Bookkeeping Services Tailored for Your Business
At Balanced View Bookkeeping, I offer personalized, comprehensive bookkeeping services designed to support small and family-owned businesses. From financial reporting and reconciliations to tax-ready financials and expert guidance, my goal is to simplify your financials so you can focus on what truly matters—growing your business with confidence.
Tier I
For small businesses needing essential financial tracking.
- Cloud Technology and Automation: Access to Pixie (email encryption) and Rewind (file backup).
- Financial Monitoring: Expert review of expenses and proactive advice.
- Tax-Ready Financials: Prepared and ready for tax season. (up to 20 mins)
- Transactions & Reconciliation:
- Up to 100 transactions reconciled monthly.
- Bank, credit card, and loan reconciliations (1-4 accounts).
- Accounts Receivable: Manages up to 25 customer payments monthly.
- Payroll: Ensure payroll expenses are posted correctly.
Tier II
Ideal for growing businesses needing comprehensive support.
- Cloud Technology and Automation: Access to Pixie (email encryption) and Rewind (file backup).
- Financial Reports: Monthly Balance Sheet, Profit & Loss Statement, and Cash Flow Statement.
- Financial Highlights Video: Quarterly video summary.
- Financial Monitoring: Expert review of expenses and proactive advice.
- Tax-Ready Financials: Prepared and ready for tax season.
- Transactions & Reconciliation:
- Up to 200 transactions reconciled monthly.
- Bank, credit card, and loan reconciliations (5-9 accounts).
- Accounts Receivable: Manages up to 25 customer payments monthly.
- Payroll: Ensure payroll expenses are posted correctly.
- Sales Tax: Includes sales tax management with software for Colorado and other states.
- Depreciation for Fixed Assets: Managed monthly.
Tier III
For established businesses requiring detailed, ongoing financial management.
- Cloud Technology and Automation: Access to Pixie (email encryption) and Rewind (file backup).
- Financial Reports: Monthly Balance Sheet, Profit & Loss Statement, and Cash Flow Statement.
- Financial Highlights Video: Monthly video summary.
- Financial Monitoring: Expert review of expenses and proactive advice.
- Tax-Ready Financials: Prepared and ready for tax season.
- Transactions & Reconciliation:
- Over 200 transactions reconciled twice a month.
- Bank, credit card, and loan reconciliations (10+ accounts).
- Accounts Receivable: Twice a month management for up to 25 customer payments.
- Accounts Payable: Twice a month management for up to 25 vendor bills.
- Payroll: Ensure payroll expenses are posted correctly.
- Sales Tax: Managed with or without sales tax software for Colorado and other states.
- Depreciation for Fixed Assets: Managed monthly.
Professional Certifications
With a commitment to excellence and continuous learning, Balanced View Bookkeeping holds industry-recognized certifications that reflect expertise and dedication to providing top-quality service. Each certification showcases my qualifications to support your business’s financial success.