At Family Balanced Bookkeeping, we handle the numbers so you can focus on what matters most: growing your business and enjoying your life. Whether you need a fresh start or ongoing monthly support, we provide “full charge” solutions tailored to your needs.

1. Clean-Up & Catch-Up Services

If your books have fallen behind or feel like a tangled mess, don’t sweat it. We specialize in untangling complex financial records and getting you back on track.

• Historical Catch-Up: Bringing months (or years) of unrecorded transactions up to date.

• Account Reconstruction: Correcting entry errors and reconciling old bank or credit card statements to the penny.

• Diagnostic Review: Identifying why your books aren’t balancing and implementing fixes to prevent future issues.

• Tax-Ready Transitions: Organizing your data so you can hand it off to your CPA with confidence, avoiding last-minute filing stress.

2. Monthly Bookkeeping & Financial Reporting

The foundation of a healthy business is up-to-date information. We ensure your books stay “tax-ready” every single month.

• Transaction Categorization: Accurately coding all income and expenses.

• Bank & Credit Card Reconciliation: Verifying every transaction against your statements.

• Financial Statements: Monthly delivery of your Profit & Loss and Balance Sheet so you always know your bottom line.

3. Accounts Payable & Receivable

Manage your cash flow without the stress of chasing payments or missing due dates.

• Bill Pay (AP): Organizing and scheduling payments to your vendors.

• Invoicing (AR): Creating professional invoices and following up on overdue balances.

4. Payroll Management

Ensure your team gets paid accurately and on time.

• Full integration with QuickBooks Payroll or third-party providers.

• Tracking employee hours and processing payroll runs.

• Ensuring payroll tax filings are handled correctly.

5. QuickBooks Setup & Optimization

Whether you’re new to QuickBooks or your current setup feels cluttered, we can help.

• Custom Chart of Accounts: Tailored specifically to your industry.

• Software Training: Empowering you to understand your own financial dashboard.

Why Choose Family Balanced Bookkeeping?

• MBA-Backed Expertise: Professional-grade financial oversight with a small-business touch.

• Certified QuickBooks ProAdvisor: Leveraging the best tools in the industry to keep you organized.

• The “Family Balanced” Promise: We treat your business finances with the same care and integrity we use for our own.