Pro Balanced Books

Our Service Offerings

With over 20 years of experience in accounting, we have the experience with accounting software you require.
Let us take care of your QuickBooks!

Simple Start

Perfect for start up companies that want to handle their own books, but don't know how to get set up properly
  • Setup QuickBooks Online Account
  • Connect bank and credit card accounts
  • Training on:
  • posting transactions
  • chart of accounts
  • reconciliations
  • preparing financial statements
  • and more!

Essential

Affordable bookkeeping services perfect for small business owners looking for accurate financial records
  • Record transactions in QuickBooks Online
  • Customized Chart of Accounts
  • Adjusting Entries
  • Profit and Loss Statement
  • Balance Sheet
  • Bank Account Reconciliation
  • Credit Card Reconciliation
  • Year End Financials
  • 30 min Quarterly Call

Premium

Comprehensive bookkeeping services designed for established business owners who require detailed financial insights to make informed decisions
  • All From "Essential" plus
  • 30 min Monthly call
  • Accounts Receivable Report
  • Accounts Payable Report
  • Revenue by Customer Report
  • Expense by Vendor Report
  • Trailing 12 month Profit and Loss statement
  • YTD Profit and Loss Statement vs last year
  • Balance Sheet vs last year
  • Sales Tax Preparation
  • 1099 Processing

Fractional Controller

Advanced services tailored for growing businesses seeking to maximize their financial performance and achieve their long-term goals.
  • Customized Financial Package
  • Internal accounting staff training
  • Oversight of all accounting functions
  • Ensure integrity of Financial Statements
  • Assist with annual budget preparation
  • Review internal control systems
  • and more based on your unique needs

Need additional support?

Our team of experienced bookkeepers is always available to help with any additional services you require, simply give us a call to discuss your specific needs and receive a personalized quote based on your unique business requirements.

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