Services

A partnership with Beyond Balanced Books means that you’ll have the expertise, without the costs associated with a full-time accounting employee.

Your books will be done right the first time: with no expensive clean-up or adjustment bills from your tax accountant or CPA.

We offer a variety of services including moving your accounting to the cloud, ongoing bookkeeping, helping you build a personalized accounting eco-system, and moving beyond compliance with advisory services.

Find out more about us in this short video.

Ongoing Bookkeeping

Efficient accounting.  Access from anywhere.  Ease of use.  This is all possible with our cloud accounting solutions and our ongoing bookkeeping services.  We offer a wide range of ongoing packages that not only manage your essential accounting tasks but also provide you with the information you value most.

Most packages include reports and regular meetings with us so that we can help you understand the story behind your numbers.

We offer a complimentary call with one of our team members to see if we are a good fit for each other.  

 

Set-up and Conversion to the Cloud

We can help you move to the cloud!

Whether you are needing to have your accounting set-up for a brand new company, you are moving from a desktop solution such as QuickBooks Desktop, you are moving from another accounting system, or even if you have been keeping track of your data with a manual system or Excel, we can help you to transition to a cloud-based accounting system.

Once you switch to the cloud, you will never want to go back!

We offer a complimentary call to discuss your specific needs and to see what cloud-based accounting solution is best for you.

Xero Check-up

Do you already have a Xero file? We begin with a Xero Check-up when working with new clients that have an existing Xero file. The purpose of this “check-up” is to ascertain the health of the Xero file. The Xero Check-up will reveal any areas in your Xero file that need attention. 

During the Xero Check-up, we analyze more than 60 areas in your Xero file and also provide recommendations on what next steps are needed to address what we uncover.

Add-on Integrations

As part of our accounting services, we work with a variety of cloud-based bookkeeping technologies. We constantly review the options for software that automates and enhances the bookkeeping experience.  And we share that knowledge with our clients.

We make it our priority to have cutting-edge technology in sync with our bookkeeping practice.  You can see our current add-on recommendations and partners on our Add On page.

Advisory Services

Are you ready to work with modern bookkeepers that go beyond just providing compliance services?

We believe that great bookkeeping is about more than just your numbers. We love working with growing businesses and are thrilled when we can help small business owners understand the story behind their numbers.

Our advisory services coupled with our ongoing bookkeeping services can help you reach your goals and dreams!

Beyond Bookkeeping

Bookkeeping is evolving. As modern bookkeepers, we keep up with the latest technology advancements and bookkeeping trends.

We keep it simple, we get it done.