Bookkeeping & Fractional CFO Services
At Balanced Ledger Consulting, our mission is to empower SMB entrepreneurs with balanced financials and strategic insights to grow their businesses and impact on their communities.
We are accounting, bookkeeping, and strategic financial analysis problem solvers! What problems do you have, your greatest concerns with running and growing your business? What Keeps you up at night?
We approach our work with the heart of a teacher, with the goal of helping our clients better understand their bookkeeping and financial statements, how the balance sheet, income statement, and statement of cash flows all work together, and how to use these critical tools to strategically run and grow their business. Bookkeeping isn’t just a means to filing a tax return, it is one of the most important assets when done right by a professional.
Are you a business owner who has bootstrapped and clawed your way through launching your business while wearing every hat including bookkeeper? Do you wonder if you’ve optimally setup your chart of accounts and if you are properly categorizing your transactions to gain financial and operational insights? Perhaps your spouse, friend, or office admin has been doing your books and your business has graduated to needing more sophisticated accounting, financial reporting, and strategy. Or maybe you’ve found yourself stressing because you are so far behind on your accounting and bookkeeping and don’t have the time to focus on it because you’re the critical cog in running your business. We’re here to help you get back on track and keep you ahead of the game, while providing financial and business insights for critical business decisions. Afterall you have a passion for your business, not for accounting!
Our Services
Startups and small businesses outsource their bookkeeping because they know they need it, but they can’t yet justify the cost of hiring internally.
Whether you need help setting up your new business or are looking to add bookkeeping services to an existing company, we can help. Don’t waste your time and money, let our experts take care of your bookkeeping so you can focus on growing your business.
We provide virtual cloud based, reliable bookkeeping using Quickbooks Online including:
Categorizing transactions
Reconciling bank and credit card accounts
General Ledger/Journal Entry
Generate monthly financial statements.
Optional services include 1099s for subcontractors, accounts payable, accounts receivable.
Your bookkeeping is so much more than just a means to file your business taxes. When done right it is the most important tool for understanding how to manage and guide your business.
Is your version of organized bookkeeping a folder or file cabinet full of receipts? We offer accounting clean ups which help businesses with income and expenses that have not been recorded, reconciled, and/or organized. We can turn that file cabinet full of receipts into a profit and loss statement by entering the data into Quickbooks Online for financial reporting and for tax purposes.
If you have already entered data into an accounting software program, either fully or partially, but the data is not entered correctly, we can finish and/or fix the entered data.
We make tax time easy by producing organized financial reports that we provide to help reduce the amount of time your CPA spends preparing your tax returns.
Our Fractional CFOs are deeply experienced with startups and growing small businesses, as well as working in strategic FP&A at Fortune 150 companies, and they can partner with you to help you transform your business, grow your profits, and most importantly, grow your impact – all at a fraction of the cost to hire internally.
Gain greater strategic financial insights with our strategic accounting advisory services:
Strategic analysis and financial modeling
Annual budgeting and forecasting
Defining KPIs to evaluate business performance
Ongoing review and analysis of financial performance
Cash Flow Analysis & Advising
Let’s work together.
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