Bookkeeping & Accounting Support

Having a balanced approach to your finances is critical for making sound decisions.

But keeping up with the day-to-day accounting and bookkeeping can be a full-time job in itself.

That’s where we come in!

We offer expert accounting and bookkeeping services that can take the burden off your shoulders and give you the peace of mind that comes with knowing your finances are in good hands. We'll make sure all your numbers are accurate and up-to-date, so you can focus on what's important: your mission.

Our Plans

  • COMPLETE

    Full-scale bookkeeping, financial operations, and CFO advisory support for organizations seeking total coverage of their accounting and finance functions.

  • MOMENTUM

    Essential bookkeeping and financial operations support for budding organizations needing access to CFO level expertise to inform key decision making.

  • ACCELERATE

    Core bookkeeping support for leaders who want to focus on getting off the ground without having to worry about keeping up with their books.

Which plan is right for you?

Full-Charge Bookkeeping

We make sure all of your accounts are accurate and up-to-date. We provide regular reports on the financial status of your business, so you'll always know where you stand. Plus, our bookkeepers can help you fix any neglected accounts and build systems to prevent falling behind in the future.

Vendor Payments

We manage setting up new vendors, reviewing invoices for accuracy, and obtaining the necessary approvals from your team. This way, you can feel confident that your vendors are being taken care of and that your business is running smoothly.

Invoicing & Collections

We offer a complete accounts receivable solution that will make your life easier. With our invoicing and payment tracking support, you'll always know where you stand. And if there are any overdue payments, we'll help you follow up so you can get the money you're owed.

Financial Operations

We make it easy to keep track of grant deadlines, budgets, and progress. We also offer contract management and tracking, so you can be sure that your projects are on schedule and within budget. Plus, our job costing and project tracking features make it easy to monitor progress and profitability.

Payroll

We'll handle your payroll, making sure everything is up to snuff and compliant with all the necessary employment tax requirements. This includes direct deposit, vacation and sick time accruals, as well as preparing and filing quarterly 940 and 941 federal payroll reports.

CFO Strategy & Advisory

We work with our clients to define key performance indicators, and then we track progress and provide analysis and recommendations for improvement. Our CFO calls are designed to be interactive and informative, and we are always available to address any questions or concerns our clients may have.

We get to work in just 4 easy steps!

  • We believe that every business is unique, and we are committed to helping you find the solutions that best fit your needs. We know that time and energy are precious resources, and we strive to make the most efficient use of them.

    Our quick questionnaire is designed to help us understand your organization and your needs so that we can provide you with the best possible solution that meets your needs.

  • After submitting your questionnaire, you will receive an email with a link to schedule a call with us to get better acquainted. We take the time to get to know you and your business, so that we can offer tailored services and solutions that will make a real difference.

  • We're all about giving you what you want. So, after talking with you and hearing all about your needs, we'll put together a proposal tailored specifically to the services you're interested in. No generic, one-size-fits-all solutions here!

  • At the start of our partnership, we will begin with a kickoff call to introduce you to our team and processes. We will then dive straight into your Quickbooks setup, reviewing and updating your chart of accounts to ensure uniformity across all accounts.

    Once that is done, we will move on to categorizing and reconciling all of your transactions so that we can produce accurate monthly financials.

    Finally, we will chart out a roadmap to guide us through out the engagement so you always know what to expect.

    Throughout this entire process, you can rest assured that you have our full attention - we always prioritize client satisfaction above everything else.

We also offer additional standalone services that are focused on providing just the right solution for your organization.

  • Catch-Up Accounting

    If you're missing months or even years of bookkeeping, we're here to help. We'll get you back on track quickly and efficiently, with total accuracy.

    Our team of experts will make sure your books are accurate and up to date, so you can focus on what you do best.

    Starting at $350/Year of Catch-up

  • QuickBooks Set-Up & Integration

    With our help, you'll be able to maximize the potential of QuickBooks and take your business to the next level.

    We'll review your organization’s business processes and identify opportunities to leverage the power of QuickBooks. We'll map QuickBooks tasks and user roles to staff you have on hand and look for opportunities to streamline your operations.

    Starting at $850

  • Start-Up Tool Kit

    If you're like most startups, you're constantly looking for ways to streamline your operations and cut costs. But when it comes to your finances, you can't afford to skimp on quality. That's where Balanced Ops comes in.

    Our Start-Up Toolkit includes everything you need to get your financial house in order, from customized accounting systems to integrating e-commerce and business tools. Plus, our detailed process and workflow resource guide will help you confidently maintain your books on your own.

    Starting at $1,200

Free up your time and focus on what you do best, knowing that your books are in good hands with Balanced Ops.

 FAQs

  • We offer 6, 9, and 12 month subscription terms for each of our plans.

  • Of course! You can upgrade or down grade your plan at any time. Just give us 30-days notice so we can provision your tools and apps accordingly with minimal service interruption.

  • Certainly! Just book a free consultation above and complete our quick questionnaire. We will schedule a discovery call and build a custom plan for you based on your needs.

  • You can cancel at anytime. Just give us 60-days notice so we can facilitate a smooth off-boarding and hand-off process.