OUR SERVICES

Balanced

We get it, sometimes you want to do it yourself…we’ll be your safety net.

This package starts with a ‘One Time QuickBooks Setup & Training’ session followed by monthly meetings to keep you compliant and accountable.

⟡ Monthly Reconciliation
⟡ Monthly Reports
⟡ Unlimited access to chat support via our client dashboard

BOOK A CONSULTATION

Totally Balanced

This package is for when you’ve hit the point where you no longer want to do the accounting work yourself. We will keep your QuickBooks up to date monthly based on transactions coming in from your bank and credit cards along with a bit of help from you.

⟡ Categorize (allocate/classify) all transactions via bank feeds
⟡ Monthly Reconciliation
⟡ Monthly Call
⟡ Monthly Reports
⟡ Matching of receipts uploaded to QuickBooks Online via receipt feature
⟡ Unlimited access to chat support via our client dashboard

BOOK A CONSULTATION

Totally Balanced Plus

This package is a bit ad hoc to cover the other areas of your business that we can assist with. You may need payroll processing, bill pay, 1099s tracked or your e-commerce site connected to QuickBooks. We can help!

All services included in Totally Balanced will be included as well as what meets your needs below:
⟡ Bi-weekly categorizing (allocation/classification) of transactions via bank feeds
⟡ Payroll Processing
⟡ Bill Pay
⟡ Track Vendor W-9s for distribution of 1099s at year end
⟡ Connect your e-commerce site to QuickBooks to capture all income and expenses
⟡ Year End Review
⟡ Budget Assistance

BOOK A CONSULTATION

Barton Kubelka- Chestnut Dental

As a small business owner for 45 years, I know the true value of team members, and ones such as you are priceless. Thank you for listening to my issues, and more importantly thank you for taking prompt action to correct those problem issues. I would fully recommend you to all my friends and family.

Chris McCloy- Yapacopia

Working with Trish has been very rewarding. She is very capable and working with her will be an asset to my company.