Welcome to Balanced Books Bookkeeping & Consulting!

balanced Books bookkeeping & consulting

Numbers You Can Trust, Partners You Can Count On

Where Accuracy, Reliability and Relationships Are Perfectly Balanced

Leave The Numbers To Us!

While You Focus On What's Important - Your Business

Who We Serve

Tailored solutions for various industries

At Balanced Books, we understand that each business has unique financial needs and challenges. 

That’s why we specialize in providing tailored bookkeeping and consulting services to a diverse range of industries. 

From franchise owners juggling multiple locations to dentists focused on patient care, medical practitioners ensuring regulatory compliance, and service-based businesses managing complex projects, our expertise spans a broad spectrum. Our dedicated team of professionals is committed to delivering accuracy, reliability, and personalized solutions, allowing you to focus on growing your business.

Who we are

Your Financial Partners
in Success

At Balanced Books, we simplify financial management for service industry and franchise owners, freeing you to focus on growth. Our precise bookkeeping services lift the burden of financial tasks, while our customer-centric approach ensures clarity and responsiveness. 

With a foundation built on integrity, transparency, and professionalism, we create long-term partnerships rooted in trust. Our collaborative team shares knowledge and drives innovation for your financial success.  Whether you run a small service-based business or a franchise, we have the expertise and experience to support your unique needs.

What We Do

Comprehensive financial services for your business

We offer a wide array of services designed to address all your financial management needs. Whether you’re looking for meticulous bookkeeping, expert QuickBooks assistance, or strategic consulting, we have the expertise to help your business thrive. Explore our tailored solutions to see how we can support your financial success and streamline your business operations.

01

Accounting & Bookkeeping

Providing comprehensive bookkeeping services tailored to suit your specific financial needs, ensuring your records are meticulously organized, up-to-date, and compliant with regulations.

02

QuickBooks Solutions

Providing comprehensive services including initial setup, personalized training sessions, and continuous support for QuickBooks Online to ensure seamless integration and optimized usage.

03

Consulting Services

Tailored consulting services are available to assist your business in enhancing processes, optimizing efficiency, and fostering growth.

Benefits of Outsourcing Your Bookkeeping

Maximize efficiency and focus on your core business.

Outsourcing your bookkeeping to Balanced Books brings numerous advantages that go beyond just keeping your financial records in order. By partnering with us, you gain access to a team of cross-trained professionals who ensure seamless continuity and eliminate the hassle of rehiring and retraining. 

Our services save you time and resources, allowing you to focus on what truly matters—growing your business. 

With our commitment to accuracy and compliance, you can trust that your financial records are in expert hands. Additionally, our specialized insights provide you with the valuable knowledge needed to make informed financial decisions and achieve long-term success.

Save time
& resources

Focus on your core business activities and let us take care of the financial aspects by handling your books. With our expertise in bookkeeping and financial management, you can dedicate your time to achieving your goals.

Ensure accuracy
& compliance

Our dedicated team of professionals takes great care in reviewing your financial records. This guarantees accuracy and precision, ensuring full compliance with all pertinent regulations and standards in the financial industry.

Gain expert
insights

Leverage our team’s experience and expertise to empower yourself with the knowledge required for making financial decisions. You can confidently navigate all your financial choices and achieve your long-term financial aspirations.

Frequently
Asked Questions

Answers to common questions about our services

We understand that navigating the complexities of financial management can raise many questions. To help you get the answers you need quickly, we’ve compiled a list of frequently asked questions. Whether you’re curious about our services, processes, or what sets us apart, our FAQs are designed to provide clear and concise information for your convenience.

What is bookkeeping, and why is it important for my business?

Bookkeeping is the process of recording and managing your business’s financial transactions. It’s essential because accurate records help you track income, expenses, and cash flow, which are critical for making informed business decisions and ensuring tax compliance.

What services do you offer?

We offer a wide range of services tailored to meet your needs, including expert bookkeeping services, tailored QuickBooks solutions, full-service payroll processing, and professional consulting services to help you make more informed business decisions.

How can outsourcing benefit my business?

Outsourcing can save you valuable time by delegating tasks to external experts. This approach not only ensures precision in the work but also opens the door to benefit from their expert insights and specialized knowledge, ultimately enhancing the overall quality and efficiency of your operations.

What industries do you specialize in?

We offer bookkeeping services for a wide range of businesses, including franchises, dental and medical offices, service-based businesses, and other small to medium-sized enterprises across various industries.

How do I get started with your services?

Getting started with our bookkeeping services is easy! Here’s how it works:

  1. Initial Consultation: Contact us to schedule a free consultation where we’ll discuss your business needs, challenges, and goals. This helps us understand how we can best support you.
  2. Customized Game Plan: After our consultation, we’ll prepare a customized Game Plan outlining the services we recommend, pricing, and a plan tailored to your business.
  3. Set Up & Onboarding: Once you approve the Game Plan and sign our engagement letter, we’ll begin the onboarding process, which includes setting up your bookkeeping system, connecting your accounts, and organizing your financial data.
  4. Get to Work: After everything is set up, we’ll begin managing your books, providing regular reports, and handling any other services you’ve selected.
  5. Ongoing Support: You’ll have a dedicated bookkeeper and ongoing support to ensure your finances are accurate and up-to-date, with regular check-ins to ensure we’re meeting your expectations.

Simply reach out to us via phone or use this CONTACT FORM and we’ll guide you through each step.

Can you help my business if I’ve fallen behind on bookkeeping?

Absolutely! We specialize in catch-up bookkeeping services and will help bring your financial records up to date, no matter how far behind you may be.

How much do your bookkeeping services cost?

Our fees depend on the complexity and frequency of services needed. We offer competitive pricing and customized packages based on the specific needs of your business.

Will I have a dedicated bookkeeper?

Yes, we assign a dedicated bookkeeper to your account who understands your business and financial goals, ensuring continuity and personalized service.

Do you offer payroll management services?

Yes, we can handle all aspects of payroll management, including processing employee payments, handling payroll taxes, and ensuring compliance with labor regulations.

Do you offer consulting services?

Certainly! Our team specializes in providing personalized consulting services aimed at enhancing and optimizing your business processes.

Tools for your business

Essential resources to manage your finances effectively
Explore all our useful tools designed to help your business.

Payroll
Calculator

Easily calculate paychecks using this payroll calculator.
try now

Small Business Revenue & Expense Tracker

Use this Excel spreadsheet to track revenue & expenses.
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Identity Theft
Victim Checklist

Report fraud and review your credit report thoroughly with this checklist.
try now

What Our Clients Say

Our clients' satisfaction and success are the ultimate measures of our effectiveness. 

We take pride in the long-term relationships we’ve built and the positive impact our services have had on their businesses. Hear directly from our clients as they share their experiences and the benefits they’ve gained from partnering with Balanced Books.

Join Our Team

We're hiring Bookkeepers

Perform various bookkeeping tasks, while maintaining high quality customer service. Client satisfaction is the success of our company and should be the number one priority of the Bookkeeper. Ability to efficiently manage workload and prioritize tasks to ensure that all deadlines are met.

Insights

Bookkeeping and accounting news

Where We Share Insights, Tips, And Expert Advice On All Things Financial Management

Ready to Get Started?

Take the first step towards financial clarity.

Ready to Get Started?

Take the first step towards financial clarity.