A la carte services

QuickBooks Setup or Cleanup

At Balanced Finance, PLLC, we specialize in providing expert QuickBooks setup and cleanup services designed to optimize your accounting processes. Our dedicated team recognizes the unique financial needs of your business and tailors our services to ensure accurate digital bookkeeping and efficient financial management.

QuickBooks Setup

Our QuickBooks setup service includes:

  • Initial Consultation: Understanding your business needs and financial structure.

  • Account Configuration: Setting up company files, charts of accounts, and user access rights.

  • Integration: Linking bank accounts, payment systems, and other financial tools for seamless data flow.

  • Custom Reporting: Creating custom reports that help you track performance and maintain compliance.

QuickBooks Cleanup

The cleanup service focuses on revising your current QuickBooks file to rectify errors and ensure completeness:

  • Data Review: Thorough analysis of your existing records for accuracy and errors.

  • Reconciliation: Aligning your accounts with bank statements and other financial reports.

  • Correction of Entries: Adjusting and correcting any discrepancies to maintain integrity in your financial records.

  • Training and Support: Offering guidance on using QuickBooks effectively post-cleanup.

Pricing

Our QuickBooks setup and cleanup services start at $500 per hour. Given the complexities involved in each project, final pricing will be confirmed during our initial consultation based on your specific requirements and business scale.

For businesses looking to improve their accounting efficiency and accurate reporting, our specialized QuickBooks services offer peace of mind and financial clarity. Contact us to schedule your consultation today.

Ask a CPA - 50-Minute Strategy Session - $375

This personalized strategy session with a Certified Public Accountant (CPA) offers you a unique opportunity to dive deep into your financial questions and gain clarity on critical tax and business decisions. Ideal for business owners and individuals alike, this session is designed to address pivotal inquiries such as:

  • When is the optimal time to elect S Corporation status for your business?

  • Am I paying too much in taxes, and how can I minimize my tax liability effectively?

  • Do I need to make estimated tax payments, and if so, what guidelines should I follow?

During this comprehensive 50-minute consultation, you will receive tailored advice based on your specific financial situation. Benefit from professional insights that can lead to informed decisions and strategies to enhance your financial well-being. Schedule your session today and take the first step toward mastering your financial future.

Personal Financial Statement

A net worth financial statement is a comprehensive overview of an individual’s financial position at a specific point in time. It details all assets—such as cash, real estate, investments, and personal property—minus all liabilities, including debts and obligations. This calculation produces the net worth figure, which serves as a pivotal indicator of financial health.

This statement is essential for several reasons:

  1. Clarity: It provides a clear snapshot of your financial standing, helping you understand your wealth composition and overall financial health.

  2. Planning Tool: A net worth statement is invaluable for financial planning. It assists in setting realistic goals for savings, investments, and debt reduction, guiding your financial decisions effectively.

  3. Tracking Progress: By regularly updating your net worth statement, you can measure your financial progress over time, adjusting your strategies as needed to stay aligned with your long-term objectives.

  4. Loan Applications: Financial institutions often require a net worth statement when assessing your eligibility for loans or credit, as it demonstrates your capacity to repay or service debt.

The preparation of a comprehensive net worth financial statement entails meticulous organization of your financial data and analysis of various components. Our professional fee for this service is $575, reflecting the expertise and detail required to ensure accuracy and relevance in your financial documentation. We invest the necessary time and resources to provide you with an insightful tool for your financial journey.