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. To help you cope with those inevitable last-minute reconciliations, we always provide as-needed service, but we strongly recommend an on-going bookkeeping service to ensure your books are up to date at all times.
- Email us: Hello@BalancedBooksPro.com or go to our Contact page and email us from there
- Initial Meeting – We will schedule a meeting to discuss your current bookkeeping situation, your needs, and requirements, hopes and concerns. In this meeting we will also discuss options, projects, and ongoing service costs.
- Bookkeeping Assessment – We will assess current bookkeeping records, structure, procedures, policies and provide recommendations and suggestions for improvement and best practices. We will determine the most critical items that should be implemented as soon as possible and less critical items that can be implemented later.
- On-Going Bookkeeping – We will schedule a convenient time to provide bookkeeping services of your choosing. Most of our clients require regular weekly services, but we do provide services as needed.
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.
Balanced Books Pro Bookkeeping works to set realistic client expectations and to achieve the highest possible levels of client satisfaction through first-rate bookkeeping policies, best of breed solutions, and the industry’s best bookkeepers.
Our goal has always been to give our customers the expertise and resources to use their financial information to their benefit. Balanced Books Pro Bookkeeping provides you with a single source of professional expertise and resources you need to streamline financial management and bookkeeping functions at an affordable price. Balanced Books Pro Bookkeeping uses advanced processes, tools and methodologies, to deliver superior services to match your needs.
You can choose from a variety of services and plans that range from routine day to day data entry and management to complete bookkeeping and reporting outsourcing. Balanced Books Pro Bookkeeping helps you turn your books into an effective, efficient component of your growing business. Our goal is to serve as your partner with a focus on providing cost effective and efficient solutions.