Balancing Accounts, Balancing
From numbers to strategy, we keep your finances balanced! Account Balanced LLC ensures seamless bookkeeping and expert financial advisory for small businesses.
Our Services.
Our services drive operational excellence for your growing business.
We provide affordable bookkeeping, accounting, advisory, and
CFO services that give you clarity, confidence, and peace of mind.
Bookkeeping
We will make sure that you have high-quality financial information so you can grow your business & make good financial decisions.
Financial Consulting & Advisory
We are here to make interpreting the financials easy. We make sense of the numbers so you can easily make important decisions to hit your big goals.
CFO Services
Make informed financial decisions with our expert CFO services, strategy, planning, budgeting & projections to drive your business growth.
Catch Up & Clean UP
Our team of experts will jump in & get your financials caught up & cleaned up for you.
Three Reasons To Love ACCOUNT BALANCED LLC.
Time-Saving Support
We take bookkeeping off your plate so you can focus on running and growing your business. No more late nights balancing accounts, we handle it all.
No Long-Term Contracts
We believe in earning your trust with quality service, not binding agreements. Our month-to-month services give you flexibility and peace of mind.
Affordable Services
Why overpay for accounting? Our streamlined processes allow us to offer high-quality services at a lower cost than traditional firms.
Where Every Account Finds Its Balance
Fair Pricing, Clear Solutions!
We believe in fair and transparent pricing.
What Our Onboarding Process looks like:
STEP 1: Kick-Off Call
STEP 2: DOCUMENTS SHARING
STEP 3: START OF ASSIGNMENT
Curious minds often ask…
Let’s answer some of the most frequent ones.
You might see outsourced accounting referred to interchangeably as Client Accounting Services (CAS). According to a definition from Accounting Today, CAS simply means that a client outsources most, if not all of their accounting work to an external accounting firm. CAS are typically stratified into three key tiers:
- Bookkeeping services
- Controller services
- CFO services
Outsourced accounting is quite similar to CAS. At Account Balanced LLC, we provide outsourced bookkeeping and accounting services specifically for small businesses and e-commerce companies. Our team manages the accounting needs of a growing number of small businesses through our comprehensive bookkeeping and accounting services.
When you work with an outsourced accounting firm, you typically hand over some (or all) of the daily running of your accounting function to an accounting firm. Your new partner will set up a digital-first accounting infrastructure that’s well-equipped to track the performance of your business. On an ongoing basis, your outsourced accountant will manage this system.
Depending on the level of service you opt for, you can expect outsourced accounting services to provide monthly financial reports and bank reconciliations. We also offer as-needed advisory services that help you to make informed business decisions, improve profitability, and support sustainable growth.
Offloading your accounting needs to an experienced professional offers several advantages, including:
- Saves time and money
- No need to hire an internal team
- Get access to the industry’s best practices
Receive reliable business financial guidance from experienced accounting professionals.
Bill pay is available as an optional add-on tailored to your needs. We can also support payroll bookkeeping and reconciliation; however, we do not currently process payroll or manage payroll setup.
For our monthly bookkeeping package, your financials will be ready by the 15th of the following month we are reconciling. This means that if we are reconciling your accounts for January, your financials will be ready by February 15th.
It's important to note that the timely delivery of your financials depends on various factors, including the receipt of your bank statements and other third parties. We rely on receiving the necessary information from these sources by the 5th of each month to ensure we can process and prepare your financials on time. If there are delays in receiving the required documents, it may result in a delay in the delivery of your financial statements.
We provide more than just traditional bookkeeping services; our team of experts delivers structure and insights to your business. When you work with us, you’re not merely getting bookkeeping services but a comprehensive financial solution designed to meet your specific needs. Plus, it will save you both time and money.
By selecting a premium firm like ours, you benefit from the industry's top talent, a dedicated team of professionals, and the confidence that your financial affairs are managed with the highest level of professionalism and meticulous attention to detail.
It's never too early to consider outsourcing this function of your business. We’ve found that small business owners often benefit from outsourcing once they begin to grow and handling finances on a spreadsheet becomes too tedious and inefficient.
For various businesses, the timing will differ, but if you're planning to expand quickly, it's generally wise to get this aspect managed sooner rather than later. By doing so, you can get a solid grasp on the financial side of your business from the very beginning, allowing you to focus on more critical tasks that will drive your business growth.
While this may seem self-serving, hiring bookkeepers and assistants are often the first steps successful entrepreneurs take to streamline their operations.
If you engage us for monthly Full-Cycle services, generally yes, we will replace your current bookkeeper or accountant.
