Virtual Bookkeeping, Tailored for You
Beyond the Balance helps keep your business finances organized, accurate, and ready when you need them—so you can spend less time worrying about the numbers and more time growing the business you love.
Together, we’ll identify your bookkeeping pain points and priorities, then create a customized plan designed to meet the unique needs of your business. Beyond the Balance offers monthly bookkeeping services along with a variety of add-on services, providing flexible solutions that can grow and adapt alongside your business.
Service Offerings
Monthly Bookkeeping Services:
Keep your books organized and your financial information up to date throughout the year. From recording transactions and reconciling accounts to providing meaningful financial reports, Beyond the Balance helps keep your numbers neat, tidy, and ready when you need them.
Plans start at $250 per month.
“Tax-ready” financials
Monthly financial reports specific to your business
Secure client portal for document transfer and communication (phone calls are accepted, too)
Includes:Recording Income & Expenses
Tracking Assets & Liabilities
Monthly reconciliation of bank, credit card, and any other accounts needing to be reconciled
Add-on Services:
Payroll Processing
Take some of the work out of payday. Beyond the Balance helps process payroll accurately and efficiently, so you can spend less time managing payroll details and more time taking care of your employees and your business.
Sales Tax Reporting
Keep sales tax information organized and reporting requirements on your radar. I help prepare sales tax reports and assist with the reporting process, making it easier to stay on top of your sales tax responsibilities.
Accounts Payable
Stay organized with your business bills and vendor payments. Beyond the Balance helps track what you owe, keep invoices organized, and support a smoother bill-paying process so you can better manage your business expenses and cash flow.
Accounts Receivable
Keep track of what your customers owe you and what has been paid. From organizing invoices to monitoring outstanding balances, Beyond the Balance helps you stay on top of incoming payments and maintain a clearer picture of your cash flow.
1099 Form Preparation & Filing
Make year-end reporting a little less stressful. Beyond the Balance helps organize contractor payment information, prepare the applicable 1099 forms, and assist with filing so you can approach year-end reporting with greater confidence.
Ancillary Services:
QuickBooks Set-up
Starting fresh with QuickBooks? Beyond the Balance helps set up your company file, configure key settings, and organize your accounts to fit your business needs. A good setup creates a solid foundation for keeping accurate records and understanding your finances.
Book Clean-up and Catch-up
Behind on your books or unsure whether everything is recorded correctly? Beyond the Balance helps bring your bookkeeping up to date, review records for inconsistencies, and organize transactions so you can move forward with a clearer, more reliable picture of your finances.
Payroll Set-up
Get your payroll process started on the right foot. Beyond the Balance helps configure payroll settings, enter relevant business and employee information, and organize the details needed to prepare for a smoother payroll process.
QuickBooks Online/Desktop Training
Feel more comfortable using QuickBooks to manage your business finances. Through practical, personalized guidance, Beyond the Balance helps you understand the features you need, navigate your accounts, and feel more confident handling your day-to-day bookkeeping tasks.