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Services

QuickBooks

Along with over 25 years of experience in the corporate world, having experience working with all levels of management, and being very detail oriented I am certified in QuickBooks Online, Advanced QuickBooks Online, and QuickBooks Desktop. I can get your small business set up on QuickBooks to make it easier for you to keep track of where you are at financially. 

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Bookkeeping

Note: Not all Businesses are Created Equal – Packages are Customized to Fit Your Needs!

Monthly Transactional Bookkeeping can include:


QuickBooks monthly subscription (unless you already have your own or if you want to switch to QuickBooks)
 

Capturing and properly coding all bank and credit card transactions
 

Bank and credit card reconciliations
 

Preparation and review of monthly financial statements (Income Statement, Balance Sheet and Statement of Cash Flows)
 

Communication with your tax advisor (when needed for tax preparation)
 

Fixed Asset maintenance
 

Note Payables maintenance
 

Recording 3rd party payroll entries

Additional Services

Additional Add on or Other Available Stand-Alone Services:
 

Payroll tax payments and filings
 

Sales tax payments and filings
 

Custom financial statement packages
 

Historical books catch-up and clean-ups
 

Chart of Accounts customization or restructuring
 

Budget preparations and analysis
 

Startup business books set-up
 

Accounting software conversion assistance
 

QuickBooks assistance/training
 

Notary needs

Industries

Balanced Books by BK has extensive experience in Government & Municipality Accounting, and Non-Profits. I also work with Small Business Owners in service oriented businesses. 

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