Empowering individuals and relationships, one conversation at a time.
At Balance Accountants & Advisers, we pride ourselves on being more than just a financial services firm. We're a team of dedicated professionals who understand that it's not just about numbers - it's about people. Our aim is to provide comprehensive and personalized financial solutions to individuals and businesses, helping them achieve their financial goals.
Our Services
Our team of experts offers a wide range of services, including:
Accounting Services
We provide expert accounting services to individuals and businesses, including financial planning, tax planning, and self-managed superannuation funds. Our experienced accountants will work with you to understand your financial goals and provide tailored solutions to help you achieve them.
Business Services
We offer a range of business services, including company administration, payments, and lending solutions. Whether you're a start-up or an established business, we're here to support your growth and success.
Taxation Services
Our expert tax accountants will help you navigate the complexities of taxation, ensuring you're compliant with all regulatory requirements. We'll work with you to minimize your tax liability and maximize your wealth.
Self-Managed Superannuation Services
We're dedicated to helping you achieve your retirement goals through expert self-managed superannuation services. Our experienced advisors will work with you to create a customized superannuation strategy, ensuring a secure financial future.
About Our Team
At Balance Accountants & Advisers, we're proud of our team's expertise and dedication to providing exceptional service. Our team includes:
- Andy Pullen, Partner
- Matt Pullen, Partner
- Mark, Partner
- Katie, Accountant
- Tanya, Accountant
- Sharon, Bookkeeper
- Mitch, Trainee Accountant
- Sophie, Office Manager (Cowra)
- Dimity, Admin Manager
- Akeisha, Admin Assistant
Each member of our team is committed to providing exceptional service and expertise to our clients. We're dedicated to building long-term relationships and helping you achieve your financial goals.
Contact Us
We'd love to hear from you! If you have any questions or would like to learn more about our services, please don't hesitate to get in touch.
Disappointing Experiences
Some users have had a negative experience with this accounting service. Ju Last mentions that they were very disappointed with the service, citing high fees and a tax investigation that they believe was instigated by the accounting firm to line their pockets. They also suspect that the name change was just a ploy to cover up the same people being involved.
Positive Feedback
On the other hand, there are some positive reviews. Chris Gascoigne mentions that they had excellent communication and a good first impression with the accounting firm. Steve Roy says that they have used Balance Accountants for years and appreciate the great all-round service and value for money they receive.
Unclear References
There are some unclear references in the reviews. Balance Payroll mentions that Phil Sax has no affiliation with them and that his review should be disregarded. It's unclear what Phil Sax's affiliation with Balance Accountants was supposed to be, or why his review was disputed.
Warning
Phil Sax, one of the reviewers, warns others to steer clear of the accounting firm, claiming it's a total rip-off and that they overcharge customers. They also mention that the name change was just a ploy to cover up the same people being involved.