Can you pinpoint what’s working (and what’s not) in your bookkeeping process? BalanceWise Bookkeeping’s Discovery Checklist gives us a comprehensive look into your financial records, so you can confidently decide the next steps to take. 1. General Information · Business name (operating & legal) · Entity type · Business … Read more
Qualified Bookkeepers:There is no government-mandated certification process for bookkeepers in the U.S. Anyone can purchase accounting software, print some business cards, and hang an “Open for Business” shingle. To test the competency of bookkeepers who are not certified through any recognized organization, like the American Institute of Professional Bookkeepers, we give in-house examinations. BalanceWise Bookkeeping requires applicants to score … Read more
There is currently not a government-mandated certification process for bookkeepers in the United States. Anyone can purchase accounting software, print business cards and call themselves a bookkeeper. In order to test the competency of bookkeepers who are not certified through any of the recognized organizations, like the National Association of Certified Public Bookkeepers, and the American Institute for … Read more
Our Roadmap was created to help you better understand the process of getting your books caught up and on a regular maintenance schedule with BalanceWise Bookkeeping. Below are the five phases of our delivery process. To initiate the Discovery Phase, we require the completion of our New Client Questionnaire. Phase 1: Discovery (Like taking an x-ray) Cost is usually $300-$900 (applied to … Read more
Call it what you will, BalanceWise Bookkeeping Virtual/Remote/Cloud accounting solution provides business owners with the flexibility they need in today’s fast-paced world. Leverage the Power of Bookkeeping in the Cloud: – On-time monthly financial reports – Electronic master document file system – Flat rate billing – Access to your financial records 24/7 – No software upgrades or maintenance How our … Read more