WE THINK MONEY'S FUNNY...

WE THINK MONEY'S FUNNY...

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Your friendly neighbourhood accountants

We're Balanced Accounts Ltd, a UK based accountancy firm on a mission to simplify finances for small businesses and individuals. passionate about making finance feel less like rocket science and more like rocket fuel for your business. We mix sharp expertise with a friendly vibe, so you know you’re in safe hands, without the snooze-inducing spreadsheets.

Dion and Sub Maths characters standing next to each other

What we stand for:

Our Values
  • Always professional: We take your numbers seriously
  • Friendly & Fun: No stuffy suits or jargon, just clear advice with a calm smile
  • Simplify & Empower: We turn complex tax rules into bite-sized, actionable insights.
  • Smooth Sailing: We blend seamlessly into your routines, so finance doesn’t slow you down.
What We Do
  • Bookkeeping & VAT returns: Tidy, accurate, and on time.
  • Self-assessment & personal tax: From income to expenses, we break it down and file it right, digitally signed & stress-free.
  • Company accounts & corporation tax: From quarterly check-ins to year-end filings, we’ve got you.
  • Financial consulting & Literacy: We empower schools, individuals, and young people with practical financial training that builds confidence, sharpens skills, and makes money make sense.
Why Choose Us
  • Stress-free support: Think of us as your behind the scenes finance crew, quietly efficient, always reliable.
  • Proactive guidance: We don’t just wait for tax day; we help you plan ahead so surprises are rare.
  • Tech-savvy setup: Compatible with all major bookkeeping apps, your records sync, and we monitor in real time.
  • Great value: Tailored packages that work for individuals or small businesses—no paying for what you don’t need.
Our Approach
  • Listen & Learn : We start by getting to know your business and goals.
  • Plan Together: Tailored solutions that match where you’re at and where you’re heading.
  • Execute with Clarity : You’ll always know what we’re doing, why we’re doing it, and what it means for your business.
  • Review & Refine: Regular check-ins to keep everything on track and adjust as you grow.

OUR TEAM

Meet the dedicated professionals behind our firm. With a mix of experience, expertise, and client-first thinking, our team is here to simplify your finances and support your growth.

MARCUS LEE

Senoir Tax Advisor

Marcus brings 15 years of experience in corporate and individual tax planning. He’s passionate about helping clients maximise returns while staying fully compliant with ever-changing tax laws.

SARAH DONNELLY

Managing Partner

Sarah specializes in strategic financial planning and compliance. She's led major audits for Fortune 500 companies and is known for her sharp insight and approachable leadership style.

ETHAN REYES

Payroll & Compliance Specialist

Ethan handles payroll processes and regulatory compliance with precision. He has extensive experience with small business systems and is a go-to for navigating employment law changes.

PRIYA KAUR

Audit Manager

Priya has a decade of audit experience across various industries, including healthcare and manufacturing. She’s meticulous, client-focused, and committed to transparent, efficient audits.

JAMES WHITMORE

Financial Analyst

James leverages his background in finance and data analytics to deliver actionable insights. He helps clients improve cash flow, forecast growth, and make data-driven decisions.

OLIVIA GRANT

Client Services Coordinator

Olivia ensures clients feel supported every step of the way. With a background in business admin and communications, she keeps the the client experience smooth and accessible.

And introducing...

Sub maths character folding arms

Sub

The laid back one, who’s cool and innovative.

Dion

The loud and confident one, who’s a little bit quirky.

Dion Maths characters with arms up in the air
Addy Maths Character - holding arms  on hips

Addy

The problem solver, who’s knowledgeable and wise.

Addy

The nerdy one, who’s timid and reliable.

Timmy maths character with arms placed in pockets

Sub

The laid back one, who’s cool and innovative.

Sub maths character folding arms

Dion

The loud and confident one, who’s a little bit quirky.

Dion Maths characters with arms up in the air

Addy

The problem solver, who’s knowledgeable and wise.

Addy Maths Character - holding arms  on hips

Addy

The nerdy one, who’s timid and reliable.

Timmy maths character with arms placed in pockets

Frequently Asked Questions

What services do Balanced Accounts Ltd cover?

From bookkeeping and payroll to tax returns and financial consulting—you name it, we’re on it.

Is Balanced Accounts Ltd for me?

Yes! Whether you’re a sole trader, a limited company director, or just want clarity on your personal finances, we’ve got your back.

How do I begin?

Fill in the enquiry form to book a free chat. We’ll go through your pain points and how we can help, then provide you with a quote and guide you through onboarding—easy as that.

Can I work with Balanced Accounts Ltd online?

Absolutely—online or in-person, we’re flexible and eco-friendly. Work with us anywhere in the UK with the technology of online meetings.

Are you qualified?

You bet. Our friendly team is comprised of experienced, fully qualified accountants—with 10+ years of experience and real talk, not jargon.

Do I actually need an accountant?

If numbers aren’t your thing, or you want to save time and avoid costly mistakes—yes, you probably do! An accountant helps you stay compliant, maximise your income, and frees you up to focus on growing your business.

How can cloud software help?

Cloud accounting gives you real-time access to your finances, automates boring admin, and keeps everything in one tidy place. It’s like having a digital finance assistant—minus the coffee breaks.

OUR CLIENTS.

“Michelle was fantastic to work with. She’s friendly and professional. Michelle made me feel really at ease with everything, explained what she would be doing and what I needed to do also worked extremely efficiently for me. Highly recommend!”

S. Laaouiti, Beautician

Timmy maths character with arms placed in pockets

“Balanced Accounts have been instrumental in helping me manage my business finances. I find accounting jargon to be intimidating but the team were incredibly professional, friendly and took the time to discuss my financial concerns in a way that made sense to me. I was so impressed with the service"

M. Mercier, Black Pineapple Ltd

“Working with Balanced Accounts has been a fantastic experience for our company. Their expertise is top-notch, and their ability to simplify complex financial terms has been immensely beneficial. We value our partnership with Balanced Accounts and look forward to continued success together.”

M. Zeleznik, D-Studio Consulting Ltd

“Michelle was fantastic to work with. She’s friendly and professional. Michelle made me feel really at ease with everything, explained what she would be doing and what I needed to do also worked extremely efficiently for me. Highly recommend!”

S. Laaouiti, Beautician

“Having Balanced Accounts oversee my companies taxes these last couple years as well as my own self-assessment has been an amazing and relaxing experience. I highly recommend Balanced Accounts for the level of professionalism. Balanced Accounts have been a breath of fresh air.”

S. Graham, EP Global Ltd

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Ready to find  balance  ?

Get Started
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