Your Balanced Solutions provides quality, reliable bookkeeping for busy entrepreneurs who don’t want to bother with the details.

 

After you send me a message, I will send you a brief questionnaire so that I can get a basic understanding of your bookkeeping needs.  Once that’s done, I will contact you to schedule a free consultation.

After the consultation, I will review your books to determine how much clean-up/catch-up work will be required.  There is an additional fee for extensive clean-up. If the clean-up is minimal no extra fee will be charged.

 


 
Checkbook - Kristina Tyler

Clean-up/Catch-up

This service includes:

  • Assessment of current condition of bookkeeping system
  • Importing data to cloud accounting software, if necessary
  • Corrections of misclassified transactions
  • Reviewing/modifying Chart of Accounts
  • Reviewing account balances
  • Investigating unreconciled accounts
  • Preparing updated financial statements for periods cleaned up

 
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Monthly Bookkeeping Package

This service includes:

  • Recording all business transactions
  • Account reconciliations
  • Subscription to your choice of Xero or QuickBooks Online
  • Financial statement preparation
  • Direct contact with your professional bookkeeper
  • Go between for your tax preparer or CPA
  • Document organization in cloud storage

Not Ready To Commit To The Full Package?
Check The Services Listed Below And See If I Can Help You Out With A Smaller Project. 
  • Quickbooks/Xero Set up-For those who are just starting out and need a little direction.  I will get everything ready and then advise on how to proceed.
  • QuickBooks/Xero Transition-For those who are transferring the books to cloud accounting software.  I will move the data into the software and ensure everything balances.
  • Quickbooks/Xero Clean Up-For those who want a professional bookkeeper to review their current bookkeeping practices and make any necessary corrections.
  • Quickbooks/Xero Catch Up-For those DIY business owners who fell behind and need a little help getting caught up.