How Our Process Works

Consultation - Contact us to discuss your current needs, future goals & business requirements.

Assessment - Based on the info you provide & the scope of your needs, we will determine the best monthly plan for you.

Set-up - I use QuickBooks Online, the latest cloud-based accounting software. It organizes and securely stores your financial information so you can access it anytime & anywhere.

Launch - Throughout the month,  you will e-mail, upload or provide read-only access so we can pull your bank statements & other documents every month automatically. I will record & reconcile transactions into the accounting software and prepare your requested deliverables or financial statements that we can analyze & discuss together.

Our Pricing

Finely Balanced Financial Solutions offers flat rate pricing and unlimited support.

As a business owner, it allows you to budget for accounting services with NO SURPRISES.

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Essential Service

Starting at $450/month

(The essentials for staying organized and IRS-ready)

Our "Launchpad" bookkeeping package is perfect for new and small to mid-size businesses just getting started. This isn't just simplified bookkeeping; it's your solid financial foundation, delivered with a smile and a budget-friendly rate.

This package includes:

  • Streamlined chart of accounts according to industry standards and your specific business needs

  • Manage Posting of day-to-day business transactions

  • Reconcile checking & savings accounts for accuracy

  • Reconcile loans & lines of credit for accuracy

  • Monitor credit cards and reconcile for accuracy

  • Unlimited email support

  • Monthly financial statements (Income Statement, Balance Sheet & Cashflow Statement)

  • Prepare and file Year-End Forms 1099

  • Online secure file sharing portal

  • Year-end Financial Review

  • Packet for CPA/Tax Preparer

***Note: this service is only available for Sole Proprietors/LLCs with under 100 monthly transactions and 2 bank accounts.***

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Balanced Service

Starting at $650/month

(For businesses ready to take control and grow)

Our “Growth Igniter” bookkeeping package is ideal for businesses with consistent operations who need to establish the key processes that will support their expansion but we’ll also give you the tools and reports to make crystal-clear financial decisions.

This package includes:

  • All services in Essential package PLUS**

  • Receipt Management

  • App Integration

  • Monthly financial statements (Income Statement, Balance Sheet, Cashflow Statement and AR/AP Aging)

  • Telephone support

  • Quarterly management review report via Zoom meeting

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Signature Service

Starting at $850/month

(Your partner in financial strategy and growth)

Our "White-Glove" bookkeeping package is best for growing and established businesses ready to move beyond simple bookkeeping and gain the financial insight and strategic partnership necessary to unlock your next stage of growth.

This package includes:

  • All services in Essential & Balanced Service packages PLUS**

  • Integrate Payroll

  • As needed strategy calls

  • Support via email, phone or video

  • Monthly customized financial statements

  • Monthly management report review via Zoom meeting

Add-Ons

Payroll

Let’s face it, payroll can be overwhelming. Let us help set you up for success.


Setup includes:

  • We enter your company information (Federal and State tax id’s)

  • Entering your employees and their information needed to successfully get paid

Processing Payroll:

  • You run your own payroll - training provided

  • You submit payroll data, and we process for you

Accounts Receivable

Don’t lose revenue by letting your billing fall behind.

Add-On Includes:

  • Invoices entered into Quickbooks and sent to your clients

  • Notify you of past due accounts

  • Follow up on past due accounts to ensure that you are getting paid on time.

Accounts Payable

No more piles of bills! We will provide you with a streamlined process to ensure your bills are paid on time.

Add-On Includes:

  • Entering your bills into Quickbooks

  • Sending you regularly scheduled reports for your approval

  • After approval, payments will all be sent out

Additional Services

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Clean Up of Books

Are you concerned that your books have some issues or errors? We can help you get back on track, so you are confident that your financials are giving you an accurate picture of your company.

  • Review your current QuickBooks file

  • Written list of any issues

  • Zoom call to discuss next steps

  • File clean-up

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Scheduled Review of Your Books

Do you take care of your own books? Our Monthly or Quarterly check-ups allow you to have the confidence that you are on track.

  • We review your books to check for issues

  • Send you a report with questions

  • Based on your response we will fix the issues

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QuickBooks Setup

Do you have a new business or currently using spreadsheets? We will set up your company with QuickBooks Online!

Once set up we can assist you with one of our Monthly On-Going Packages or provide you with training for you and/or your employees.