Balanced Books Consulting LLC

Services

Email us to set up a free consultation today: balanced.books.consulting26@gmail.com

Bookkeeping Setup (one-time):

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

Monthly Bookkeeping Services:

  • Reconciliation
  • Categorization
  • Financial Reports
  • Sales tax review

Cleanup / Catch-up Work:

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

Financial Systems Consulting:

  • Donor database creation / management
  • Comparing integration systems for best fit
  • Financial spreadsheet creation and management for sole proprietorships

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