Business Details
21 Years
experience
Trusted Bookkeeping Services in Cambridge
Balancing Act Cambridge is a professional bookkeeping practice established in 2005, dedicated to supporting small and medium-sized businesses across diverse sectors. Our team combines extensive industry experience with a commitment to delivering tailored financial solutions, ensuring clients maintain accurate records and strategic oversight. We utilise advanced digital tools like Xero, QuickBooks, and Sage while prioritising data security through robust systems. Our approach fosters long-term client relationships, complemented by a network of local professionals for comprehensive support.With a focus on transparency and adaptability, we provide services ranging from payroll management to year-end account preparation, all underpinned by certifications from the Institute of Certified Bookkeepers and Xero. Our mission is to empower businesses through reliable, efficient financial management tailored to their unique needs.
Services
Bookkeeping
Management Accounts
Year End Accounts
Payroll Services
Software Training
Details
- Year established: 2005
Highlights and features
- We have over 18 years of experience in bookkeeping and financial management.
- Our tailored packages adapt to your business's unique requirements and complexity.
- Certified professionals utilise Xero, QuickBooks, and Sage for accurate digital solutions.
- We prioritise data security with LastPass and Oasis Shredding for client confidentiality.
- Strong local network ensures comprehensive support beyond core accounting services.
Associations and certifications
- Institute of Certified Bookkeepers
- Xero Certified
What people say
Core part of our operation
Professional and friendly approach
Improved accounting procedures
Loyal and committed support
Good value services
Services
Bookkeeping
We maintain accurate financial records tailored to your business size and complexity. Our services include bank reconciliations, VAT returns, and ledger management using digital tools or manual systems. Clients benefit from fixed monthly fees and expert support to ensure compliance and financial clarity.
Management Accounts
Monthly or quarterly reports provide insights into your business's financial health, including profit and loss statements. We help identify trends, manage cash flow, and prepare budgets to support strategic decision-making for long-term growth.
Payroll Services
We handle payroll compliance, tax deductions, and pension contributions for businesses of all sizes. Our scalable solutions ensure accurate payments and adherence to HMRC regulations, with pricing based on employee numbers.
Year End Accounts
We prepare trial balances and supporting documents for accountants to file company accounts. Our work reduces professional fees while ensuring accurate year-end financial reporting for limited companies and sole traders.
Software Training
We offer Xero, QuickBooks, and Sage training to help businesses transition to digital accounting. Services include setup, template creation, and ongoing support to improve financial management efficiency.
People
Julie Whiteside
Director
Qualified ICB Associate with 97% exam score, Julie established Balancing Act Cambridge in 2005. She specialises in complex client accounts and developed internal bookkeeping processes used across the company.
Lydia Dickinson
Director
MICB accredited with Level 3 Self-Assessment qualification, Lydia manages most client accounts. She provides tailored bookkeeping solutions and supports businesses with compliance and financial reporting since joining in 2013.
Questions
What services do you offer for SMEs?
We provide bookkeeping, management accounts, payroll processing, year-end accounts, and software training tailored to SME needs.
How are your bookkeeping fees structured?
Fees depend on transaction volume and complexity, starting at £50/month for quarterly packages.
Do you support digital accounting software?
Yes, we specialise in Xero, QuickBooks, and Sage with setup and training services.
Can you assist with payroll compliance?
We ensure payroll meets HMRC and pension regulations, with packages from £15/month.
How do you ensure data security?
We use LastPass encryption and Oasis Shredding to protect client financial information.