Our Services
At Balanced Books and Beyond, our goal is to simplify your financial world and give you the clarity you need to grow. Every service is designed with small businesses in mind — flexible, reliable, and tailored to your unique needs.
Bookkeeping and Quickbooks
Accurate, reliable books are the foundation of your business. Whether you need ongoing monthly bookkeeping or one-time QuickBooks cleanup, we’ll make sure your records are clear, organized, and up to date. Our focus is on removing the stress and confusion so you always know where you stand financially.
Examples of support provided:
Monthly reconciliations and categorized expenses
Clean financial reports you can actually use
QuickBooks setup, troubleshooting, and optimization
Chart of accounts cleanup and organization
Catch Up and Prep
Falling behind on your books doesn’t have to feel overwhelming. We specialize in bringing your records current quickly and accurately, so you can stop worrying and move forward with confidence. When it’s time for taxes, you’ll have everything your CPA needs — neatly organized and ready to go.
Examples of support provided:
What this includes:
Historical bookkeeping catch-up (months or years)
Year-end prep and financial clean-up
CPA-ready reports for smooth filing
Support in transitioning from “scramble mode” to proactive planning
Financial Process Automation
Manual financial tasks take up valuable time and create room for errors. We help you streamline with automation — setting up systems that keep things accurate and consistent while saving you hours each month. The right tools keep your business moving smoothly and give you real-time visibility into your numbers.
Examples of support provided:
Automated invoicing and expense tracking
Bill pay systems and vendor management
Receipt and document management
Integrated financial dashboards
Strategic Advising
Balanced Books and Beyond isn’t just about keeping records straight — it’s about helping you use your numbers to make smarter decisions. We provide financial modeling, forecasting, and ongoing guidance so you can plan with clarity. Think of it as having a financial partner by your side, not just a bookkeeper.
Examples of support provided:
Cash flow forecasting and “what if” scenarios
Financial modeling for growth and planning
Budgeting and reporting tailored to your needs
Second-opinion reviews for important decisions
Business Insights
Numbers tell a story — but only if they’re presented clearly. We build custom reports and dashboards that help you see exactly what matters most to your business. From profitability analysis to trend tracking, we turn raw data into actionable insights that help you lead with confidence.
Examples of support provided:
Custom financial reports and visual dashboards
Profitability and cost analysis
Department, client, or project-level reporting
Metrics tailored to your specific business model
Personalized Support
Every business is unique, and we believe your support should reflect that. Beyond bookkeeping, we offer flexible help in areas like AR/AP, HR, and admin support — making us a true partner in your financial operations. Whether you need someone to handle invoices, manage bills, or coordinate employee onboarding, we adapt to fit your needs.
Examples of support provided:
HR & Admin Support: Employee onboarding, payroll coordination, benefits tracking, and light office management
Custom support: Extra hands where you need them most in your financial workflow
Ready to Get Started?
No matter which service you choose, our focus is the same: to bring clarity, consistency, and confidence to your business finances. Book a consultation today and let’s talk about the right level of support for you.
FAQS
Do you replace my CPA or accountant?
No — we complement them. We make sure your books are accurate and usable year-round, so your tax prep (and business decisions) aren’t a scramble.
What kind of businesses do you work with?
We support a variety of small businesses — including law firms, consultants, and other professionals — but we also work with trades, nonprofits, and hybrid models. If you’re running a business and want better financial visibility, we can help.
What makes you different from other bookkeeping services?
We don’t just reconcile and categorize. We help you understand what your numbers mean — and use them to run a better business. It’s bookkeeping with strategy behind it.
