Simplifying Your Finances, One Step at a Time
At Balannx, we believe that managing your business’s finances shouldn’t be overwhelming. Founded by Fiona—a down-to-earth finance expert with a passion for helping businesses succeed—we’re here to take the guesswork out of your financial planning. Whether it’s CFO services, bookkeeping, tax filing, or tax planning, our friendly team is dedicated to giving you clear, straightforward financial solutions.
Our Story
Fiona started Balannx with one goal in mind: to make financial management accessible and stress-free. With years of hands-on experience, she knows that every business is unique. That’s why we offer customized services, like building financial dashboards that integrate with QuickBooks and Xero, so you get real-time insights tailored just for you.
What We Do
We offer a range of financial services designed to fit your needs:
CFO Services:
From budgeting and forecasting to strategic planning, we provide the expert guidance your business needs.
Bookkeeping:
Stay on top of every transaction with monthly tracking, reconciliations, and detailed financial reports.
Tax Filing & Planning:
We handle everything—from reviewing your financial documents and finding deductions to filing both state and federal returns—making tax season a breeze.
