Summary
Own an advisory business in a sector you know. You win and manage the clients, while our team runs all the bookkeeping, payroll and compliance. Recurring revenue, work from home, full support.
Royalties
10% of gross
Rent
$0 pw
Location Details
QLD Zones Available
Work from home. You are granted an exclusive territory and industry category to build your client base. Clients are serviced remotely across the region, with meetings on site or online as needed. No premises, no rent, no fit out required.
About the Opportunity
Balance My Books is not a traditional bookkeeping franchise, and you do not need to be a bookkeeper to own one.
The model is simple. You take an exclusive industry category and territory, own the client relationships, and become the trusted advisor who helps business owners understand their numbers and run more profitable operations. Behind you, our central team runs all the bookkeeping, payroll, compliance and reporting. Your energy goes into the work that builds value, winning clients and giving them insight they act on every week.
That structure is what sets this apart. Most finance and bookkeeping franchises hand you a brand and a manual, then leave you to find clients and do the compliance grind yourself. We do the opposite. The back office is already built and staffed.
Built on more than 30 years of industry experience, the model applies across many sectors, including hospitality, licensed clubs and pubs, construction and trades, retail, petrol and convenience, professional services, logistics, and health and fitness. Whatever industry you know best is where your credibility and network turn into a business.
What you own as a licensee:
- An exclusive category and territory that is yours to grow
- Recurring monthly revenue from ongoing client relationships
- Low overheads, no premises, no fit out
- The freedom to work from home with genuine flexibility
What we provide:
- A central team delivering all bookkeeping, payroll, compliance and reporting
- Advisory and reporting systems refined over decades
- Onboarding, training, sales support and ongoing mentoring
- Marketing resources, proposal templates and lead generation tools
- Structured establishment support in your first year to reduce launch risk, terms and eligibility apply
Who thrives here:
- Operators, managers and business leaders who know how their industry works
- Finance managers, CFOs and commercial managers who want their own book of clients
- Accountants, bookkeepers and advisors ready to move from compliance into advisory and ownership
- Anyone with strong networks who can build trust and open doors
You do not need to have owned a business before. What matters is credibility in your sector and the drive to build something of your own.
Send an enquiry today for the information pack. Territories are limited and granted to one licensee each.
Marketing support
You operate under the established Balance My Books brand with credibility in your sector. You receive branded proposal templates, lead generation tools and sales process guidance, plus ongoing marketing resources and support to help you win clients. A recognised national brand backs your local business development, so you are marketing an established name rather than building one from scratch.
Training provided
Full initial onboarding and setup, then ongoing training as your business grows. You also get strategic coaching on pricing, client strategy, reporting insights and client retention, plus ongoing mentoring from an experienced team. Training is competency based and delivered online and in person, so you are supported from launch through to running a mature client base. No prior bookkeeping experience required.
Skills
Relationship building and client management, becoming the trusted advisor and main point of contact. Business development, winning new clients through your network, referrals and industry events. Account growth, spotting opportunities to expand the services clients use. Commercial acumen, reading financial reports and turning them into advice. Industry knowledge and credibility in your sector matter far more than technical bookkeeping, which the central team handles.
Length of Agreement
Five year licence term with a five year renewal option, giving you up to ten years to build and grow your business. Renewal is on the standard terms in place at that time and subject to the usual conditions such as good standing and solvency. Full details are set out in the disclosure document and licence agreement, which you should review with your accountant and a franchise lawyer.
Year Business Established
2023
Year Franchising Commenced
2024
Site locations
3
History
Balance My Books was built by operators with more than 30 years of hands on industry experience. What began as a specialist bookkeeping and advisory service has grown into a licensed partnership model that pairs a central delivery team with industry expert licensees. Categories are already licensed across construction and registered clubs in New South Wales, with further sectors and territories now opening nationally.
Connect with us