We will need your bank statements every month. We can setup your bank statements to automatically sync with QuickBooks so that you can focus on your business while we handle your bookkeeping. You can also send us your documents if you prefer. We use secure cloud based software and email for document delivery.
When and how do I send my documents to you?
We provide excellent customer service, and we are here to serve you. We can absolutely meet more often to meet your specific business needs. We can even provide weekly cash meetings to help you optimize your cash flow.
We will have your financial reports delivered by the 10th of every month so that you can better plan for your business.
Don’t worry about that. We can help clean-up any messy transactions or inaccurate records from your past. We will discuss the details as necessary for your specific situation.
Let’s talk about it! We love innovation and are constantly trying new concepts. Let’s work together to improve your special projects and optimize your business.
We are currently working in USA, Canada, Mexico and Belize. As long as you are with QuckBooks Online, we can service you anywhere in the world.
We also have a CPA to provide all of your tax preparation, consulting, & strategy for your business!
What if I need a more frequent schedule than monthly?
What countries are we currently serving?
WHAT IF I NEED TAX PREPARATION?
What if I need assistance for special projects?
What if my books are behind schedule or need a clean-up?
When do you deliver my monthly financial reports?
We analyze and record all of your business transactions through QuickBooks to compile monthly financial statements such as P&L and Balance Sheet.
How does monthly bookkeeping work?
We specialize in QuickBooks and are QuickBooks Online Certified ProAdvisors. We work remotely, or we can set up in person meetings to help you better understand your bookkeeping. We utilize cloud based software for easy and secure document uploads and transfers.
What type of bookkeeping services do you offer?
We use a flat rate fee per month. We can talk about your specific business needs and figure out how we can best serve you.
Frequantly asked questions
What are the fees?
You no longer stress about being prepared for tax season and you know exactly where your money is going.
We Work Together
Step 03.
We’ll review all current accounts in depth to determine a timeline and an upfront one-time or monthly estimate.
Assess & Estimate
Step 02.
Call us or submit a contact request and we’ll reach out to you to learn more about your bookkeeping needs.
888-632-2890
Call Us
Today
Step 01.
How it Works
Stay Informed Every Step of the Way
We believe in clear and open communication. Our team will keep you informed with regular updates and reports, ensuring you always have a complete picture of your financial status.
Transparent Communication
Guiding Your Business to Success
Your Privacy Is Our Priority
Beyond managing your books, we provide proactive financial advice to help you make informed decisions. Our insights can lead to cost savings, increased profitability, and long-term growth.
At Balance Numbers Bookkeeping, we prioritize your privacy and security. We use industry-standard measures to protect your financial data, ensuring it remains confidential and secure at all times.
Proactive Financial Advice
Secure and Confidential Service
Easy and Efficient Start
Choose the Plan That Works for You
Getting started with Balance Numbers Bookkeeping is simple. Our seamless onboarding process ensures a smooth transition, allowing us to quickly dive into managing your books with minimal disruption to your operations.
We offer flexible engagement options to suit your business needs. Whether you require ongoing support or one-time project assistance, Balance Numbers Bookkeeping provides the right level of service to keep your finances in check.
Seamless Onboarding Process
Flexible Engagement Options
We're Here When You Need Us
Our commitment to your business doesn't end after setup. We offer ongoing support and maintenance, ensuring your financial processes run smoothly and any issues are promptly addressed.
Ongoing Support and Maintenance
Customized Services to Fit Your Needs
At Balance Numbers Bookkeeping, we understand that every business is unique. We tailor our bookkeeping solutions to meet your specific requirements, ensuring precise and efficient financial management.
Personalized Bookkeeping Solutions
Amy Patz
"Choosing Balance Numbers Bookkeeping was one of the best decisions I made for our company. Monika's reputation in the field is well-deserved; her expertise and thoroughness are second to none. What sets her apart is her commitment to customer service. She takes the time to understand my business needs and provides tailored solutions.
Monika helped me realize that I can achieve more than I ever dreamed.
Rae Ratsleff
"I have worked with many bookkeepers over the years, but none compare to Monika at Balance Numbers Bookkeeping. Her extensive experience is evident in the high-quality service she provides. She is incredibly attentive to detail and always goes above and beyond to ensure my financial records are accurate and up to date. As a busy business owner, I appreciate her reliability and professionalism.
A true asset to any business!"
Hooman Rafie
With over 25 years of experience, Monika brings unmatched expertise and a keen eye for detail to the table. Her ability to navigate complex financial landscapes across different countries is impressive. Not only has she helped streamline my bookkeeping processes, but her exceptional customer service and personalized approach have also made the entire experience stress-free.
Highly recommend!"
Our Clients
