Business Bookkeeping


Balanced Bookkeeping & Tax, LLC will take care of all of your bookkeeping needs. We provide monthly bookkeeping packages that are customized to the needs of your business.


  • Small Business Bookkeeping

  • Budgeting

  • Bank reconciliations

  •  Credit Card Reconciliations

  • Accounts Receivable

  • Accounts Payable

  • Data Entry

  • Bookkeeping Clean Up

  • Bookkeeping Start Up

  • General and Adjusting Journal Entries

  • Sales Tax Filings

  • Payroll Tax Filing

  • 1099 Processing


The monthly bookkeeping package will set an agreement between the team at Balanced Bookkeeping & Tax, LLC and  the business owner.  There will be a flat monthly fee set up that both parties agree upon so there are no surprises.  This package also includes monthly financial reports ( Balance sheet, Profit and Loss)  unlimited phone and email support, and discount on QB online subscription.  The books will be managed daily and the monthly financials will allow the business owner to see the progress of the business. It will allow the business owner to plan for taxes, retirement, mange costs, and plan for future investments and purchases.


Year-End Bookkeeping:

Did you start bookkeeping for your business mid year and stop or never got started?  If so,  the team at Balanced Bookkeeping & Tax, LLC can get you caught up.   Year end bookkeeping services include:

  • Bookkeeping of all business transactions for prior year

  • Bank reconciliations and credit card reconciliations for entire year.


This service will allow business owner to get caught up with bookkeeping andhave solid financials for the year. This will allow the business owner to have information necessary to prepare tax returns.

After the monthly bookkeeping and year end bookkeeping is completed,  the team at Balanced Bookkeeping & Tax, LLC can also prepare the tax returns for the business.  There is a discount for tax clients who are also bookkeeping clients of the firm.


Industries we Currently Serve:

  • Small Business ( mom and pop shops, sole proprietors)

  • Real Estate ( assist Land lords)

  • Property Management

  • Consultants

  • Landscaping, construction, and other service businesses

  • Construction Specific ( Job Costing, AIA Billing, and Certified Payroll)

  • Professional Services

  • Retail

  • Restaurant

  • Agriculture and Farming


This is a list of some of the current industries served. The team at Balanced Bookkeeping & Tax, LLC can assist in other industries as well. If it is not an industry we are familiar with, the team can learn about it come up with best strategy to manage it.