Clear numbers. Brighter possibilities.

Balanced View provides straightforward accounting, tax and business advisory services for individuals, businesses and charities.

More than accountants. Fixed-fee accounting for everyday needs, with specialist finance, strategy and technology advice when you need more.

Where do you start?

Sole trader or freelancer

Fixed monthly accounting and tax

Limited company or contractor

Accounts, corporation tax, VAT and payroll

Charity or not-for-profit

Accounts, examination and governance

Growing business or organisation

Finance, strategy, technology and people

Essential compliance, and the advice that goes with it.

Buy a single service or combine them into one relationship. You do not need to be an accounting client to use our advisory services.

Bookkeeping, annual accounts, corporation tax, self-assessment, VAT, payroll, management accounts and routine tax advice, on a fixed monthly fee.

For sole traders, freelancers, contractors, limited companies, landlords and small businesses.

Charity accounts, independent examinations, SORP-based reporting, financial planning, internal controls, trustee reporting, governance reviews and strategic support.

For registered charities, community organisations, charitable companies, associations and social enterprises.

Forecasting, budgeting, cash-flow management, profitability improvement, pricing analysis, dashboards, investment appraisal, funding support and fractional CFO services.

For established SMEs, scaling companies and organisations seeking stronger financial management.

Digital strategy, business systems selection, process automation, data analytics, AI readiness and adoption, systems integration and operational improvement.

For organisations seeking to modernise operations and make better use of business information.

Business development planning, SOSTAC-based marketing strategies, market positioning, customer acquisition, sales effectiveness and revenue optimisation.

For owner-managed and growing businesses that want structured, commercially focused support.

Organisation design, workforce planning, HR processes, people analytics, management structures, performance frameworks and change management.

For growing employers, charities and organisations going through operational or structural change.

Business planning, business architecture, target operating models, governance, strategic options, business cases, process redesign and execution support.

For SMEs, charities and leadership teams working through growth, restructuring or complex change.

Built for small and medium businesses.

Start with fixed-fee accounting and tax. Add finance, strategy, technology and people support when the business needs it, without changing adviser.

Sole traders and freelancers

Straightforward, reliable and competitively priced accounting and tax for people working for themselves.

Contractors

Accounting and tax support for contractors, whether you work through your own company or as an individual.

Limited companies

Annual accounts, corporation tax, VAT, payroll and management reporting on a fixed monthly fee.

Landlords

Clear records and tax returns for property income, with routine tax advice included.

Growing and owner-managed businesses

Integrated financial management, commercial advice and specialist improvement support as you scale.

A specialist practice for charities and not-for-profits.

Trustees and leadership teams carry particular responsibilities for financial stewardship, governance and delivering public benefit. Our charity work is built around them.

  • Charity accounts and independent examinations
  • SORP-based reporting
  • Financial planning and internal controls
  • Trustee reporting
  • Governance reviews
  • Strategic and organisational support

Three ways to work with us.

Start with a standard subscription, add a defined advisory package, or engage us for a project when the work is more complex.

Way of workingHow it worksTypical work
Fixed monthly subscriptionsStandardised, predictable recurring servicesAccounting, tax, payroll, reporting and routine business support
Fixed-fee advisory packagesClearly defined work with agreed deliverablesBusiness health checks, marketing plans, financial reviews, digital assessments
Projects and retained advisorySpecialist, higher-complexity engagementsFractional CFO, transformation, organisation design, systems improvement

Who we work with

Individuals and microbusinesses

Straightforward, reliable and competitively priced accounting and tax services.

Owner-managed and growing SMEs

Integrated financial management, commercial advice and specialist business improvement support.

Charities and not-for-profits

Sector-specific accounting, financial stewardship, governance and strategic advisory.

Established organisations

Specialist finance, technology, organisation design and business transformation engagements.

Not sure where to start?

Compare our accounting packages, or book a conversation about something more complex. Standard services are easy to buy. Advisory work begins with a structured discovery discussion.