Services

Every business does not fit into a one-size-fits-all business model. Each business has its own nuances and unique needs. We see you! We are not a one-size-fits-all service provider. We know that every one of our clients has their own needs and we are here to meet those. We will provide you with a custom bookkeeping package that is exactly what you need. Contact Us today to schedule your consultation to see how we can provide the Balance your Creativity needs!

Core Monthly Bookkeeping Services

This package includes the following:

  • QBO set-up(if applicable)

  • Syncing of bank and credit card accounts to QBO

  • Recording and classification of transactions

  • Reconciliation of accounts (banks, credit cards, loans)

  • Receipt Management

  • Monthly Financial Statements

  • Annual statements for your tax preparer

premium Monthly Bookkeeping Services

This package includes the following:

  • All Core Bookkeeping Services listed above

  • Monthly Financial Review Meeting – A 45-minute meeting to walk through financial statements, answer questions, and provide insights on your business performance

  • Enhanced Support – Priority access for day-to-day bookkeeping questions and troubleshooting

  • CPA Collaboration

Additional Services

  • Historical Clean-Up (Prior Year’s)

  • Catch-Up on overdue books

Training

  • QuickBooks Online Training

  • QuickBooks Payroll

  • Gusto Payroll