Frequently asked
Questions, answered.
The questions that come up before someone moves their books. If yours is not here, ask it on the call.
The firm
Are you an actual accounting firm?
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Yes. Balance is an accounting firm with accountants on staff. We use AI to do the repetitive work faster, but the books are owned, reviewed and signed off by people who are accountable for them.
How does the AI + human review actually work?
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Are you our auditor?
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Your setup
Do we have to move off our current system?
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No. We work inside Xero, e-conomic or Business Central, whichever you already run. Your ledger stays the source of truth and stays yours. Moving you onto something of ours would make leaving expensive, which is the opposite of what we want.
Can you move us off our current system?
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How does switching work, and how long does it take?
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Fees and terms
What does it cost?
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From £350 per month, per entity. One monthly fee, agreed before we start. Never hourly. A good quarter should not arrive with a bigger invoice, and a question should never feel like it costs money to ask. The fee covers bookkeeping and continuous reconciliation, VAT preparation and filing, auditor liaison from day one, and Bea, our AI finance assistant, on Slack, WhatsApp or email. Monthly terms and one month notice, in the contract. Not happy after two months? Full money back.
What if we are not happy?
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Can you pay our bills as well?
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Before you start
Can you clean up our backlog first?
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Yes. Tell us how far behind you are and we will quote it separately from the monthly fee. It is one-off work, so it should not sit in a recurring fee. Six months is routine. Two years is fine too, it just takes longer.
We have several companies. Can you handle that?
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Do we have to leave our accountant to start?
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