Balanced Books exists to help you navigate your businesses’ finances with confidence and clarity.  No one leaves home without their favorite map app and you can’t steer your business without accurate and actionable bookkeeping.

When you work with Balanced Books, you’ll know exactly where you are financially so you can make better business decisions about where you want to go and how you’re going to get there.

Finding the Best Route


  • Accounting software selection
  • Data transfer & set-up
  • Chart of Accounts creation
  • Streamlining of processes
  • Training


On-going Navigation


  • Bank & credit card reconciliations
  • Accounts receivable and payable
  • Payroll transactions


  • Data entry backlog
  • Staff departure
  • Forensic bookkeeping
  • Receipt and expense organization
  • Preparing books for tax filing