Virtual or onsite - we scale our services to fit your business.
Customer invoicing and accounts receivable, vendor invoices and accounts payable, payment processing, bank deposits, credit card transactions, manual checks, and bank charges, recorded accurately and on time.
Bank and credit card reconciliations, journal entries, and a fully closed set of books delivered every month.
Payroll processing and tax filings, sales tax return preparation, and annual 1099 and 1096 preparation.
If your business operates across multiple locations, departments, or project types, we track financials at that level so you always know where the numbers are coming from.
Clean books are only useful if you can read them. Every month, you receive a complete financial package, prepared by your team, reviewed by a senior advisor, and ready to act on.
Your monthly deliverables include a balance sheet, profit and loss statement, year-to-date P&L, statement of cash flows, accounts receivable and payable aging reports, sales tax reporting, bank and credit card reconciliation reports, and your general ledger. Custom reports and graphics available on request. We work with small and mid-size businesses across a wide range of industries, from professional services and legal firms to tech start ups and retail businesses. If you're past the startup phase and ready for financial partner who actually knows your business, you're in the right place.
This is the right starting point if you're currently doing your own books, outgrowing a part-time bookkeeper, or simply ready to hand off the function to a team that does this every day. It's also the foundation every higher tier of Balanced service is built on. When you're ready for CFO-level guidance, your books are already in order.
Financial statements you can trust. Time back in your week. A team that knows your business and stays current with it. And the confidence to make decisions, on hiring, pricing, expansion, or anything else, based on real numbers instead of best guesses.