However, if you prefer to have an in-house bookkeeper or accountant, we can work with you on Accounting System Implementation and Advisory services.
At Account Balanced LLC, we cater exclusively to small business owners and e-commerce companies. We pride ourselves on our specialized expertise, which enables us to offer personalized solutions that many other providers simply can't match. We firmly believe that small business owners deserve to have their voices heard and their challenges acknowledged, which is why we're dedicated to supporting them on their journeys
Our focus on small businesses & e-commerce companies allows us to deliver not only top-notch bookkeeping and accounting services but also unique financial and operational insights tailored to their specific needs.
In most cases, yes.
Generally, yes.
Some of our clients simply want us to do the system implementation then take over the monthly accounting function so they can focus on growing their business and not worry about handling the monthly accounting themselves or managing an in-house bookkeeper or accountant.
And others have the system and the in-house staff already, but just need accounting support from bookkeeping and accounting experts.
Whatever your needs are, we have you covered.
The goal of our monthly bookkeeping services is to make bookkeeping as hands-off as possible for you.
We will generally communicate with you once per month to obtain context on certain transactions that can't otherwise be categorized without your input. We strive to learn from these interactions in order to reduce the time you need to spend on this step as low as possible.
In many cases, we've had clients delegate this responsibility to an assistant, office manager, or another staff member, further reducing the amount of time our clients need to spend on this process.
All that said, our Accounting Advisors are available for you via email support, and by phone/Zoom upon request.
No. Our recurring services are generally provided on a month-to-month basis, so you are not required to enter into a long-term contract. Payments are normally made in advance, and cancellation terms are outlined in your engagement agreement. Fees for work already started or completed are non-refundable.
- Setup: The goal of an accounting setup engagement is to deploy a fully functional accounting system based on your business.
- Monthly Bookkeeping: We’ll make sure you have high-quality financial information so you can grow your business and make good financial decisions.
- Financial Consulting & Advisory: We’re here to make interpreting the financials easy. We make sense of the numbers so you can easily make important decisions to hit your big goals.
- A/P and A/R: Don’t spend precious time making payments and sending invoices. Let us take that off your plate.
- Catch Up & Clean Up: Our team of experts will jump in and get your financials caught up and cleaned up for you.
Please visit our Pricing page for current package information. Final pricing depends on transaction volume, number of accounts, reporting requirements, and overall complexity.
At Account Balanced LLC, we aim to streamline the bookkeeping and accounting processes for small businesses and e-commerce companies. Our mission is to offer affordable bookkeeping and accounting services without compromising on quality.
As a 100% virtual firm with team members based globally in regions with lower living costs compared to the USA, we transfer those savings to our clients, leading to more competitive pricing.
We work with leading accounting and ERP platforms, including QuickBooks Online, Xero, NetSuite, and Odoo. Our team can support your existing system, improve its configuration, or help you implement the right platform based on your business size, complexity, and reporting needs.
Yes. We support QuickBooks Online, as well as Xero, NetSuite, Odoo, and other cloud-based accounting systems.
Yes. We provide bookkeeping, reporting, clean-up, and ongoing accounting support for businesses using Xero.
Yes, we can help you interpret your financials in order to better understand the financial performance of your business and make better decisions.
Ask us about financial dashboards.
Yes, we can help you interpret your financials in order to better understand the financial performance of your business and make better decisions.
Ask us about financial dashboards.
No, We do not provide Payroll Services at the moment.
No, we do not currently prepare or file tax returns.
No, we don’t provide tax planning and tax advisory services currently.
We are a 100% virtual organization with members across the Globe.
We are always taking on new clients. Our recruiting efforts allow us to grow our team of bookkeepers and accountants to support our clients with unparalleled accounting services.
Business financial advisory can be valuable at any stage, whether you are launching, growing, or managing an established business. We help you understand your financial performance, improve cash flow, develop budgets and forecasts, and make better-informed business decisions.
Recognizing this is a major pain point for our clients, we generally respond to emails within 16 hours.
We've found that this policy has led to a better overall experience for our clients.
To get started please visit our Reach Out webpage. If you fit the description of clients we work with, please fill out a webform and provide as many details about your business as possible.
Generally, we meet with potential clients for an initial consultation to learn more about their situation, if we can help, and if both parties believe it makes sense to work together.
Whereas the Kick-Off Call is where we meet with clients discuss expectations, collect additional information or documents required to kick-off the engagement after we've decided it makes sense to work together and have a signed engagement agreement in place.