Business Details
13 Years
experience
Your Trusted Virtual Finance Department in Verwood
Established in 2013, Balanced Bookkeeping Solutions has become a trusted partner for small businesses across Dorset and Hampshire. Our expertise spans bookkeeping, VAT compliance, payroll, and virtual finance department services, tailored to meet the unique needs of diverse industries. Led by Lucy-Jayne Rogers, a certified bookkeeper with corporate financial experience, we combine meticulous attention to detail with advanced cloud software solutions.Our commitment to clarity ensures clients receive actionable financial insights while we handle time-consuming administrative tasks. By offering flexible support models, including ad-hoc onsite assistance, we empower businesses to focus on growth without compromising financial accuracy. Our integration of QuickBooks Online and Xero platforms, alongside specialist knowledge of HMRC compliance, positions us as a comprehensive financial partner for SMEs.
Services
Bookkeeping
VAT Returns
Payroll
Management Accounts
Cloud Software
Self Assessment
Credit Control
Paperless Systems
Details
- Year established: 2013
Highlights and features
- Established in 2013 with proven SME accounting expertise
- Tailored packages including software costs
- Free 30-minute discovery consultation
- Direct HMRC communication for compliance
- Local accountant referral network
Associations and certifications
- Institute of Certified Bookkeepers
- QuickBooks Online Silver Pro-Advisor
Services
Bookkeeping
We manage daily financial transactions including invoice processing, bank reconciliations, and expense tracking using cloud-based systems. Our Making Tax Digital compliant processes ensure accurate record-keeping for businesses in Verwood and surrounding areas. Clients receive regular updates and financial performance insights to support informed decision-making.
VAT Returns
Our HMRC-registered specialists prepare and submit monthly or quarterly VAT returns with expertise in import/export regulations. We handle complex VAT calculations and maintain compliance with changing legislation. Businesses benefit from our proactive approach to tax planning and error prevention.
Payroll
We calculate employee salaries, tax deductions, and pension contributions while managing RTI submissions to HMRC. Our service includes auto-enrolment compliance and payslip generation. Clients receive timely, accurate payroll processing with full regulatory adherence.
Cloud Software
As QuickBooks Online Silver Pro-Advisors, we implement cloud accounting systems with seamless POS integration. Our solutions enable real-time financial access across devices with secure cloud backups. We provide training and ongoing support for accounting software platforms.
Management Accounts
We transform raw financial data into actionable reports including profit & loss statements and balance sheets. Custom reporting options help businesses track key performance metrics. Regular financial analysis supports strategic growth planning and cash flow management.
People
Lucy-Jayne Rogers
Founder
Certified bookkeeper with corporate finance background. Established Balanced Bookkeeping Solutions in 2013 to support SMEs. Specialist in QuickBooks Online implementation and VAT compliance. Holds Institute of Certified Bookkeepers membership.
Questions
What accounting software do you use?
We specialise in QuickBooks Online and Xero platforms with full HMRC integration for Making Tax Digital compliance.
Can you handle VAT for international trade?
Yes, we have expertise in EU VAT rules and import/export VAT regulations for UK businesses.
Do you offer one-time consultations?
We provide a free 30-minute discovery chat to assess your accounting needs and compatibility.
How do you charge for services?
We offer both hourly rates and fixed-price packages with all software costs included in pricing.
What areas do you cover?
We serve businesses in Verwood, Ringwood, Bournemouth, Wimborne, Fordingbridge and surrounding Dorset areas.
Can you assist with payroll auto-enrolment?
Yes, we manage the complete auto-enrolment process including calculations and employee communications.
