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!


Monthly Bookkeeping

Services

All monthly bookkeeping packages include:

  • QBO set-up

  • Syncing of bank and credit card accounts to QBO

  • Recording and classification of transactions

  • Reconciliation of accounts (bank and credit card)

  • Monthly Financial Statements

  • Annual statements provided to your tax preparer


Additional Services

  • Historical Clean-Up

  • Catch-Up on overdue books


Training

  • QuickBooks Online Training

  • QuickBooks Payroll

  • Gusto Payroll