Keep Your Money and Your Business Moving in the Right Direction

Here’s the real bottom line – bookkeeping can make or break your business

You can put 110% effort, time, and dedication into your business, but if you’re not paying attention to your money – what’s coming in and what’s going out – how do you know where your business stands?

Bookkeeping is one of those responsibilities that falls to the bottom of the list for many business owners.

It can be out of sight, out of mind.

But when your accountant starts asking for numbers or tax documents, you can go into an utter panic.

You get anxious and overwhelmed by:

Your numbers
Reading reports
Categorizing expenses, income, and assets
Whether you are doing it right at all

The end of the year is no time to go into your accounts and think can pull it together quickly and correctly.

That’s what we are here for, to keep you calm, organized and your books balanced on a monthly or quarterly basis.

No two businesses are the same, and neither are their bookkeeping needs.

I’ve advised hundreds of service-based business owners throughout the United States on how to manage bookkeeping, cash flow, and general day to day finances and operations.

Some clients come to us with spreadsheets and systems that need to be organized, others hand over a shoe box full of receipts and don’t know where to start. We really pride ourselves on being super non-judgmental and meet you exactly where you are, and help you get your books and your business where they need to be to thrive.

Believe me, I know – this feels like a “catch 22”. You don’t think you have the budget to hire someone since you’re already struggling.

But what is not hiring someone costing you!

We offer flexible services and solutions based on your budget.

We understand running a business is hard. You’re suddenly expected to juggle a billion responsibilities and be an expert in so many things, just so that you can do the one thing you love.

Let us help you with the parts you don’t love!

We Offer:

Monthly or Quarterly Bookkeeping
Quarterly Review Only
QuickBooks Migration, Set Up and Customized Training
Operations and Project Management
And More!

Monthly or Quarterly Bookkeeping

When you don’t have the time, energy, or desire to handle the bookkeeping yourself. Let us help!

We will keep your books accurate and up to date, so you’ll be able to make meaningful financial decisions. Minimize your expenses, limit your liabilities, and maximize your profit.

  • Record, categorize and reconcile all accounts
  • Customized Financial Reports
  • Stress free year-end reports package for your CPA

Quarterly Bookkeeping Review

If you’ve been keeping your own books, but want an expert eye on how you’ve been managing them, this is for you.

Our Quarterly Review package includes:

  • Four 30 minute 1:1 Zoom meetings with Beckie
  • Review of your Income Statement, Balance Sheet, transaction categories, and any transactions that you have specific questions about
  • Ongoing email support
  • Assistance with year-end reporting

Additional Ala Carte Bookkeeping Services Available:

Our monthly and quarterly bookkeeping packages fully cover all general bookkeeping tasks, but if you need additional services for your business, we can personalize your package to include any of the following:

  • Accounts payable (including vendor bill entry & payment)
  • Accounts receivable (including invoicing, collections, and payment posting)
  • Weekly/biweekly payroll processing through a third-party processing software
  • Meals tax reporting
  • Sales tax reporting
  • Job Costing
  • Annual services like 1099’s, annual reports, and insurance audit support

Need something else besides bookkeeping?

We are your personal “Resource Matchmakers”. Maybe you need to get business insurance, or you’re looking for a payroll service or help with set up. If we don’t offer a service that you need, we definitely know someone reliable, trust worthy and experienced who does.

All you have to do is ask!

Help! I’m Screwed.

Do you need serious help from someone who is non judgmental and no nonsense and can help get the work done for you? 

Have you ever found yourself frantically trying to match up a pile of receipts, with your QuickBooks reports, or your reconciliation is way off? Maybe a trying to match a rouge Excel spreadsheet that you’ve been keeping to QuickBooks?

You tried to stay organized, but things got tangled, and now you have no idea how to unravel the QuickBooks mess you are in.

Reach out today, and let’s get your books back in order..

The 11th Hour Fix

Your at year-end and yikes, you realize you put your bookkeeping on the back burner again! You promised yourself this wouldn’t happen again, but it did….

Don’t worry, we can help! 

We offer year-end bookkeeping clean up packages. We are not here to judge, but we both know that you need some serious help.

Wake up from your bookkeeping nightmare, and let us help get your bookkeeping caught up so you can keep up

(or hire us for on going services *wink*)

Prevailing Wage Reporting

If you bid on and won a public works project, congratulations! This requires weekly reports to verify that you’re paying your employees the proper wages for that project according your state’s department of labor standards. There are federal, state and local requirements that need to be considered. We make sure your reports include:

  • Detailed information for each employee
  • Statement of compliance
  • Any other payroll information specific to the project.

Frequently Asked Questions

Will hiring Balanced Office Solutions really make a difference?

Absolutely. No matter where you are in your business journey, keeping clean financial records is a GAME CHANGER. You will find having clean financial records can save you time, money and most of all get you a birds eye view on what you are making and spending! This will help you be able to focus on your business that you love and become more stress-free!

Can Balanced Office Solutions help with things beyond bookkeeping?

Yes! We love helping with all things business. We offer QuickBooks training, setup, migration, operations management, project managing, consulting/mentoring services, and more! 

We would love to talk to you about your big business goals and how Balanced Office Solutions, Inc. can support you beyond bookkeeping! 

What does it cost for bookkeeping services?

Our base minimum rate starts at $300.00 per month pricing is based frequency of the services performed, the level of activity and the complexity of the account.

Clean up projects will be quoted at a flat or hourly rate.

Will you work with my CPA?

Yes of course! We love being a liaison with your CPA or tax professional.

I want to do my own bookkeeping but need training… Do you offer training?

Yes, Beckie the founder of Balanced Office Solutions provides one on one or team training in QuickBooks online. Teaching is something she loves to do! Check out our all things QuickBooks for more services! 

Do you share any information and what is your security policies?

We understand how important it is to have trust in the company that you hire. The privacy of our customers is the highest importance and we do not and will not share your information with third parties. Any data that we come in contact with will be held in the strictest confidence. All passwords used are strong and unique and we utilize two-step verification whenever possible. If our agreement ends, we will return all files to you, and/or destroy them.

It’s time to make sure your money is working as hard as you are.

Let’s take your business to the next level.