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Our offer is aimed at self-employed people, founders and companies who want to relieve the burden on their ongoing accounting, payroll or commercial organization. In the initial consultation, we clarify which tasks you would like to outsource, which processes already exist and whether the desired support falls within our range of services.

Our location is Dresden. Many organizational tasks can also be coordinated remotely. We will clarify whether digital collaboration makes sense for your company based on the services required and your existing processes.

Moumn Suliman is your contact at Finance Balance. As part of the collaboration, we agree on how queries are collected, information is transmitted and coordination is organized.

Call us on 0351 88899099 or write to info@finance-balance.de. Briefly describe your enquiry and how we can reach you. When requesting an appointment, please tell us your preferred contact method.

Yes. For example, you can only request support with ongoing payroll or sorting your receipts. Together we will determine which work you will take on yourself and which tasks Finance Balance will handle for you.

A clearly regulated handover to your tax advisor can be part of the cooperation. We coordinate which evaluations and documents are required and who will take on which tasks. Tax decisions and reserved activities remain with your tax advisor.

No. Finance Balance only provides the permissible services within the scope of Section 6 Nos. 3 and 4 of the Tax Advisory Act. Within the appropriate legal framework, this includes in particular the booking of ongoing business transactions, ongoing payroll accounting and the preparation of income tax returns. Legal and tax advice is not offered.

No. Annual financial statements and tax returns are not part of our offer. We can organize documents and process ongoing work within the agreed framework so that your tax advice can rely on a clear document base.

Finance Balance has knowledge of DATEV, DATEV LODAS and Lexware as well as common office and organizational tools. We check individually which system can be used in a specific mandate and which handovers are possible.

It starts with a personal conversation. You describe your situation and we discuss the scope, documents, responsibilities and the desired start. You will then receive an offer tailored to your needs. Only after the coordination do we start with the agreed tasks.

For an initial assessment, information about the type of company, the approximate number of monthly receipts, the employees and the software used so far will help. You do not have to send us any confidential documents via an unsecured contact request.

The effort depends, among other things, on the volume of documents, the number of employees, the condition of the documents and the agreed tasks. That's why we don't mention any flat-rate prices on the website. After getting to know each other, we will discuss an individual offer with a clearly defined scope of services.

Collaboration can be organized digitally. We will agree with you in advance which transmission method and which file formats are suitable. Please do not send sensitive personnel or financial documents until a suitable transmission channel has been agreed upon.

You don't have to have everything perfectly prepared before the first interview. We get an overview together and discuss whether it makes sense to view and sort things first. If there are larger backlogs, we will agree on priorities and a realistic scope of processing.

First, open tasks, available documents and contact persons are clarified. We then coordinate a structured handover. A binding start date can only be set once the required information and responsibilities are known.

Scope, remuneration and contractual conditions are agreed individually. No specific terms or price promises are promised on the website. The conditions are discussed before the collaboration begins and recorded in the offer or contract.

The appropriate rhythm depends on your document volume and the agreed tasks. Before we start working together, we discuss when all documents should be available and how queries will be processed.

The specific scope will be discussed based on the employment relationship. To get started, it is particularly important to have complete master data and the agreed remuneration information. We will let you know what information is missing for the work undertaken.

Yes. You can contact us in the preparation phase. We clarify which business and organizational questions we can handle and which topics require additional specialists.

Yes. Briefly describe the scope and desired purpose to us in advance. We will then discuss whether an initial review makes sense and how processing can be narrowed down.