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Email:
trish@totallybalancedbookkeeping.com

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At Totally Balanced Bookkeeping there is no “one size fits all”. Our packages our customizable and tailored to fit the needs of our clients. In order to best serve you, we ask that you fill out and complete our Client Intake Form below. We’ll get back to you quickly to schedule a time for us to chat.

FREQUENTLY ASKED QUESTIONS

STILL HAVE QUESTIONS?

01. HOW DOES VIRTUAL BOOKKEEPING SERVICES WORK?

We perform the bookkeeping one of two ways: 1) QuickBooks Online 2) Cloud hosted platform or third party login to use QuickBooks Desktop or Enterprise.

Depending on the schedule that you choose for the books to be updated, we can perform the bookkeeping services daily, weekly, twice monthly, monthly, quarterly, and annually. Whenever our scheduled time occurs, the day before is the deadline to turn in documents that relate to the bookkeeping; bills, checks written, etc. During this update day, we will also perform any other tasks that may be due to process; online banking activity, payroll, paying bills, and reconciliations. We have many clients that don’t provide any documents, we can access their banking and credit card accounts online. This allows the bookkeeper to grab statements, look up check images, deposit details and be able to fill in a lot of the missing details without having to ask the client for all the information. If you don’t feel comfortable with that, we will rely on you to provide all the information necessary to keep your books balanced and up to date. You should also check with your bank, many these days allow for view only access where we are assigned our own login.

02. WHAT TYPE OF BOOKKEEPING DO WE DO?

  • After-the-fact bookkeeping – Typically once a month services that are performed after the prior month has ended. This is also common if you haven’t done your bookkeeping in a while and need some clean up. You handle the day-to-day operations of your business. We work behind the scenes on the books recording the activity that has occurred on a schedule of your choosing. We reconcile, review and provide financial reports. Prices vary and is based on the frequency of services and level of activity.
  • Full charge bookkeeping – Typically performed on a more frequent basis like once a week or daily. VBS handles the day-to-day bookkeeping operations your business. We work for you or with you, front and center, running payroll, managing AR/AP, paying bills on a schedule of your choosing. We reconcile, review and provide financial reports. Prices vary and is based on the frequency of services and level of activity. 

03. WHAT SCHEDULE IS THE WORK PERFORMED?

The recommended schedule is determined during the initial meeting and can be customized later on based on the client’s needs and level of activity. Common work schedules are: daily, weekly, twice a month, monthly, quarterly and annually. 

04. HOW DO I GET MY DOCUMENTS TO YOU?

Box is our preferred platform to collaborate, manage, and secure all of our content and processes — while maintaining compliance and adherence to industry standards.