Full-Cycle Bookkeeping

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 80% or better before being considered as a member of our team.

Fixed Fee BillingUnlike other bookkeeping firms, we don’t bill by the hour. After a complete diagnosis of your accounting processes we calculate an easy-to-budget “Flat Fee” soyou know exactly what you’ll pay each month for our services.

On-Time Financial ReportsTo manage your business, you need accurate financial reports on a timely basis. Our goal is to present them within 10 business days of month end.

24/7 Access to Your RecordsBy using a cloud service you’ll have real-time access to your financials from anywhere you can connect to the internet, 24 hours a day, 7 days a week.

Data Security: Your data is backed up each night to a secure, off-site location. If ever there is an adverse event your data remains completely secure.

Collaborative Relationships: At BalanceWise Bookkeeping  our goal is to cultivate long-lasting relationships with our clients. We work with client’s who strive to sustain a solid collaborative relationship as a trusted success partner. This aids us in keeping communications open and producing dynamic results. We want to assure you see the value of our relationship.

We appreciate helping businesses save time and money while enabling them to make informed decisions regarding their financial health and growth.

Our accounting platforms are QuickBooks Online (QBO) and Xero. Both are great solutions for most small businesses and allow us to collaborate from any location.

Value Guarantee: Our work is guaranteed to the complete satisfaction of our clients. If you are not completely satisfied with the service provided by BalanceWise Bookkeeping , we will, at the option of the Client, either refund the price or accept a portion of said price that reflects the Client’s level of value received. Upon receipt of each scheduled payment, we determine you have been satisfied.

Call (714) 602-9384 Office or (657) 888-3618 Mobile for a FREE Consultation!

Lighting the Path to Positive Financial Change