Balanced Path Financial

Three Reasons to Outsource Your Bookkeeping

It’s Not Your Thing

You Can Do It—But You’d Rather Not

You Don’t Have the Time

Trying to make sense of all the numbers leaves you feeling overwhelmed. You’re not a “numbers person,” and bookkeeping causes more stress than it’s worth.

You know it’s important and you’re capable of doing it, but let’s be honest—you dread it. You’d rather spend your time doing literally anything else.

Your days are full, and bookkeeping keeps falling to the bottom of the list. Handling it yourself means sacrificing time that could be spent growing your business or enjoying life outside of work.

Frequently Asked Questions

How can bookkeeping help my business?

Accurate bookkeeping gives you a clear view of your financial health. With organized, up-to-date records, you can make smarter decisions, plan strategically, and feel confident about where your business is headed.

Most bookkeepers stop at data entry—we go further. We help you understand what the numbers actually mean so you can make informed decisions that support growth and long-term success.

Not at all. We’re U.S.-based and work remotely with clients across the country. Our team has experience in a variety of industries, and we use secure, cloud-based tools that keep us connected, and make communication and collaboration easy—no matter where you are.

Our pricing is customized based on the size and complexity of your business, so you only pay for the support you actually need. Most monthly bookkeeping packages start at $350 per month. While our rates are competitive, the real value comes from the time you save, the clarity you gain, and the confidence you’ll have in your numbers as your business grows.

Yes—your services are billed at a flat monthly rate, based on your business’s size and complexity. No hourly surprises or hidden fees.

No long-term commitments here. Services are offered month-to-month, and you’re free to make changes or cancel at any time.

As often as you need. You’ll have access to a secure client portal where you can upload documents, send messages, and stay in touch via email or text—all in one place.

We’re certified in both QuickBooks Online and Xero, and we choose the best tools to match your needs and streamline your financial processes.

We provide monthly and quarterly bookkeeping, along with clear financial reports that give you a full picture of your business’s financial health.

Yes—no matter how far behind you are, we’ve got you. We’ll help clean up and catch up your books with zero judgment, so you can move forward feeling organized and in control.

We can absolutely help you lay a solid foundation. Whether you’re setting up bookkeeping for the first time or transitioning from doing it yourself, we’ll guide you through the right steps to get up and running smoothly.

Yes! We’re happy to collaborate with your accountant or tax professional to make sure everything is aligned and ready when tax time comes around.

It’s simple and straightforward. We start with a consultation call to learn more about your business and your needs. From there, we’ll customize a service package that fits, then set up your secure client portal to make communication and document sharing easy. Once everything’s in place, we’ll walk you through the next steps and get your bookkeeping up and running—without the stress.

No problem! We’ll work with you to make the transition as smooth as possible, whether you’re switching from another firm or taking bookkeeping off your own plate for the first time.