Keeping You on Track
Relax… We’ll manage your books.
Welcome!
We specialize in Bookkeeping and Payroll Services plus QuickBooks Training for small to medium-sized businesses of all types. We like to think that adding our services to your business increases productivity allowing you, the business owner, time to concentrate running your business with important tasks like generating sales and profits!
Balanced Books Pro bookkeeping works to set realistic client expectations. The purpose of our first conversation is to understand your business bookkeeping needs. You tell us the areas you need help within your organization. All our clients use our Client Portal to streamline communications and data sharing. Our Client Portal is the secure place to upload and store files, access resource files specific to your business, efficient reminders for task completion, and lists information needed prior to month-end close. Collaborative bookkeeping was never easier!
Bookkeeping Key Takeaways
- Bookkeeping is the process of keeping track of every financial transaction made by a business.
- Each financial transaction recorded is based on supporting documentation such as a sales order, a check from a customer or a payment you made to a vendor all showing that the transaction took place.
- And at the end of the month, the transactions are balanced using your bank statements and supporting documents.
- When your bank accounts are reconciled, your books are balanced.
- Keeping your records up to date monthly makes end of the year tax preparation efficient.
