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SERVICES

Bookkeeping

Our bookkeeping services typically include:

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  • Recording, classifying, and reconciling transactions from bank accounts and credit cards

  • Accounts Payable/Accounts Receivable tracking

  • Production of Balance Sheet, Profit & Loss, and other financial statements

  • Journal entries (accruals, deferrals, adjustments)

  • Coordination with your CPA and payroll services provider

  • Video conferencing, phone, and email support

 

Additional services may be available based on individual client needs.

Flat-Rate Plans

Monthly or quarterly plans are intended for clients that already have established bookkeeping practices, cloud-based bookkeeping software, and are looking for ongoing support at a predictable rate. Your specific plan will be developed after an assessment of the volume and complexity of your needs.  

Hourly-Rate Engagements

Hourly pricing is available for clients that are just getting started with bookkeeping or switching platforms, or have a discrete project need, or have special requirements.

Free Initial Consultation

All engagements start with a free consultation to help gauge if Finding Balance is right for you. 

Additional Services

Organizational Advising and Administrative Services

When business processes, organizational systems, and your books align, you (and your business) can find balance.  

Discounts

Our professional affiliations with QuickBooks Online and FreshBooks can save your business money.

QuickBooks Level 1 ProAdvisor Badge
FreshBooks Collaborative Advisor Badge

Free Initial Consultation

All engagements start with a free consultation to help gauge if Finding Balance is right for you. 

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