Services

We help your business grow through financial clarity, data-driven strategy, and systems that scale with you. Choose the service that fits your needs, or combine several services under one coordinated engagement.

Planning & Strategy

For setting business direction, budgets, and company value using numbers you can stand behind.

Financial Planning & Analysis

Structured annual budgets, feasibility studies, and 5-year strategic plans so every decision is supported by numbers.

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Business Valuation & Information Memorandum

Business valuation and investor documentation to support funding negotiations, mergers, acquisitions, or share transactions.

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Accounting, Systems & Training

For reliable monthly books, the right accounting system, and a team that knows how to use it.

Virtual Finance & Accounting

Monthly bookkeeping and financial reporting handled by our team without requiring you to build an in-house finance team from scratch.

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Accounting Software Implementation

System selection, setup, data migration, and training for Xero, Accurate Online, Jurnal.id, or Zoho Books.

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Finance & Tax Training

Practical finance, accounting, and tax training and workshops for corporate teams and individuals.

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Audit & Compliance

For stronger internal controls, credible financial statements, and orderly corporate compliance.

Internal Audit

Independent review of processes and internal controls, complete with findings and improvement recommendations.

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Financial Statement Audit

Annual audits by a licensed partner public accounting firm, with our team supporting preparation through final auditor reporting.

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Company Incorporation & Corporate Legal Services

Incorporation of PT, Individual PT, and CV entities, plus shareholder meetings and corporate data changes with partner notaries.

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Not sure which service you need?

Try the Financial Health Check in 1 minute to see which areas need attention, or discuss your business situation directly with us.

How We Work

Four simple steps from the first consultation to results your team can keep using.

  1. Free Initial ConsultationTell us about your business situation and goals. We help map the most urgent needs.
  2. Assessment & NDAWe sign an NDA, then define a clear scope, timeline, and proposal.
  3. Work With Your TeamThe project runs with regular communication so your team understands each step.
  4. Ongoing SupportAfter the project is completed, we stay available so the results continue to be used and improved.

Frequently Asked Questions

Which service is suitable for a business that is just getting started?

Bookkeeping and virtual accounting, combined with accounting software implementation, are usually a strong starting point. Clean books from the beginning make planning, audits, and future funding easier.

What is the difference between internal audit and financial statement audit?

Internal audit reviews processes and controls to help management improve how the business operates. A financial statement audit is performed by a public accounting firm and results in an opinion on the fairness of the financial statements.

Can several services be combined?

Yes. You can start with one service and combine it with others under one coordination, for example monthly bookkeeping together with annual budgeting.

Is the initial consultation free?

Yes. The initial consultation is free so we can understand your needs. A proposal is provided after the scope of work is clear.

Ready to Take Your Business to the Next Level?

Discuss your financial needs and business strategy with the Balancio team. The initial consultation is free.

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Our Process

1

Fill Out the Assessment Form

2

NDA Signing

3

Service Kick-off

4

Data Request & Collection

5

Data Processing

6

Data Verification

7

Report Delivery

Need help choosing the right service?

Our team is ready to help map out your business's financial needs and strategy — starting with a free initial consultation.

Start a Consultation