Services
Bookkeeping Solutions Designed
Around Your Business
Whether you're looking for ongoing bookkeeping, QuickBooks support, or one-time project assistance, Balanced Business & Bookkeeping offers flexible services to help you stay organized, compliant, and confident in your finances.
No matter where you're located, all services can be provided remotely throughout the United States.
Services Designed Around Your Business
General Bookkeeping
Keep your financial records accurate, organized, and up to date while you focus on running your business.
What's Included
- Monthly transaction management
- Bank & credit card reconciliations
- Balance Sheet & Profit & Loss reports
- GAAP-compliant bookkeeping practices
- Ongoing financial organization
Perfect for: Business owners who want a hands-off approach to bookkeeping.
QuickBooks Online Setup
Starting fresh with QuickBooks Online? We'll build your accounting system correctly from day one.
What's Included
- Complete QuickBooks Online setup
- Customized Chart of Accounts
- Bank & credit card account connections
- Business-specific configuration
- Ready-to-use bookkeeping system
Perfect for: New businesses or those transitioning to QuickBooks Online.
QuickBooks Cleanup
Behind on your books or dealing with inaccurate records? We'll organize and reconcile your accounts so you can move forward with confidence.
What's Included
- Error detection & corrections
- Transaction entry
- Account reconciliation
- Monthly, quarterly, or yearly cleanup
- Financial reports ready for your tax professional
Perfect for: Businesses with overdue or inaccurate bookkeeping.
QuickBooks Training
Learn how to confidently manage your own books with personalized QuickBooks Online training.
What's Included
- One-on-one customized training
- Zoom training sessions
- Recorded sessions for future reference
- Training tailored to your business
Perfect for: Business owners who want to confidently manage their bookkeeping.
QuickBooks Online Conversion
Switching from another accounting platform? We'll make your transition to QuickBooks Online smooth and accurate.
What's Included
- Data migration
- Historical financial imports
- Report verification
- Account matching
- Complete QuickBooks setup
Perfect for: Businesses moving from another accounting system.
Budgeting Services
Create a realistic budget that helps you make smarter financial decisions and stay on track throughout the year.
What's Included
- Budget creation
- Historical financial review
- Income & expense analysis
- Monthly budget reporting (for bookkeeping clients)
Perfect for: Businesses looking to improve financial planning and cash flow.
1099 Processing
Take the stress out of year-end filing with professional 1099 preparation and submission.
What's Included
- Determine who requires a 1099
- Prepare and file forms
- Submission to recipients, the IRS, and applicable state agencies
- Recommendations for bookkeeping clients
Perfect for: Businesses that work with contractors or other qualifying vendors.
Project-Based Business Support
Need help with something outside of traditional bookkeeping? We're happy to help with custom bookkeeping and administrative projects.
- QuickBooks organization
- Digital file organization
- Other customized business support
- Financial data entry
- Bookkeeping projects