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Book & Balance, LLC

Book & Balance, LLCBook & Balance, LLCBook & Balance, LLC
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Services
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About

Book & Balance, LLC

Book & Balance, LLCBook & Balance, LLCBook & Balance, LLC
Home
Services
Contact Us
About
More
  • Home
  • Services
  • Contact Us
  • About
  • Home
  • Services
  • Contact Us
  • About

Our Services

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Below are just a few of our standard and add-on packages. Each are customizable to your specific business needs. Our add-ons provide additional accounting and financial expertise, designed to add value beyond your standard bookkeeping package. As your trusted business advisors, we will work side-by-side with you to help with any challenges that come your way. We can help you seamlessly navigate the QBO platform, as Certified QuickBooks ProAdvisors.

1. Classic

1. Classic

1. Classic

  • Standard monthly bookkeeping package
  • Classify sales and expense transactions
  • Produce financial statements
  • Account reconciliations
  • CT Sales & Use tax filings
  • On-call support

3. Review

1. Classic

1. Classic

  • Review of your books and records
  • Suggestions for improvement
  • On-call support

2. Setup

4. How-To

4. How-To

  • Initial setup in QBO
  • Customize chart of accounts
  • Automate banking, sales, expenses
  • Best practices advice
  • On-call support

4. How-To

4. How-To

4. How-To

  • QBO Training
  • Bookkeeping Basics Training
  • Customizable Training

Contact us for any financial needs.

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Available Add-Ons

  1. On-Call Support
  2. Financial Reporting
  3. Analytics & Trending
  4. Clean-Up
  5. Ad-Hoc Reporting
  6. Forecasting/Budgeting

Questions?

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