Now Accepting New Clients!
At In Balance Bookkeeping
At In Balance Bookkeeping, we’re here to bring clarity, structure, and—most importantly—balance to your business. We offer expert bookkeeping and business consulting services designed to keep your financials accurate, up to date, and stress-free. Whether you're managing a growing startup or running an established company, we tailor our services to meet your unique needs, so you can focus on what you do best.
Beyond the numbers, we believe true business success comes from a balanced team . That's why we also offer engaging workshops focused on team building, leadership development, and operational efficiency. These help with strengthening team dynamics, improving communication, and building a team of leaders. Our goal is to support your business holistically—helping you grow not only through solid financial management but also by fostering a more cohesive and productive work environment.
Bookkeeping Services Offered
Monthly bank and credit card reconciliations
General ledger maintenance
Accounts payable (AP) and receivable (AR)
Payroll processing (via Gusto, ADP, etc.)
1099 contractor tracking and filing
Monthly financial statements (Profit & Loss, Balance Sheet)
Year-end bookkeeping prep for CPAs
Cash flow forecasting (short and long-term)
Income and expense projections
Seasonal planning and reserve fund strategies
Budget creation, tracking, and budgeting for profit
Financial goal setting and growth planning
Pricing strategy and profit margin reviews
Budget vs. actuals analysis
Planning for loans, grants, or investors
Job costing and project-based reporting
"Know Your Numbers" sessions
Reading financial statements (client education)
Monthly or quarterly financial reviews
QuickBooks Online or Desktop setup and optimization
Chart of accounts setup or cleanup
App integrations (receipts, payments, inventory)
Workflow automation (bill pay, payroll, time tracking)
Accounting software migration and cleanup
Financial system setup for new businesses
Billing and invoicing workflow optimization
SOPs for financial processes
Onboarding financial systems for team members
Vendor and subscription cost management
Books cleanup and assessments
QuickBooks file reviews
Year-end readiness checks
Custom financial health reports
Ready to Take the Next Step?
Whether you have a detailed plan or just a few questions, we're here to help. At In Balance Bookkeeping, we’re just a phone call or email away—and ready to support your next move with clarity, confidence, and a focus on balance. Let’s build a stronger foundation for your business together.
Explore our workshops or contact us today to get a free consultation.