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.

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Services Beyond the Balance Offers

Monthly Bookkeeping Services:

Plans start at $250 per month.

Includes:

  • Recording Income & Expenses

  • Tracking Assets & Liabilities

  • Monthly reconciliation of bank, credit card, and any other accounts needing to be reconciled

  • “Tax-ready” financials

  • Monthly financial reports specific to your business

  • Secure client portal for document transfer and communication (phone calls are accepted, too)

Add-on Services:

  • Payroll processing

  • Sales Tax reporting

  • Accounts Payable

  • Accounts Receivable

  • 1099 Form preparation and filing

Ancillary Services:

  • QuickBooks Set-up

  • Book Clean-up

  • Payroll Set-up

  • QuickBooks Online and QuickBooks Desktop Training