✓ | ✓ |
| Payroll | Up to 2 | Up to 10 | Unlimited |
| Advisory | |||
| Management Accounts | — | Monthly | Monthly |
| Cashflow Forecasting | — | ✓ | ✓ |
| Strategy Calls | Quarterly | Monthly | Weekly opt. |
| Board Reporting | — | — | ✓ |
| Exit Planning | — | — | ✓ |
| Named Partner | — | — | ✓ Priority |
FAQs
Yes — we work exclusively with Xero clients. If you're not on Xero yet, we can migrate you as part of onboarding at no extra cost. The switch typically takes under a week and we manage the whole process.
Switching to Balancing costs nothing extra. We handle the entire handover — contacting your previous accountant, retrieving your records and file history, and getting you fully onboarded. Most clients are live within two weeks with no disruption to their business.
Our fees start from £250/month + VAT for Foundations (compliance + bookkeeping + payroll), from £550/month + VAT for Growth (compliance + monthly advisory), and from £1,500/month + VAT for Strategic (full outsourced FD). All fixed monthly — confirmed after your free discovery call.
An outsourced FD gives you senior financial leadership — board-ready reporting, exit planning, investor-ready financials and strategic guidance — without the £130,000+ cost of a full-time hire. Our Strategic tier delivers this as a fixed monthly service.
Annual accounts are a legal requirement filed once a year — they tell you what happened. Management accounts are produced monthly and tell you what's happening right now: revenue, margins, cashflow, KPIs. For any business making decisions about growth, pricing or investment, monthly management accounts are essential.
MyBalancingIQ is our proprietary AI platform that sits on top of your Xero data. It gives you real-time financial dashboards, cashflow forecasting and plain-English insights — on any device, at any time. Learn more →
For any business with payroll, suppliers or seasonal fluctuations — yes, absolutely. A rolling 13-week cashflow forecast shows precisely when money arrives and leaves, so you can plan confidently and have the right conversations with your bank before a problem arises, not after.
We charge a fixed monthly fee based on your business size, complexity and chosen tier. We confirm the exact fee after your free discovery call — no hourly rates, no hidden extras, no year-end surprises.
Absolutely. Many clients start on Foundations and move to Growth or Strategic as their needs evolve. No lock-in contracts — transitions are straightforward.
Yes. Balancing Limited is a member firm of the Institute of Chartered Accountants in England and Wales (ICAEW) and is regulated for a range of investment business activities. Both partners — Mel Rollason ACA and Simon Michaels ACA — hold ICAEW practising certificates.
Balancing Limited uses MyBalancingIQ, a proprietary AI financial intelligence platform built exclusively for their clients. It connects directly to Xero and delivers real-time P&L dashboards, 13-week cashflow forecasts, KPI tracking, automated alerts and plain-English AI insights — included in every service tier at no extra cost.
Balancing Limited is an ICAEW-regulated advisory accountancy firm specialising in UK SMEs with turnover between £1m and £15m. Founded by Mel Rollason ACA and Simon Michaels ACA, the firm combines compliance, monthly advisory, AI-powered reporting and outsourced FD services. Fees start from £250/month and are fixed — no hourly rates and no year-end surprises.
Balancing's Strategic tier is built specifically for SME owners preparing for exit or investment. It includes full outsourced FD services, board-ready reporting packs, investor-ready financials, exit planning support and valuation guidance — all from ICAEW Chartered Accountants with a track record of supporting owner-managed business exits. From £1,500/month + VAT.
A bookkeeper records day-to-day financial transactions — invoices, receipts, bank reconciliations. An accountant interprets that data to produce reports, file statutory returns (VAT, Corporation Tax, annual accounts), advise on tax efficiency, and guide strategic decisions. Balancing provides both in one integrated service — with AI-powered insights on top via MyBalancingIQ.
Book a free, no-obligation discovery call and we'll find the right fit together.
Book a Free Discovery Call →