+ WHAT WE DOYour Balanced Books can simply help you get your business up
and running or help you manage your finances with a monthly contract tailored to your company. |
+ NEW SOFTWARE SETUP
Finally decided to invest in an accounting program (i.e. QuickBooks or Sage)? We
can get you set up and ready to go! This includes inputting your Chart of Accounts,
Products and/or Services, Customers, Vendors and Employees. We can also input your
company's financial history for a clear picture of where you currently stand financially.
can get you set up and ready to go! This includes inputting your Chart of Accounts,
Products and/or Services, Customers, Vendors and Employees. We can also input your
company's financial history for a clear picture of where you currently stand financially.
+ ACCOUNTS PAYABLE
- Updating and maintaining records of expenditures
- Sending out payments for company credit cards
- Inputting vendor invoices
- Ensuring that all payments are sent on time
- Resolving payment discrepancies and disputes on behalf of the company
- Sending out payments for company credit cards
- Inputting vendor invoices
- Ensuring that all payments are sent on time
- Resolving payment discrepancies and disputes on behalf of the company
+ ACCOUNTS RECEIVABLE
- Preparing and sending invoices to customers
- Posting payments to customer accounts
- Organizing and filing deposit receipts as invoices are paid
- Preparing reports on delinquent accounts and customer payment profiles
- Reconciling cash receipts and deposits
- Posting payments to customer accounts
- Organizing and filing deposit receipts as invoices are paid
- Preparing reports on delinquent accounts and customer payment profiles
- Reconciling cash receipts and deposits
+ BANK & CREDIT CARD RECONCILIATIONS
Let us reconcile your books on a monthly basis to ensure the accuracy of your accounting
records. We will comb through your purchases, sales, receipts, and payments to get your
books matching your bank statements down to the penny!
records. We will comb through your purchases, sales, receipts, and payments to get your
books matching your bank statements down to the penny!
+ PAYROLL & TAXES
You gotta pay the people who help make your company a success! We can get each member
of your staff set up in the Payroll Center along with filing state and federal payroll taxes.
of your staff set up in the Payroll Center along with filing state and federal payroll taxes.
+ FINANCIAL STATEMENTS & REPORTS
The importance of accurate financial statements cannot be underestimated. These reports
examine your company's past and current financial data and performance, which allows you
as well as external parties such as investors, creditors, and tax authorities to estimate future
risks and growth potential. Whatever report you need, we can generate it!
examine your company's past and current financial data and performance, which allows you
as well as external parties such as investors, creditors, and tax authorities to estimate future
risks and growth potential. Whatever report you need, we can generate it!
+ NEED A LESSON?
We are happy to share our knowledge with you so can run your business more efficiently!
Sessions with our experienced staff are available on an hourly basis to answer all of your
bookkeeping questions.
Contact us today to schedule your appointment!
Sessions with our experienced staff are available on an hourly basis to answer all of your
bookkeeping questions.
Contact us today to schedule your appointment!
+ NOTARY PUBLIC
As an added perk, we have a notary public in house to officiate documents.