Balance Financial & Plan Management is an accounting and NDIS plan management practice in Camberwell, Victoria, operating as a registered NDIS financial intermediary. Its plan management service pays provider invoices promptly, issues statements, lodges claims against participants' NDIS funds and works alongside each participant's support plan. In-house bookkeepers and accountants handle invoice processing and answer queries daily, and clients can follow their funding through an app and online portal. The practice, founded by CPA Australia member Kendra Caruso, also offers bookkeeping, payroll and business advisory work using Xero, MYOB and Reckon.
Plan Management
Plan management delivered as a registered NDIS financial intermediary: provider invoices are accepted and paid promptly, statements issued and claims lodged against the participant's NDIS budget, with help through the budget process.
Victoria
English
