Our Services
Custom Quote to fit your needs
Have peace of mind knowing your books are current and accurate through the year and at tax time.
Transaction categorization
Account Reconciliation
Fixed Asset & Depreciation Tracking
Real Estate flip inventory tracking
Receive financial reports, KPI’s and insight to help you understand the financial health of your business.
Income Statement (Profit & Loss)
Balance Sheet
Accounts Payable Reports
Customer Accounts Receivable Reports
Cash Flow Reporting
Virtual meetings to review financial reports
“In Balance Bookkeeping did an outstanding job handling several years of our business taxes, meticulously organizing everything to be reported to our CPA. They were incredibly friendly, accommodating, and easy to work with, always working around my schedule to ensure smooth communication. Their professionalism and dedication made the entire process much less stressful. I truly appreciate their expertise and would not hesitate to use their services again for any future accounting needs. Highly recommended!””
Affordable, business solutions tailored to your needs with a personal touch.
Bookkeeping Clean-Up for Prior Years
Chart of Accounts Setup & Clean-Up
QuickBooks Online Setup
Accounts Payable & Accounts Receivable
Inventory Balance Management
Budget Setup
Cash Flow Advisory
For many business owners, bookkeeping is a tax-time project. Catching up a year of financial data, collecting receipts, searching for information, often filing late - and if your books aren’t accurate, you’re probably paying too much in taxes. All of this creates stress and steals valuable time and energy from your business. To make it worse, by the time you’re putting this data together, the year has ended, and you’ve lost the opportunity to strategize. Accurate financial reports provide a tool to understand the health of your business, to plan for tax time, and be proactive rather than reactive.
We will not only remove that weight from your shoulders, but we will provide affordable personalized services, helping you utilize your financial reports for business and tax strategy. Businesses often don’t fit into cookie cutter pricing plans - we will only charge for the services you need. Reach out today for a quote.