Services
Are you ready to elevate your accounting experience?
Ready for a future where you see your projected profits, not just past figures?
Ready for your business to provide you with consistent income and secure your retirement?
Concierge Bookkeeping
Bookkeeping at a Higher Level
When you're ready to move beyond basic bookkeeping or lighten your workload, BalancedBooks is here to take the reins.
We handle your day-to-day financial records and deliver clear, actionable insights into your business’s profitability, so you can focus on growth with confidence.
This service includes:
Accurate Bookkeeping & Monthly Financial Statements
Year-End Tax Reporting Package
Custom-Tailored Chart of Accounts
Unlimited Support & Guidance
Ideal for entrepreneurs and small business owners with annual revenue over $100,000.
Part-Time CFO
A View into the Future
Gain clarity and control over your business finances, owner pay, and long-term goals.
With consistent insight and proactive planning, you’ll build confidence in the financial direction of your business—month after month.
This package includes:
Accurate Bookkeeping & Monthly Financial Statements
Annual Tax Reporting Package
Monthly Strategic Planning Meeting
Cash Flow Forecasting & Analysis
Custom Quarterly Tax Estimate Guidance
Designed for solo entrepreneurs and small business owners with annual revenue of $200,000 or more.
Outsourced Chief Financial Officer
Expert oversight for your growing business
Partner with us as your fractional CFO to support strategic, sustainable growth.
We work alongside you and your leadership team to deliver financial clarity, forward-thinking strategy, and data-driven insights—empowering you to make confident, informed decisions.
Core Services Include:
Cash Flow Forecasting with a Target Profit Margin of 20–30%
Strategic Planning to Build a 3–6 Month Cash Reserve
Comprehensive, Year-Round Tax Planning
Best suited for business owners with an established business model and annual revenue of $750,000 or more.