Don't Let tax season stress you out next year . . . let us keep your books up to date all year long

Bookkeeping Services

Explore how Smart Balance Bookkeeping can support your business with tailored, remote services designed to give you clarity, accuracy, and peace of mind.

📅Monthly Updates

Stay informed with regular financial check-ins and updates, so you always know where your business stands.

🧑‍💼Expert Support

I’ll help you manage your books with accuracy and care—without the hassle of taxes, payroll, or guesswork.

Support That Fits Your Business

We keep your business books up to date and organized.

🧾Accurate Records

From categorizing transactions to reconciling accounts, I’ll make sure your records are up-to-date, accurate, and tax-time ready.

📈Financial Clarity

Get clear, easy-to-read reports that show you exactly how your business is doing—so you can make smarter decisions with confidence.

Schedule a Free Consultation

🧭 How It Works

Your path to organized, stress-free bookkeeping starts here.

✅ Step 1: Free Consultation

We’ll hop on a quick call to talk about your business, your current bookkeeping setup, and where you could use support.

🧾 Step 2: Bookkeeping Review

I’ll review your existing books (if any), learn how you track income/expenses, and figure out what’s needed to get you caught up, cleaned up, or started from scratch.

📂 Step 3: Setup & Streamline

I’ll set up (or optimize) your QuickBooks Online file, clean up past data if needed, and organize your chart of accounts so it works for you.

🔄 Step 4: Ongoing Support

Each month, I’ll categorize transactions, reconcile accounts, and send easy-to-read reports—so you always know where your business stands.

Ready to get started?

Schedule Your Free Consultation

Smart Balance Bookkeeping keeps my business finances organized and up to date. Their service is reliable, allowing me to focus on growth without worrying about bookkeeping.

Kathy, Business Owner

★★★★★