Balanz can manage the ongoing relationship with the bank on your behalf. This is of particular interest if you don’t employ a Chief Financial Officer and need to focus on running and growing your business.
Our typical services involve bank compliance, management reporting requirements, bank meetings and other matters that may arise throughout the year. As part of the arrangement, you may also benefit from regular access to our team to discuss new opportunities.
You will have a dedicated member of the Balanz team who will look after the ongoing bank relationship on your behalf. With bank managers changing on a regular basis, this provides you with stability in managing your financial needs.
We like to grow with you and make a contribution to your success in the medium to long term. The bank relationship management role allows us to stay on top of things, to make sure that you are well serviced by the bank at competitive rates, well into the future.
If you would like to experience the difference Balanz can make to your working week, please contact us today for a confidential visit.