Finance & CFO Advisory
Strategic finance support through Fractional CFO services, planning, reporting and decision support.
Practical Finance & Business Advisory
We develop and facilitate improved Finance and Strategy Functions.
Balance Planning partners with business owners and professionals to improve financial management, governance, compliance and business performance through practical advisory services.
We help our clients achieve
- ✔ Better Cash Flow
- ✔ Stronger Internal Controls
- ✔ Executive Finance Leadership
- ✔ Regulatory Compliance
- ✔ Sustainable Growth
What We Help You Achieve
Guarantied stability and continuous improvements.
We help organisations build stronger finance functions that support better decisions, sustainable growth and long-term resilience.
Risk & Internal Controls
Reduce financial leakages, improve governance and strengthen business processes.
Performance Management
Budgets, dashboards, forecasts and KPI reporting that support better decisions.
Compliance
Financial reporting, taxation and regulatory compliance delivered with confidence.
Our Services
Practical solutions for every stage of business growth.
Finance & CFO Advisory
Executive financial leadership without the cost of a full-time CFO.
Key Services
- Fractional CFO
- Cash Flow Management
- Financial Planning
- ERP Implementation
Better decisions • Stronger cash flow • Growth readiness
Business Performance and Reporting
Turn financial data into business insight with reliable reports.
Key Services
- Management Accounts
- Financial projections
- Business performance reviews
- KPI Dashboards
Reliable reporting • Actionable insights • Perfomance management
Internal Controls & Compliance
Protect your organisation from unnecessary risk.
Key Services
- Internal audit support
- Tax management
- SOP development
- Risk registers
Reduce risk • Improve governance • Better controls
Training
Develop administrative, leadership, and finance capability across your team.
Key Services
- Transformational leadership training
- Microsoft Excel training
- Accounting package training
- Finance team mentoring
Capacity development • Increased autonomy • Competence
BP SME & Professionals Clinic
Gain critical insights from our monthly live sessions.
Join us as we discuss teams, governance, leadership, sustainability, budgeting, business strategy and more.
Ready to Talk?
Let's strengthen your strategy and finance functions.
Whether you need strategic finance leadership, stronger governance or better reporting, we are ready to help.