Balanced Path Financial

Bookkeeping Services

Monthly Bookkeeping Services

Who it’s for:

As your business grows, so does the need for consistent, reliable bookkeeping. With monthly support, we keep your books accurate and current, so you can stay organized, confident, and focused on what you do best.

What’s Included:

  • QuickBooks Online or Xero subscription
  • Income and expense categorization
  • Bank and credit card reconciliations
  • Chart of accounts management
  • Recording and reconciling digital payment processors (PayPal, Stripe, Square, etc.)
  • Quarterly estimated tax calculations and reminders
  • Secure, easy-to-use dedicated portal
  • Clear, concise reports each month
  • Monthly financial review meeting
  • Financial Health Report

What This Means for You:
Each month, we’ll review your numbers together so you have clear, up-to-date financials and the confidence to plan ahead.

*Pricing starts at $400/month. Packages are fully customizable to your business and budget.

Book A Consultation

Monthly Bookkeeping Services

Who it’s for:

As your business grows, so does the need for consistent, reliable bookkeeping. With monthly support, we keep your books accurate and current, so you can stay organized, confident, and focused on what you do best.

What’s Included:

  • QuickBooks Online or Xero subscription
  • Income and expense categorization
  • Bank and credit card reconciliations
  • Chart of accounts management
  • Recording and reconciling digital payment processors (PayPal, Stripe, Square, etc.)
  • Quarterly estimated tax calculations and reminders
  • Secure, easy-to-use dedicated portal
  • Clear, concise reports each month
  • Monthly financial review meeting
  • Financial Health Report

What This Means for You:
Each month, we’ll review your numbers together so you have clear, up-to-date financials and the confidence to plan ahead.

*Pricing starts at $400/month. Packages are fully customizable to your business and budget.

Book A Consultation

Quarterly Bookkeeping Services

Who it’s for:

Perfect for smaller businesses or those just starting out, quarterly bookkeeping ensures your finances stay accurate and compliant without the need for monthly support. You’ll still get clarity on your numbers — just on a less frequent schedule.

What’s Included:

  • QuickBooks Online or Xero subscription
  • Income and expense categorization
  • Bank and credit card reconciliations
  • Recording and reconciling digital payment processors (PayPal, Stripe, Square, etc.)
  • Quarterly estimated tax calculations and reminders
  • Clear, concise reports every quarter
  • Quarterly financial review meeting

What This Means for You:
Each quarter, we’ll bring your books current and review them with you, giving you reliable numbers today and the option to move into monthly support as your business grows.

*Pricing starts at $250/month. Packages are fully customizable to your business and budget.

Book A Consultation

Just The Books

Who it’s for:
Perfect for smaller or early-stage businesses that want clean, compliant books on a quarterly cadence—without monthly meetings or management reports.

What’s Included

  • Income and expense categorization
  • Bank and credit card reconciliations
  • Recording and reconciling digital payment processors (PayPal, Stripe, Square, etc.)

What This Means for You
Each quarter, we bring your books current and tie everything out—no standing calls, no extra frills—so you’ve got clean, tax-ready records. When you’re ready for more touchpoints, you can move into monthly support anytime.

*Pricing starts at $150/month. Packages are fully customizable to your business and budget.

Book A Consultation

Ready to stop guessing what your books are telling you?

Transparent pricing, flexible options.

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