Balanced Path Financial

Services

Our Process

Our process is simple and built around you. From the first call to a customized bookkeeping plan, we make sure every step is clear, straightforward, and focused on your business.

You Book a Consultation

Schedule a call so we can get to know you and your business.

We Review Your Books

We take a close look at your current records and identify what’s working and what needs attention.

We Build Your Plan

You get a customized bookkeeping solution designed to keep your numbers accurate and your business moving forward.

Our Services

Our services are built with you and your business in mind. Whether you’re just getting started, catching up, or looking for ongoing bookkeeping support, everything we offer is designed to fit the way you work.

Bookkeeping

Ongoing support to keep your numbers accurate, organized, and up to date.

Set Up

Get your books started the right way with systems built around your business.

Clean Up/Catch Up

Bring order to past records and get everything current so you can move forward.

Additional Services

Customize your services to meet your business needs now and as you scale.