FAQs

These are just some of the most common questions we get asked. For any inquiries, please contact us.

We strive to digitise everything and minimise paper usage. Our systems support digital solutions.To learn more about going paperless, click here.

We can receive your documents via your unique email @balancemybooks.com.au or through a receipt program like Dext, depending on your individual needs and the complexity of your requirements. You don’t need to provide us with physical receipts. Instead, you can simply email them to us or upload them to Dext, and we will be able to access and organise them for
your accounting records.

We protect your data using the best and most secure algorithms with 256-bit SSL/TLS encryption. This encryption is the same level you would find when online shopping or personal banking.

We keep things simple by setting up a weekly direct debit through a secure platform called GoCardless. You can cancel the direct debit at any time.

No! You will only incur extra charges if you decide to take up any of our other additional services.

During your transition to balancemybooks.com.au we will ensure that your bank accounts are connected to our software to ensure streamlined data transfer. So, for the most part, we’ll have all the transaction information we need to do your bookkeeping. We will not need access to your actual bank account and we would be unable to make any transactions. The security of your bank account remains completely intact.

We work with your preferred accountant or help you find one. We provide business insights and prepare BAS, but do not handle tax strategies or financial advice. Instead, we partner with tax specialists to provide those services efficiently. We handle BAS, payroll, and compliance, but your accountant can also do so. We can provide access to your accountant, so they can view all the reports and account information that they need to complete tax returns and if needed other financial services. We will happily provide answers to your accountants questions as required.

The customer experience should guide your software choices. Start by identifying your customer needs and then find complementary software. Integration between different systems is crucial for a smooth process. We can assist you in choosing banking partners, payment processors, POS systems, e-commerce solutions, accounting software, training systems, rostering, time attendance, and more. Our parent company, Martia Australia, also offers a complete software stack review for bespoke clients.

We only hold personal information in our email correspondence with you in Microsoft 365. All software used is authorised by you and stored in encrypted vaults with secure encryption algorithms (AES-256, ChaCha20, and Twofish).

Our parent company, Martia Australia works with select clients offering bespoke services. If they can’t help, they will gladly point you in the right direction.

Having strong bookkeeping services is a crucial foundation for growth. Our parent company, Martia Australia specialises in assisting businesses to scale and grow to be ready for multiple locations. If you’re on a growth path, they can take your business from where it is now to a multi-site-ready position.

Need a custom solution - no worries! Let’s have a chat!

Zac Mucklow

22:23 01 Aug 23

Roman and the team are now a huge part of my business, and have helped me significantly improve by allowing me to focus on what truly matters. Aside from their book keeping duties which is always perfect, the support and knowledge of the industry has gone a long way in my business. If you are thinking about a bookkeeper or similar services, I couldn’t recommend Balance my Books enough.

Margo H.

22:47 30 May 23

Very professional!

Wildflower Society

07:03 28 Feb 23

Zoe Gorbunow

02:55 28 Feb 23

Highly recommend working with Roman and the Balance My Books team. Not only is Roman incredible with numbers, he is highly experienced and trusted. Thank you Roman and the team!

Gina Lupang

05:42 23 Feb 23

Roman and the team at Balance My Books have been taking care of the bookkeeping for my cafe since we opened and let me tell you what a breeze it has been!! Not only do they take care of the nitty gritty stuff, but they also provide us with insights and the break down of our numbers to help grow the business.Definitely worth the investment and would highly recommend them to all businesses in ANY industry!

Heath Maguire

21:58 22 Feb 23

I have had a great experience working with Balance My Books. They deliver on their promises and have provided many insights that are actively growing our profit margins. I'm also saving a load of time reviewing the numbers versus inputting them all myself. Thanks Roman and team, you guys are superstars!

Argi Sg

04:56 22 Feb 23

I’m so happy we found Balance my books to handle all the paperwork for our business, it’s something every single business hates to do. That allowed us to focus on our business and stop wasting time with bookkeeping.I highly recommend it to every single business owner, excellent service, reliable, and fast.

Andres Runge

02:33 22 Feb 23

The refreshing taste of a genuine company, that understands and simplifies books for small businesses. Highly recommended.

FAQs

Need a custom solution - no worries! Let’s have a chat!

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