About Us

Perfect Balance Financial Services was established to provide a simplified bookkeeping solution to assist small to medium business owners and tradies. Our bookkeeping process has been designed to take away the stress and compliance burdens placed on small business.

Over the past couple of years our practice has diversified to include the National Disability Insurance Scheme (NDIS) and we now provide a specialised services designed to assist both NDIS Service Providers and NDIS Self Managed Participants to navigate the NDIS.

ABOUT OUR OWNER/GENERAL MANAGER


Katrina is our Owner/General Manager and is a Certified Bookkeeper and Registered BAS Agent. With over 20 years experience, she has worked across many industries working with small businesses to streamline their bookkeeping processes.


Katrina has had extensive experience in the legal, retail and trade industries however, over the past couple of years, she has become passionate about the NDIS sector and we now provide a specialised bookkeeping service for both NDIS service providers and NDIS self managed participants.


With a family member being an NDIS participant, Katrina experienced first hand just how confusing the process of finding service providers and navigating the minefield of funding and budgets can be. She wanted to assist participants to self manage their funding by taking away some of the financial and administrative burdens but still allowing them the freedom to choose the best service providers for them to achieve their NDIS goals and live their best possible lives.

At Perfect Balance Financial Services, we are passionate about empowering our clients to understand their business finances. We do this by using the latest technology which enables us to arm you with up to date financial information to enable you to make informed business decisions.

With over 20 years experience in the financial services industry we have been fortunate to work with many amazing business owners and see the passion and drive they have for running those businesses. We have also witnessed some of the struggles that business owners face on a day to day basis keeping up to date with their bookkeeping and compliance obligations. We wanted to alleviate some of that stress and give business owners back time, whether that be time to work on the business rather than in the business or a little extra time at the end of the day to spend with the family rather than working through the night keeping paperwork up to date.