TWO PACKAGES, ENDLESS STRESS-FREE SUPPORT

QUARTERLY BOOKKEEPING

Looking for the support of an experienced bookkeeper without the month-to-month commitment? Our Simple Financial Checkpoint Package is tailored just for you! This simple package includes:

  • A 60-minute quarterly meeting to review your books via Zoom

  • Basic assessment of your Income Statement & Balance Sheet

  • Interactive brainstorming session for discussing current quarter's finances and general business questions

  • Fundamental insights, recommendations and conversations around goals for the next quarter

01 / Simplified Quarterly Review

Please note: this session does not entail mentorship, projections or budgeting; for deeper insights, contact Beckie for more information about our comprehensive packages

  • CFO or Advisory Services

  • Extra meetings

  • 1099 services and Insurance Audits

  • This package does NOT cover advanced reviews, strategies nor a pre-call QuickBooks review.

  • Physical bookkeeping or account reconciliation

  • Tax-related inquiries (except basic bookkeeping questions)

  • Payroll or HR assistance

  • Handling tax payments

But wait, there's more! Here's what's not included (although we can customize and add services for an additional fee):

02 / Advanced Quarterly Review

* Package 02

* Package 02

Looking for some extra assistance beyond our Simple Financial Check- point Package? Then the Elevated Financial Checkpoint Package is for you. This elevated package includes everything from the Simple Package, and:

  • 90-Minute quarterly strategy session to review your books via Zoom

  • Advanced analysis of your Income Statement and Balance Sheet

  • Interactive brainstorming session for discussing current quarter's finances and general business questions

  • Advanced discussions on cash flow, business objectives, and growth strategies (please note: this session does not entail mentorship, projections or budgeting; for deeper insights, contact Beckie for more information about our comprehensive packages)

  • Fundamental insights, recommendations and conversations around goals for the next quarter

Added Bonus: Balanced Office Solutions' pre-call QuickBooks review, ensuring comprehensive recommendations and preemptive adjustments before our scheduled meeting to maximize our time together.

  • Physical bookkeeping or account reconciliation

  • Tax-related inquiries (except basic bookkeeping questions)

  • Payroll or HR assistance

  • Handling tax payments

But wait, there's more! Here's what's not included (although we can customize and add services for an additional fee):

  • CFO or Advisory Services

  • Extra meetings

  • 1099 services and Insurance Audits

WHO ARE THESE PACKAGES GOOD FOR?

If you run a service-based solo prop, single-member LLC, or S Corp with revenue under 200k, and your QuickBooks is already clean and reconciled, possessing basic bookkeeping skills, and an openness to learn, then these packages are an excellent fit for your business!

Already taken my QBO training? Boost Your Training Results! These packages are the perfect comple- ment to enhance your knowledge and skills. It offers valuable accountability and support, ensuring that you stay on track and achieve even greater success in managing your financials.

Let's dive in and elevate your financial understanding and business decision-making together!