Balance My Books, a trusted name in bookkeeping and financial services, was created by its founder after 30 years in business. His mission is to ensure business owners avoid burnout and improve their work-life balance. As a result business owners have the financial and business clarity and support he once searched for himself.
Balance My Books empowers businesses to thrive by providing comprehensive financial and reporting services that include bookkeeping support, payroll, accounts payable and receivable, cash flow and bank reconciliations These expert financial services are tailored to the unique challenges of each specific industry, as part of a dedicated partnership.
Why us
• Comprehensive support: BMB provides end-to-end bookkeeping, payroll, compliance, and financial reporting services tailored specifically for hospitality businesses. This allows you to focus on building client relationships, delivering strategic insights, provide weekly reports to the client and growing your portfolio.
• Work-life balance: enjoy the flexibility of working from home with business hours that support your personal life.
• Marketing and Sales Support: access to branded proposal templates, lead generation tools, and sales process guidance.
• System Access: use of BMB's proprietary templates, procedures, workflows, and reporting tools.
The Role of A Licensee
• Client Relationship Management: develop and nurture strong, lasting relationships with a portfolio of hospitality business clients, acting as their trusted advisor and primary point of contact. Understand their individual business goals and challenges to provide tailored support.
• Account Growth & Retention: proactively identify opportunities to upsell and cross-sell additional Balance My Books services to existing clients, demonstrating the value of expanded support.
• New Business Development: prospect for new clients within the hospitality industry through targeted networking, referrals, and participation in industry events. Effectively present the value proposition of Balance My Books to potential clients.
• Performance Monitoring & Reporting: track key performance indicators (KPIs) for client accounts and provide regular reports to clients on their progress and the value of Balance My Books services.
• Industry Engagement: stay up-to-date on industry trends and best practices within the hospitality sector to better serve clients and identify new opportunities for Balance My Books.
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