Accounting/Bookkeeping & Business Services

In order to track your financial performance – including making adjustments when necessary - you must have an accounting system in place.

At Balance Plus, we can

  • Set you up with a QuickBooks system for your own use, and/or
  • Perform your bookkeeping services for you.

Since the company was founded as a one-woman bookkeeping/accounting business several years ago, Balance Plus now has grown to the point of having several highly skilled and experienced staff accountants to serve its clients. Our clients are small to medium-sized businesses that have accounting and bookkeeping needs, but for whom it is not cost-effective to hire a full-time accountant.

In addition to providing you with QuickBooks setup and training, we prepare everything throughout the year, so that it will be complete and up-to-date for your tax preparer. Further, you’ll always have the information you need to make the best possible business decisions and to track your progress towards your financial objectives.

What We Offer

  • QuickBooks Set-Up & Training
  • Bank Reconciliations
  • Office Management Consulting
  • Sales & Payroll Tax Reporting
  • Accounts Receivable
  • Accounts Payable
  • Check Writing Services
  • Inventory
  • Cash Flow/Cash Management
  • Payroll Processing
  • Collections
  • General Ledger/Journal Entries
  • Balance Sheets
  • Profit & Loss Statements

How Do We Work?

The solution we provide for these businesses lies in sitting down with the client and going through the existing records to see what their situation is. At this point, we either can set up and keep the clients’ books for them and/or train them in the use of Quickbooks. Once we do this, Balance Plus can provide regular reports that help clients forecast and plan their revenues and expenses.

We offer a free initial consultation. If a business is interested in working with us after that meeting, we will prepare a Letter of Engagement, outlining the services to be provided and the rates for those services. Once the Letter of Engagement is completed, we assign a staff accountant to serve the client.

Balance Plus can provide one-time or ongoing services. We initially bill on an hourly basis, the rate based on the nature of the service provided. When it has been determined how much work there is to be performed on average, we can change to a flat rate if the client prefers. Because our staff members have a variety of backgrounds, we normally assign someone to you who has experience working with a company in your industry. Our staff typically perform their clients’ accounting work in their own offices, but if you prefer, they can perform it at your premises. In those situations, there is a charge for travel time.

To learn more about how Balance Plus’ accounting & bookkeeping services can help your business grow, call and ask about our free initial consultation. You can call our office toll-free at 866-982-2445 or at 704-843-8480. Alternatively, you can call Cory McDade on her cell phone: 925-381-6450 or e-mail her at: cory@balanceplus.net