Balanced Books Consulting

Financial Systems and Bookkeeping for Small Organizations in New Mexico

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PLANS

Bookkeeping Setup (one-time):

  • Chart of Accounts
  • QuickBooks setup
  • PayPal / Square Integration
  • Donation tracking structure
  • Membership revenue tracking

Monthly Bookkeeping Services:

  • Reconciliation
  • Categorization
  • Financial Reports
  • Sales tax review
  • Board reports (nonprofits)

Cleanup / Catch-up Work:

  • Fix QuickBooks
  • Reconcile 1 – 2 years
  • Correct Categories

Financial Systems Consulting:

  • Donation tracking
  • Membership billing
  • Reporting systems
  • Budgeting tools

Email us to set up a plan today at balanced.books.consulting26@gmail.com