MANAGING YOUR CHARITY’S FINANCES THROUGH THIS PANDEMIC

Discover our free e-Book which provides guidance on how to manage your charity’s finances through this difficult time

ARE YOU LOOKING FOR MORE FROM YOUR AUDITORS?

We are a firm of accountants helping companies and charities obtain timely audits of their accounts, which provide new insights into the effectiveness of their finance functions, whilst minimising the disruption for their finance staff.

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Flexible approach

We give you the option of an interim audit. By choosing this option, some of the audit work is performed before your financial year has ended, leaving a smaller amount of work to complete after the year end, which helps with the timely finalisation of your audit.

Remove the hassle

How we work needs to complement your working practices and ensure that disruption to you and your team is kept to a minimum. By keeping our requests and the sharing of information organised, and tailored to how you prefer to work, we can remove the hassle from your audit experience.

Share meaningful insights

Data analytics tools allow us to review your organisation’s transactions quicker and in greater detail than would otherwise be possible. Combined with our knowledge and expertise, we are able to provide you with new insights into the effectiveness of your organisation’s finance function.

HELPING OUR COMMUNIITY TO GROW

One of our Core Values

We volunteer our time and give our support to help good causes

CHARITIES

We love working with charities

CHARITIES

We love working with charities

HELPING OUR COMMUNITY TO GROW

One of our Core Values

We volunteer our time and give our support to help good causes

MEET OUR FOUNDER

Dan Proctor founded Balance Rec, with a vision that by utilising the latest technologies, the company could deliver an audit service to its clients which is smart, efficient and that provides meaningful insights to help our clients evolve.

RECENT NEWS & INSIGHTS

Insights

Changing your auditor

Have you ever considered changing auditors, but then were not sure how you can go about it? This is not an uncommon question that we

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WANT TO FIND OUT MORE ABOUT HOW WE COULD HELP YOU?

Book a 15-minute, no-obligation, Discovery Call with founder Dan Proctor. He’ll ask you a few questions about your organisation that will help us discover if we are the right fit for each other