Wellbalanced

Name: Wellbalanced
Address: First Floor, 297 Kenilworth Road, Balsall Common, Solihull, CV77EL, GB
Telephone: +447494450279
Price range: $

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Wellbalanced

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We love sorting things out. Numbers. Paperwork. Sock drawers. Especially numbers though. So get in t

19/10/2026

"It's probably wrong"

"It's a bit basic but..."

"Please don't laugh, but it's a bit of a mess"

Please do not be ashamed of your accounts.

A good finance professional will never judge you.

They may give you suggestions on how to improve.

Maybe tell you about a rule you should have followed or something you've claimed for that you shouldn't.

But you should never be made to feel stupid.

I have never seen someone's accounts and thought:

"Blimey, she must be an absolute moron" or

"This is hilarious! She's miscoded that expense!".

What I see is someone creative and driven and passionate who's running a successful business, and hasn't been taught how to do accountancy.

Not an idiot.

Just someone who has never had the support they need.

Numbers don't come easily to everyone.

That's why the Fearless Female Finance Festival Exists.

So that we can move away from being embarrassed and unsure, to being confident and in control.

If this resonates and you'd like to join us, message me. I have a cheeky discount code.

16/10/2026

I love having the opportunity to work 1:1 with business owners during my power hours and help them gain clarity over their own bookkeeping and accounts.

Could I help you too?

14/10/2026

Made a big purchase for your business but wondering why you can’t see it in your P&L?

Hopefully, this helps explain where that elusive purchase has gone…

12/10/2026

Just gonna leave this here...

As if! I'm a bit excited about this.

As soon as I heard about the Fearless Female Finance Festival I knew I had to get involved.

If you've followed me for a while you'll know my frustrations around how people get made to feel small or stupid for not understanding their numbers, and how that fear doesn't need to exist.

So an event to focus on fixing that?

Right up my boulevard.

I'm on the Business Money Matters Panel with the amazing Catherine Hyde and Flo Chadaway and we'd love to see you there!

And if you fancy coming along, I've got a special discount code too. Just DM me and Ill send it over. :)

09/10/2026

Real connections are made when people come together in person.

I was speaking at two networking groups this week.

One for social enterprises and one for women in business.

Two different locations.

Two different groups of people.

But one thing was the same.

The connection.❤️ Sounds cheesy doesn't it? 😂

But both rooms were full of people who listened and offered support and help to people they didn't know.

Not every networking group has that.

Plenty of them see you fending off aggressive, business card thrusters, who just want to sell to you.

But the Socially Shared Womens Business Support Network has always been different.

Karen Heap has nurtured a community of people who prioritise connection and collaboration and it's genuinely refreshing to be a part of.

I was really conscious that both of my sessions needed to be useful and not just a boring accounts lecture.

I'm very grateful to have the opportunity to share things that might genuinely help people.

Turns out talking about numbers can bring people together after all. 😂

Thank you also to Emma Hewitt and Amy Dyble CeMAP Mortgage Advisor for inviting me to hijack your sessions, and to Hetal Trivedi for being such a lovely warm host. 🩷

06/10/2026

She gets around a bit! 😂

This Thursday I'm speaking at Socially Shared Stourbridge with a whistle-stop tour around getting to grips with your numbers.

It's not something that you planned to need to know when you started your business.

You just wanted to carry on being awesome at the thing you're awesome at.

But it doesn't need to be stressful. I'm going to do my best to simplify what you need to know about tax, bookkeeping and MTD... hopefully without making you want to rip your eyes out.

So if you're in the area, I'd love to see you!

05/10/2026

I'm speaking at Get Social on Wednesday about the numbers that are really important for Charities and CICs.

If you are involved in running a charity or CIC, we'll be looking at reserves, restricted funds, and how to make sure you're properly funding your overheads.

You'll walk away with simple ways to keep track of the numbers that matters. plus the five questions you need to be able to answer every month to keep your trustees happy and give your NFP a long and successful future.

I'd love to see you there. 😁

02/10/2026

Are you interested in finding out more about our bookkeeping services? We'd love to chat.

01/10/2026

One of the trickiest things for a charity to manage, is how much money they actually have available to spend.

It seems like it should be obvious.

Step 1: look in the bank
Step 2: spend money.

But it's not like that for charities.

Charities need to keep a number months of unrestricted funds in the bank at all times. The magic number is set by the reserves policy, but it's usually 3-6 months of running costs.

So just because the cash is sitting in the bank, it doesn't mean it's available to spend.

Then there are those funds that have been supplied with specific criteria on how they can be used. You can't spend that on anything that's not on the original list.

And then you need to know what payments are coming up next and what funding is in the pipeline (and how much of that will be paid by cheque… why is this still a thing btw?!)

It can go from being cash rich to no longer viable in moments when you look at the breakdown of funds that are held.

If you want to learn more about how to keep tabs on it all, and a bit more besides, I'm speaking at Get Social in Kenilworth next week and answering all your questions!

I'd love to see you there. 😁

Wednesday 7th October. 10 am until 12 pm.
The Abbey Field, Kenilworth

Secure your ticket here:
https://sociallyshared.co.uk/events/ #!event/2026/10/7/get-social-networking-in-kenilworth-the-numbers-that-matter-to-charities-cics

Together, we can build stronger, more connected communities through the social economy.

30/09/2026

Sometimes, it can seem like your Accountant is speaking another language - hopefully this guide helps to give you some clarity.

Address

First Floor, 297 Kenilworth Road, Balsall Common
Solihull
CV77EL

Telephone

+447494450279

Website

https://linktr.ee/wellbalanceduk

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