How to Get Started
Balanced Books Pro Bookkeeping understands that every business has different bookkeeping needs, so we provide a full range of service options to keep your business up and running. We strongly recommend an collaborative outsourced on-going bookkeeping service to ensure your books are up to date at all times.
STEP 1: Monthly Bookkeeping Services Consultation – Free
Bookkeeping Services are tailored to your needs. In this free phone consultation, we gather information and learn your organization’s bookkeeping needs. Together, we create a monthly Bookkeeping Plan that fits your needs.
CLICK here and select a Date & Time for a Monthly Bookkeeping Service Consultation – (it’s free!).
STEP 2: Engagement Letter for Monthly Bookkeeping Services is created based on agreed proposal. First month payment received.
STEP 3: Onboard Meeting Scheduled: Onboarding Meeting includes setting up access to systems Balanced Books Pro need to perform services based on agreed services and installation of time-saving client portal.
STEP 4: Schedule Monthly Services start date.
Balanced Books Pro Bookkeeping develops long-term partnerships with its clients to better understand their business needs. We leverage our past experiences and industry “best practices” to design solutions to meet the individual needs of our clients, regardless if they are a large organization or a small company.
Our services include, but are not limited to:
- Set up, catch up, clean up
- Accounts Payable
- Accounts Receivable
- Reconciliation
- Inventory
- Payroll and Related Tax Reporting
- Year End Tax Preparation for CPA
- Budget Forecasts
- Financial Reporting