bookkeeping

OUR DONE FOR YOU BOOKKEEPING PLANS

These packages are examples of the common solutions we offer for our clients. However, we schedule a meeting with every new client and if needed, we will customize a service package specifically for your business needs.

STARTER

FOR SIDE HUSTLES & START UPS

This service is for you if you just started a side gig & want to keep your finances in order for Tax Season. You aren’t generating much but have monthly consistent income.

Unlimited Transactions
Unlimited Email Support
1 Bank Account
Monthly Financial Reports
QBO Essentials Subscription

BASIC

FOR THE SMALL BUSINESS

This is perfect for you if you want a basic Bookkeeping service to keep your finances in order. You want to see your financial reports each month but don’t need additional support.

Unlimited Transactions
Unlimited Email Support
Up to 2 Bank Accounts
Monthly Financial Reports
QBO Essentials Subscription

Add Your Heading Text Here

ADVANCED

FOR THE ESTABLISHED BUSINESS

This is our most popular service. This service is for you if you are an established business with consistent income and are generating $75K+ a year in income. You need additional monthly support and accountability to help you stay on track with your business goals.

Unlimited Transactions
Unlimited Email Support
Up to 3 Bank Accounts
Monthly Financial Reports
QBO Essentials Subscription
30 min Monthly Meeting
Annual Business Budget

VIP

FOR THE GROWING BUSINESS

This service is for you if you have been in business for several years and are generating $100K+ each year. You need additional monthly support and accountability to help you stay on track with your business goals. You need quick answers to business financial questions that may come up.

Unlimited Transactions
Unlimited Email Support
Up to 5 Bank Account
Monthly Financial Reports
QBO Essentials Subscription
45 min Monthly Meeting
Annual Business Budget
Receipt Management
Slack Channel

NOT READY TO COMMIT TO MONTHLY SUPPORT?

Other Done for you Bookkeeping options

ONE TIME

This service is for you if you are a small business that is not interested in monthly Bookkeeping support. You simply want your annual financial reports for Tax Season.

Unlimited Transactions
1 Bank Account
Combined Financial Reports

QUARTERLY BOOKKEEPING

FOR THE ENTREPRENEUR

This service is for you if you are an entrepreneur that doesn’t generate monthly consistent income. Your business consists of large projects that take several weeks to complete. You want to view your quarterly financial reports and keep your finances in order for Tax Season.

Unlimited Transactions
Unlimited Email Support
1 Bank Account
Quarterly Financial Reports

What's Included in all our Done for You Plans?

FULL BOOKKEEPING

We download and categorize all your business banking transactions, we then reconcile your business accounts to ensure no duplicate or missed transactions

RECORD OWNER DISTRIBUTIONS & CONTRIBUTIONS

At times, you may need to make some personal purchases from your business account, we will make sure to record these correctly in your Books. As well as correctly recording any money you put into your business.

RECORD LIABILITIES & PAYMENTS

We make sure to correctly record any business loans or credit cards. We will ensure to correctly apply any payments made to these accounts so that the balance is correctly reflected in your Balance Sheet

IMPORT DATA FROM THIRD PARTY PAYMENT PROCESSORS

If you use a third party processor (like Stripe, Square, etc) we will make sure to bring that data into Quickbooks Online and record any merchant fees

RECORD BUSINESS ASSETS

We make sure to correctly record large purchases like equipment &/or furniture so that they reflect as business assets in your Balance Sheet

FINANCIAL REPORTS

We will deliver your financial reports straight to your inbox along with highlights specifically for your business so that you can closely monitor your business growth. We will add important notes like upcoming Quarterly Estimated Tax due dates and reminders to collect W9’s from your contractors to keep you in compliance

How It Works

01

After becoming a client, our team will take over your Bookkeeping. We are always available to respond any questions or concerns that may come up.

02

The CEO performs a Quality Review to ensure high level of accuracy. Two sets of eyes means that nothing is missed! We will only reach out to you once a month to get clarification on transaction we do not recognize

03

When it’s time to deliver your financial reports we will add important notes & highlights and deliver a presentable eye catching report! Because financial reports don’t have to be boring!

NEED A CUSTOMIZED PACKAGE?

Optional Add Ons

Payroll Processing

Up to 5 Employees Included
Payroll Reports Filed as needed
Payroll Taxes Paid as needed
W’s Issued at year end
Intuit Payroll Subscription Fee Included

$52/per run

Receipt Management

Collect receipts as needed
Organize receipts in Google Folder by Category and Date
Attach receipts to each transaction in QuickBooks Online

$50/per month

Let's Make Your Life Easier

Imagine being completely certain that your business is flourishing, you’re confident that you’re on the right path to scaling your business, and you’re spending every day doing the things you love. Our dedicated bookkeeping services can make that dream a reality.

Schedule a Meeting with us today so we can discuss how our services can change you life, or download our services & pricing guide to see what else we can do for you!

Let's Make Your Life Easier

Schedule a Meeting with us today so we can discuss how our services can change you life, or download our services & pricing guide to see what else we can do for you!

MON – FRI 9AM-5PM

ESME @BALANCEDLEDGER.COM

2990 N LITCHFIELD RD ST 8

GOODYEAR, AZ 85395

(623) 600-8881

Balanced Ledger is a full service accounting agency that offers bookkeeping, tax preparation, consulting and other business services for small business owners.

As a member of the QuickBooks Online Pro-Advisor program, we exclusively use QuickBooks software to ensure affordability. Intuit, QuickBooks, and QuickbBooks ProAdvisor are registered trademarks of Intuit Inc. Used with permission under the QuickBooks ProAdvisor Agreement.