Our Approach

What we care about

We are passionate about helping you shape your business to achieve the success you deserve without sacrificing the life you want. After over 30 years advising a broad range of client as Accountants, Advisers and Consultants in Cardiff, South Wales and beyond, we have the skills to guide you whatever circumstances your business may face.

We help you grow and shape your business to enjoy the level of work-life balance you desire, as a successful and happy business owner.

You may be happy with your work life balance and want to focus entirely on building up a healthy bank balance or your may have enough in the bank, but no time to enjoy it. You decide what’s important and we’ll help you achieve it.

We truly believe in making a difference in everything we do.


By investing in our team to develop their full potential, by continually improving how we do things and developing the range of services and level of support we give, so you get the best out of your business and finally by using our business to change the world through B1G1 and other charity commitments.

Our commitment to you

We promise to:

Add value to your business and balance to your life

Make a measurable difference to your life and prove it

Ensure you keep as much of your hard earned cash as possible

Treat you as a person not a number

Give you a  friendly professional service that won’t be matched elsewhere for value

Deliver on our promises- on time, every time

Agree a fixed fee at the start -So you get the service you want with no nasty, surprise bills 

Give you your figures within 30 days if you give us all your information on time

Use no jargon – Just clear, helpful advice

Always be honest and tell you how it is – warts and all

Work with businesses we can help- If we are not for you or you are not for us, we will tell you

Listen to you and act on your feedback

Provide the services you need to prosper 

Provide a tailor made solution to your accountancy needs

Change the world for the better- Every time you buy we give (see our work with B1G1)

Guarantee our work – if you don’t receive true value for money you don’t have to pay

Our wide range of services cover all your accountancy and business development needs and are tailored to individual requirements. As well as our Bronze Balance service you can choose a  Silver, Gold or Platinum Balance service, giving you the flexibility, value and support you need to help your business prosper while you still live your life to the full.

We don’t just give you the numbers, we explain what they mean and how to improve them.

Our Dental and Healthcare specialist advice has helped to sustain and develop our client businesses through the complexities of an ever-changing NHS. You can be assured that we are always up to date with the latest changes and will apply this knowledge to your best advantage.

Our Clients

Our client base covers a vast range of professions: Dentist to tradesman, sports professional to restaurant owner, pharmacist to hairdresser, musician to architect – all with a service designed to fit their needs.

We treat every client as a person, not a number.

Service with a smile. Friendly and fast!