CallBook a chat
Senior finance for Australian owner-led businesses

Know your numbers. Grow your profit. Sell it well.

The finance and operations muscle that helps small and medium-sized businesses thrive. One operator, not a firm of juniors.

Explore the engine ↓
What we do

Your economic engine, running well.

Operations, finance and technology, joined up, so you always know where you stand.

Balfene does itBalfene oversees
Updates made to accommodate board decisions What people see Book · Pay The front doorClean digital touchpointsBrand strategy and marketing Operations& technology Runs the businessSystems joined up, typed onceHours back from automationYour software, kept to best practice Reporting & compliance Numbers you can trustMonth-end financial reportsTax and compliance, full yearBookkeeping, done to our standard Business intelligence What the numbers meanWhy profit isn't cashProfit by site and serviceCash, twelve months outFull-year profit to free cash Strategy& courses of action Option AOption BOption CRECOMMENDED: B What we recommendOptions costed side by sideThe recommended option Board decisions The board decidesThe monthly board packEvery decision loggedThe decision itself is yours askansweraskanswerBoard queries& special projectsAnswers, on requestSensitivity analysisA discrete project or taskExit strategy& transactionsPlanned, not rushedThe moves before a saleThe sale: IM and data roomWho does whatBalfene does itBalfene oversees ityour team or advisers do it; we keepit to best practice. Done badly, itbecomes a bottleneck or an error.
WHAT PEOPLE SEEThe front doorClean digital touchpointsBrand strategy and marketingOPERATIONS & TECHNOLOGYRuns the businessSystems joined up, typed onceHours back from automationYour software, kept to best practiceREPORTING & COMPLIANCENumbers you can trustMonth-end financial reportsTax and compliance, full yearBookkeeping, done to our standardBUSINESS INTELLIGENCEWhat the numbers meanWhy profit isn't cashProfit by site and serviceCash, twelve months outFull-year profit to free cashSTRATEGY & COURSES OF ACTIONWhat we recommendOptions costed side by sideThe recommended optionBOARD DECISIONSThe board decidesThe monthly board packEvery decision loggedThe decision itself is yoursUpdates made to accommodate board decisionsBOARD QUERIES &SPECIAL PROJECTSAnswers,on requestSensitivityanalysisA discreteproject or taskaskanswerEXIT STRATEGY &TRANSACTIONSPlanned,not rushedThe moves beforea saleThe sale: IM anddata roomaskanswer

↕ Two-way with the board. Board queries and transactions go back and forth until the board decides.
↺ Back into operations. What the board decides is carried out in the business, and customers feel the difference at the front door.

Swipe sideways to see the whole economic engine.

The Pareto principle in action (80:20 rule)

A few things, done well. For owners who already run theirs well.

Balfene does not take over your business, and it is not trying to be a specialist in everything. It gets the core of your economic engine firing, so you can run the parts only you can, and it is honest about who should do the rest.

Who we work best with

Brilliant at the business. Not a finance specialist.

  • An owner who knows their field better than anyone, and built the business on it.
  • Grown past a bookkeeper and a spreadsheet, not yet ready for a full-time finance director.
  • Wants the numbers and the big decisions done properly, without handing over the keys.
  • Stays the one running it. Balfene sits beside you, not in your chair.

You keep doing what you do best, the part no one else can do. Balfene takes the part you should not have to. Not the right fit: a business looking for someone to run it day to day.

What Balfene does well

The parts of your engine we get firing

  • Front of house that looks the part: website design, UI and UXFront door
  • A clean, modern tech stack instead of a legacy tangleOperations
  • Automation that cuts admin and errors, so your people do higher-value workOperations
  • Bookkeeping kept to best practice, overseen and checkedReporting
  • Board reporting you can rely on, the same pack every monthReporting
  • Financial modelling and forecasts that hold upIntelligence
  • Business intelligence that shapes the strategyIntelligence
  • Clear recommendations, so the board makes clear decisionsStrategy

A marker for every stage of the engine above. Get these firing and the whole business runs faster, with fewer errors.

What Balfene is not

Said plainly

  • Your HR manager or recruiterYour people
  • Your lawyerA specialist
  • Your tax agent or auditorA specialist
  • Your IT helpdeskA specialist
  • Your marketing agency. We build the front of house, not the campaignsA specialist
  • A registered valuer or financial plannerA specialist

These still matter, and they still need doing. Your own team or a good specialist does them; Balfene works alongside, makes sure what they are given holds up, and can point you to good people.

How we use technology

Not a software company. Not an AI company. A nimble way to put in the systems that let you thrive.

You are not buying software or a chatbot. Balfene implements, installs and oversees best-practice systems, software and automation, and uses AI only where it gives a clear, secure result you can check. Each tool has a job, and you will know what it is.

What it does

The repeatable work

  • Pulls the numbers from your accounts, so the board pack is current, not three weeks old
  • Runs the reconciliations, reminders and reports nobody should do by hand
  • Drafts a first pass faster, so senior time goes on judgement
What it never does

The calls that matter

  • Make a decision for you
  • Write your information memorandum or ring your buyers. Anthony does that
  • Send your data anywhere you have not agreed to
How you can check

Nothing on trust

  • Every number traces back to its source
  • Every tool used on your account is named up front
  • A person checks everything that leaves the building
Your login

Everything in one place. For everyone who needs it.

One private login for the business. The owner sees everything; everyone else sees what their role allows.

Your own private portalNot a spreadsheet in someone’s inbox. Access is set up with you; nobody can sign up.
Two-step sign-inA link to your email, plus a code from an authenticator app on your phone.
The right view for each personThe owner sees everything. Managers and staff see what their role allows.
Updated every morningTotals pulled from Xero overnight, read-only: we can see your books, never change them.
Checked before you see itEvery board pack is reviewed and released by Balfene.
Plain EnglishBoard-ready and clear enough to act on. No jargon.

Portal data is stored in Australia. Access is logged.

See a preview of client access →Try the login demo →

Both are samples, not a working system: an invented business with invented figures.

Tailor your access levels

An example of the settings

Set up with you, and changed whenever you ask.

WhatOwnerManagerStaff
Progress and decisionsAllAllAll
Financial figuresAllAll–
Board packsAllAs released to managersAs released to staff
ComplianceAllAll but tax issues–
No pitch, no obligation

Not sure where to start?

That is a normal place to start. Thirty minutes on the phone and you will know, including if the answer is that you do not need me at all.

Book a chat →Or call +61 422 868 366