Ongoing Virtual Finance & Accounting services without the need to build an in-house finance team from scratch. Our team handles recurring bookkeeping, and your financial reports are ready to use every month.
Balancio offers four service packages that can be tailored to your business stage and needs.
Why Choose Virtual Finance & Accounting?
- More cost-efficient than hiring and training a full-time finance team
- Bookkeeping continues consistently even when internal staff change
- Financial statements are available every month to support decision-making
- Managed using cloud accounting software so your data can be monitored at any time
- Organized, well-documented bookkeeping ready when requested by banks, investors, or auditors
Virtual Finance & Accounting Packages
Packages are tailored to your business stage and transaction volume. Scroll horizontally to see all packages.
| Business Stage | StarterNew business | GrowthGrowing business | ScaleMultiple branches | EnterpriseBusiness group |
|---|---|---|---|---|
| Daily Transaction Recording | Included | Included | Included | Included |
| Monthly Bank Reconciliation | Included | Included | Included | Included |
| Monthly Financial Statements | Included | Included | Included | Included |
| Accounts Payable & Receivable Management | Not included | Included | Included | Included |
| Inventory Recording | Not included | Included | Included | Included |
| Management Reporting & Performance Analysis | Not included | Not included | Included | Included |
| Monthly Review Meeting with a Consultant | Not included | Not included | Included | Included |
| Multi-Entity Consolidation | Not included | Not included | Not included | Included |
| Free Consultation | Included | Included | Included | Included |
| Monthly Fee | Custom quote | Custom quote | Custom quote | Custom quote |
Monthly fees are based on transaction volume, number of bank accounts, and number of entities.
What You Get
- Organized monthly bookkeeping in cloud accounting software
- Monthly financial statements: Balance Sheet, Income Statement, and Cash Flow Statement
- Up-to-date bank reconciliations and receivables/payables schedules
- Access to financial data anytime, from anywhere
- A consultant you can contact when you need help understanding the numbers
What to Prepare
- Access to company bank statements or transaction histories
- Transaction documents: sales invoices, supplier bills, and proof of payment
- Opening balances or the latest financial statements
- Customer, supplier, and fixed asset lists
- Inventory data (if your business manages stock)
- A designated contact on your side for regular coordination
Frequently Asked Questions
What is Virtual Finance & Accounting?
Recurring bookkeeping and accounting services delivered remotely by the Balancio team. You get a complete finance function without having to recruit and manage your own team.
Which accounting software do you use?
We can work with the software you already use or help you select and implement Xero, Accurate Online, Jurnal.id, or Zoho Books.
Is our financial data secure?
An NDA is signed before any data is shared, and the data is used only for the agreed services.
Can we change packages later?
Yes. The package can be adjusted as your transaction volume or business needs change.
Related Services
Our Process
Fill Out the Assessment Form
NDA Signing
Service Kick-off
Data Request & Collection
Data Processing
Data Verification
Report Delivery
Need help choosing the right package?
Discuss your business needs with our team — we'll help you find the right service and package, free of charge to start.
Start a Consultation