Call us on 1300 Balance
(1300 225 262 )

About US

At Balance Books we’re passionate about helping our clients with their bookkeeping and business systems, sharing our financial knowledge to improve small businesses everywhere

Thriving on new challenges and pushing ourselves outside of our comfort zone, Balance Books are problem solvers who work hard to navigate the business goals and needs of their valued clients. Our staff are dedicated to financial services, tax law, payroll obligations and meeting deadlines. Invest with Balance Books and our services to save you time and allow your business to grow with increased profitability. We can become an integral part of your business on a regular basis or a side line reassurance with compliance guidance when required. Balance Books customise our services to what best suits you, your budget and business' needs.

Invest with Balance Books and their services to allow you and your business to grow and increase profitability. They can become an integral part of your business on a regular basis or a side line reassurance with compliance guidance when required. Balance Books customise our services to what best suits you, your budget and business' needs.

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1. Cloud Based

Xero is a cloud based accounting software package. Your personalised log in details and password mean you can log in and access your financial records anytime, anywhere. It can be accessed from a range of devises including your computer, tablet or phone, making it perfect for busy business owners on the run!

2. It is user Friendly

Xero is simple in its layout and design making it very user friendly. The Dashboard can be easily customised and gives you a general overview at a glance of where your business is sitting financially. This help business owners make more informed business decisions on the run.

3. Automated daily bank feeds make reconciliation and synch

Say good bye to paper bank statements! Bank feeds can be automatically imported into Xero. You can reconcile your statements as you go, reducing the time and energy that needs to be spent come the end of the month.

4. Create Bank Rules and save time

What business doesn’t have reoccurring expenses? Setting up a bank rule for these reoccurring expenses will ensure that they are coded to the correct expense account every time they appear on your statement. Saving even more time. Less time spent reconciling your statements will mean more time available to concentrate on the things you love to do within your business.

5. Great help centre, Training and Support

The Xero help desk is a fantastic support tool. There are many videos and articles that can help you find the answers to any questions you may have. The best part is it is free! If you can’t find what you are looking for in the help centre videos or articles then you can call the help centre and talk to the experiences staff who will guide you towards the solution to your problem.

Xero and Bookkeeping free information Session Tickets

What is the Cloud and how does it work? Learn how Xero can help your business in conjunction with qualified training by Balance Books. Our training session includes the following:

Create your own Xero organisation, including set up for your specific business on a 30 day free trial | Import bank statement and order bank feeds | Create bank rules specific to your business | Insert your branding to the organisation | Create and save invoice and quote templates | Sales and Purchase invoice training | Payroll set up and training (if required)

We’ve seen it too often, business owners that want to do their own bookkeeping but are making errors due to lack of knowledge with the software or the financial industry. Balance Books want to share this knowledge with you, so the correct steps are taken ensuring your organisation is set up correctly and working the most efficiently for you right from the start. As you may know from previous experiences, bookkeeping can quickly get out of control and pushed aside into the ‘too hard basket’, let us help you so you can focus on doing what you love and less time doing your books.

Hurry don’t miss out, express your interest for our next Tonsley event!

BOOK NOW – NEW VENTURE INSTITUTE, TONSLEY SESSION

We offer a variety of packages to suite your business needs

Services

Bookkeeping

We can manage your, Bank Reconciliation, Banking / Petty Cash, Invoicing, Debtor / Creditor Management, GST/IAS and Tax Management, Financial Management and Reporting, Cash Flow Projection and Budgeting and more.

Payroll

We ensure compliance with the Awards, Accurate and up-to-date records of your employees are kept. We also manage Superannuation, WorkCover and payroll tax.

Training

As a fully qualified Xero Silver Partner we are experienced in Xero software and all its applications. We offer full training and support to businesses and their staff.

Compliance

We are a side line reassurance for your business, communicating with you, your Accountant and the ATO on your behalf, ensuring your business has up to date knowledge of tax legislation and business owner obligations at all times – we’ve got your back!

How to Create Your Own Successful & Profitable Business from Home

Sally Hams is a contributing author along with other successful woman in business within the National Ausmumpreneur Network. This books has some wonderful quick and easy tips and advice on how to help your home based business make PROFIT! It's an easy read, get your copy today, don't delay!

Our Team

Sally Hams
Managing Director
Sally has been assisting small businesses for the past five years with bookkeeping and cloud solutions to improve business systems and growth. She is determined, motivated, a pragmatic problem solver with a personal approach that makes her a pleasure to do deal with. Leading her team to always strive for excellence in their work, build financial knowledge and provide valued customer service.
Selena
Business Consultant, B.Business (Accounting)
Selena is an experience Management Accountant with over 20 years experience in the Building & Civil Construction Industries. Having held positions in Australian ASX listed public and private companies she brings a strong background in finance and general management, business processes and efficiencies and leadership to the SHBS group, providing a clear, methodical and pragmatic approach to the SHBS paradigm.
Jodie
Administration Assistant
Jodie is utilising her eight years of administration and reception customer service experience in her role at Balance Books. She provides consistent, professional service and has pride in her work. Jodie is out going, bubbly and very organised, who enjoys living the farm lifestyle with her husband and two children.
Cassie
Accounts Coordinator
Cassie Lee is passionate about supporting small businesses to reach their full potential. She has been praised for her high level of customer service, her meticulous approach to all business matters and for her positive spirit. When she is not working behind the scenes to keep a small business running, you can find her deep in creative thought with her sketchbook and paintbrushes.
Paul
Cloud Tech
Paul has been providing IT consulting services for small businesses for over ten years. He moved to Australia from the UK seven years ago to embrace the work/lifestyle balance Australians are known for. Being able to run a business from the office, on the road or sitting outside a café is key to maintaining a balanced work life, and providing services like Office 365 and Remote Desktop through the Cloud is one of the ways Paul helps his clients get their technology to work for them.
Nicole
Digital Marketing Strategist
Nic has over 10 years Digital Marketing experience and is in charge of our social media and Marketing. She is an ideas person, a go getter, a Business Creative, and she brings great value to Balance Books. She is a mum of 3 kids (including twin boys) and lives in the Adelaide Hills.

PACKAGES

We have 4 friendly packages for you. Check all the packages and choose the right one for you.
Start Up

$49

Weekly + GST
  • Xero Subscription
  • Receipt Bank Subscription
  • Bookkeeping
  • Training and Support
Get Started
Balance

$99

Weekly + GST
  • Xero Subscription
  • Receipt Bank Subscription
  • Bookkeeping
  • Training and Support
  • Payroll OR Creditor & Debtor Management
  • Reconciliation
Get Started
Control

$149

Weekly + GST
  • Xero Subscription
  • Receipt Bank Subscription
  • Bookkeeping
  • Training and Support
  • Payroll Management
  • Creditor & Debtor Management
  • Reconciliation
  • GST Management
  • Reporting
  • BAS/IAS Lodgement
Get Started
Freedom

$199

Weekly + GST
  • Xero Subscription
  • Receipt Bank Subscription
  • Bookkeeping
  • Training and Support
  • Payroll Management
  • Creditor & Debtor Management
  • Reconciliation
  • GST Management
  • Reporting
  • BAS/IAS Lodgement
  • Cashflow Projection
  • Budgeting
Get Started

Testimonials

Get in touch

Email: accounts@balancebooks.com.au    Phone: 1300 225 262

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