Balanced Advisory Co. is a Melbourne-based financial advisory and bookkeeping practice working with organisations that operate under clear responsibility.
We partner with law firms, real estate agencies and governance-focused businesses that require dependable financial management and clarity in their reporting.
Our focus is simple: ensure financial records are reliable, obligations are met and leadership has the information it needs to act decisively.
Founded by registered BAS Agent Vanessa Yates, the practice brings more than 25 years of experience across bookkeeping, trust accounting and financial management.
Since 2014, it has evolved from a compliance-focused bookkeeping firm into an advisory partnership supporting organisations that depend on consistency and financial control.
Our approach is grounded in practical accountability. We prioritise systems that are clear, repeatable and resilient over time.
We’ll sit down to discuss and understand your regulatory obligations, reporting requirements and internal processes.
We review then strengthen the processes that underpin financial accuracy and reporting consistency.
We provide ongoing financial guidance so issues are addressed early rather than retrospectively.
Our role is to reduce uncertainty and create stability through dependable financial management.
Balanced Advisory Co. is supported by experienced bookkeeping and compliance professionals who share the same commitment to precision and clarity.
Behind every ledger is a business owner carrying responsibility. Our role is to protect what matters, your compliance, your financial clarity and your confidence in decision-making.
Vanessa brings more than 25 years of experience across bookkeeping, trust accounting and financial advisory services. As a registered BAS Agent, she supports organisations where accuracy and disciplined financial management are essential.
Her approach is pragmatic and steady, focused on strengthening internal financial practices and supporting confident leadership decisions.
Simone brings more than 20 years of experience across public accounting, retail and hospitality. She oversees complex client portfolios while guiding the bookkeeping team to maintain high standards of accuracy and consistency.
Her expertise includes payroll, accounts management and financial reporting, ensuring systems remain reliable and fit for purpose.
Theresa supports clients with disciplined bookkeeping and reporting preparation. Known for her accuracy and organisation, she ensures financial records remain up to date and dependable.
Arvin focuses on financial systems and process improvement, supporting accurate record management and efficient workflows across client portfolios.
We partner with organisations that value:
Our services are designed for organisations that recognise the importance of proactive
compliance and considered financial guidance.
If this reflects your organisation’s priorities, we welcome a considered discussion.
Yes. Balanced Advisory Co. is led by Vanessa Yates, a registered BAS Agent with more than 25 years of experience across bookkeeping, trust accounting and financial advisory services.
We work with organisations that operate within structured or regulated environments, including law firms, real estate agencies and professional services. Our clients value consistency, reliable reporting and long-term financial support.
While we provide disciplined bookkeeping services, our role extends beyond transactional record-keeping. We support clients with ongoing financial oversight, reporting clarity and practical advisory guidance that strengthens day-to-day financial management.
Yes. While we are Melbourne-based, we support clients across Australia through structured remote systems and ongoing advisory engagement.
We begin by understanding your existing processes, reporting requirements and operational structure. From there, we establish clear systems and provide consistent support designed to strengthen reliability and reduce uncertainty.
