MEET BALANCE REC

Friendly, trusted accountants, auditors and advisors

We recognise that every organisation is unique; each has their own culture, systems, and ways of working. We appreciate these different qualities and acknowledge the need for a tailored approach to each of our audits, to complement how you like to work.

However, the one thing that is consistent to all our work, are our values and principles, which form the foundations for everything that we do.

OUR VALUES & PRINCIPLES

RELATIONSHIPS ARE IMPORTANT

Taking the time to get to know you, your organisation and how it operates is key to the development of our relationship with you. The more we know, the more efficiently we can work, and the easier it is for us to identify potential opportunities to provide guidance and advice which helps your organisation to evolve.

We always aim to keep the same teams working with you each year; to ensure that knowledge gained, is not lost.

SUPPORTING OUR CLIENTS

Whilst our work will primarily be focussed around your year end, that does not mean that we won’t be there for you when you need our support. We recognise that challenges can arise at any time.

We will keep you informed when changes arise that may affect you and your organisation, and will always be available to answer your questions throughout the year.

SHARING OUR INSIGHTS

We believe our audits should provide you with more than just a signed report to accompany your accounts.

We challenge ourselves to use insights from our work to identify opportunities to move your organisation forward. Utilising the latest data analytics software is a key tool to help us rise to this challenge, as it enables us to scrutinise your financial data in greater detail – identifying potential weaknesses in your processes and where you may be vulnerable to fraud or error, to be fixed before they become a problem.

GIVING BACK

We enjoy doing our part, giving back, to help our community grow

For us, giving back takes various different forms, including:
  • Encouraging staff to take on voluntary positions, including becoming charity trustees.
  • Committing to donating a share of our profits each year to good causes.
  • Freely sharing our technical knowledge through our social media platforms.

MEET OUR FOUNDER

I am a Chartered Accountant, a member of the Institute of Chartered Accountants in England and Wales, and an audit specialist.

I began my career in accountancy, mainly because I found it to be a good fit for me, combining my talent for numbers with the analytical training I had received when I studied Economics at University.

However, as my career has progressed, I have found that it is not the numbers, but the ability to help people in my work which I have valued the most. Using my expert knowledge to help a client solve a problem, and make a positive change in their organisation has been the one thing that has given me the greatest satisfaction in my career.

If I had to describe myself in one word, when it comes to my clients, that word would be dedicated. When an organisation trust their affairs with me, I never take it for granted. I will give my all to provide that client with the best customer experience.

Thank you for taking the time to visit our website, and I hope to get to know you soon.

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Dan Proctor

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