top of page


young business man hand holding pen and

Tax - Business and Personal

British Pound Coins


White File Folders

Payroll Bureau

People During Workshop

Company Secretarial

Directors can often fall foul of the Companies Act by not adhering to their responsibilities - the Companies Act 2006 is a Law, breaking that law can lead to prosecution.

By appointing Create Balance is your Company Secretary you can be assured all filings will be made on time.  

Create Balance offers a range of Company Secretarial support functions - these items act as a menu for Directors:

  • Organising Board Meetings

  • Taking minutes and circulating after the meeting

  • Action logs to monitor progress and assign tasks

  • Creating resolution paperwork

  • Maintaining Statutory Records

  • Organising the AGM

  • Filing all Companies House paperwork



You may already have a bookkeeper, but you want to change products, we can provide experienced and relevant training for your employees to enable them to run the business effectively.  

Create Balance also deliver a high quality, people centric training sessions for staff on finance process and procedure.  This will help to engage staff and help them understand why certain process is important and necessary.

Speaker at business workshop and present


Create Balance are a Quickbooks Pro Advisor and also run cloud based products called Xero and FreeAgent.  We also have extensive knowledge of Sage products, CRM and various integrations including Direct Debits.

The suitability of one of these products is going to depend on the size of the business.  We can discuss this with you and discuss the various pricing structures so you truly understand what you are paying for. 

Office Desk

Independent Examinations

Some small charities require an Independent Examination of their records.  

At Create Balance we provide this cost effective service to any client who may require it.  Some smaller charities may chose to have one

for peace of mind.

Revewing Graphs
bottom of page