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!