Bookkeeping Services
Now Offering Bookkeeping! Flat-Rate Bookkeeping Plans — QuickBooks Online Only

QuickBooks Online Bookkeeping

Books Categorized, Reconciled, and Reported.

Get Books That Balance, Every Month!

We Offer One Month of FREE Bookkeeping! — Invite Balanced Reconciliations as an Accountant User on your QuickBooks Online account. We can even set up a QuickBooks Online account for your company if needed. We can help connect your company's bank and credit card feeds as well. We offer everything from Chart of Accounts setup to Transaction Categorization — Daily, Weekly, or Monthly. We provide Weekly & Monthly Reconciliations. We can also prepare Financial Statements each month.

Services Offered
QuickBooks Setup Bank Connection Chart of Accounts Setup Customer & Vendor Creation Daily, Weekly & Monthly Categorization Weekly & Monthly Reconciliation Monthly Financial Reports
Bookkeeping basicsv.1
PlatformQuickBooks Online
Access NeededAccountant Invite
Chart of AccountsBuilt for You
Passwords SharedNone, Ever
CategorizationDaily, Weekly, or Monthly
ReconciliationWeekly or Monthly
DeliverableMonthly Financial Package

Process

How Monthly Bookkeeping Runs, Start to Finish!

The Simple Steps

01

Get Connected

New to QuickBooks Online? We'll set up a QuickBooks account, connect your company's bank & credit card feeds, build your Chart of Accounts such as Assets, Liabilities, Equity, Revenue, COGS and Expenses, and create your Customers and Vendors. Already set up with QuickBooks Online? Just invite Balanced Reconciliations as an Accountant User. We require No Logins or No Passwords! QuickBooks handles everything securely.

02

Categorization & Coding

Every single transaction that hits your Bank or Credit Card feed is reviewed and coded to the correct GL Account. Transaction Categorization can be performed Daily, Weekly or Monthly, whatever your company demands. This makes it to where no transactions are left uncategorized.

03

Reconciliation, Included

Every connected Bank and Credit Card Account can be reconciled against Posted Transactions on a Weekly basis. On a Monthly basis each account type will be reconciled against a statement, confirming every Deposit, Credit, Withdrawal and Debit matches accurately. It is critical that when reconciling, the Debits and Credits balance to $0, which is a Balanced Reconciliation.

04

Monthly Financial Package

At the close of each month, your company will receive a Profit & Loss, Balance Sheet and Cash Flow Statement. A clear picture of your company's health, every single month. We can have Quarterly and Yearly meetings to go over Financial Reports as needed. Your company's future direction is dictated by Financial Reports, which are essential.

Engagement Options

Three Ways to Work With Us

✓

Get ONE MONTH FREE!

12 Month Signed Contract Service

✓

Monthly Services, With No Contract!

Higher Cost per Transaction

✓

One Time Cleanups / Backlogs

Higher Cost per Transaction

Platform

Currently QuickBooks Online Only

Bookkeeping services are currently offered exclusively for companies using QuickBooks Online. Access is granted through the standard QuickBooks way — Inviting Balanced Reconciliations as an Accountant User inside your account. No Logins and No Passwords are needed. Access can be revoked by your company at any time. If your company uses a different platform, we're still glad to help if possible. We also offer Reconciliation Services, which work with any ERP System, PDF, or CSV file.

Pricing

Flat Rate, Not an Hourly Rate

With 12 Month Contract
  • $100 Flat Rate for up to 200 Transactions
  • $250 Flat Rate for up to 500 Transactions
  • $500 Flat Rate for up to 1000 Transactions
With No Contract, Monthly Services
  • $125 Flat Rate for up to 200 Transactions
  • $312.50 Flat Rate for up to 500 Transactions
  • $625 Flat Rate for up to 1000 Transactions
One Time Cleanups / Backlogs
Flat Rate $2.00 per Transaction Pair.
Setup Fees
  • QuickBooks Setup $50
  • Bank Connection $25
  • Chart of Accounts $250
  • Vendor & Customer Setup $250
Invoicing Terms
All Invoices are to be paid Net 15 Terms.
Photo of Jordan, founder of Balanced Reconciliations

Hi, I'm Jordan — I have been doing reconciliations for 10 years. Reconciliations are vital to any company's health, not to mention long-term success. This is my speciality!

Get started

Let's Get Your Books Set Up

Fill in the details and tell us about what type of Bookkeeping Service is needed.

Note: This service requires an active QuickBooks Online subscription that is paid by your company. If you don't have one yet, we're happy to help your company get set up!

Email directly
info@balancedreconciliations.com
Call directly
(765) 834-0007
Location
Carmel, Indiana

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