Question 1

Why QuickBooks Online (QBO) and Xero?

Accepted Answer

Currently, I exclusively use QuickBooks Online (QBO) and Xero accounting software, which allows me to work seamlessly and remotely. These cloud-based solutions ensures that I can effectively manage your financial records, help you save time, save money, and reduce the stress associated with bookkeeping.

I gained the wealth of my bookkeeping knowledge and experience using other QuickBooks versions and Sage 50 over the years.  Moreover, while I am exploring other cloud-based accounting software  app options to expand my service capabilities, I am committed to mastering these platforms fully before offering them to my clients.

By the way, be sure to check me before purchasing a new QuickBooks Online or Xero subscription - as a ProAdvisor I have access to discounts!

Question 2

Do you work remotely or in person?

Accepted Answer

The simple answer is mostly remotely, but locally in person at time.  I am located out of Chesapeake, Virginia, but I have clients currently throughout the eastern part of the U.S.

With online accounting software, like QuickBooks Online (QBO) and Xero, plus other cloud based technology and apps, I am able to  work remotely seamlessly and effectively to manage your companies financial records.

Question 3

How much do you charge for bookkeeping?

Accepted Answer

Every business and industry have different recordkeeping and reporting need; therefore, I offer free consultations to determine what your accounting and bookkeeping needs are.  Some things that are considered are the number of bank and credit card accounts you have, the average number of transactions you have a month, and other services you need.  (i.e. Invoicing, Billing, Sales Tax, Payroll, Asset Management, and more.)

Fixed Rate Monthly Bookkeeping starts at $300 & up.

A year’s worth (12 months) of Clean Up and Catch Up of historical transactions typically starts at $3000 & up.

Contact me today to schedule your free consultation.

Question 4

What type of businesses use your services?

Accepted Answer

Balanced Integrity offers expert bookkeeping services to small businesses, as well as self-employed entrepreneurs, across various service industries, including those in trades & home services, virtual online services, and creatives & freelances.

Question 5

Does Balanced Integrity offer any discounts for veterans or their spouses?

Accepted Answer

As a proud retired U.S. Navy spouse, I’m honored to have Balanced Integrity recognized as a Military Spouse Owned Enterprise by the U.S. Military Spouse Chamber of Commerce.

Supporting veteran-owned and military spouse-owned businesses isn’t just a priority — it’s a personal heartfelt mission.

I offer a 10% discount on all services for verified Veteran-Owned and Military Spouse-Owned Businesses.

Question 6

How do I communicate with you?

Accepted Answer

Two-way Communication is of the utmost importance.  I might be outsourced, but I am still on your financial ally. I utilize a practice management tool called Client Hub. It’s a secure, user-friendly app (both web and mobile) where you can:  
- Share and access files
- Send and receive messages
- See any tasks or info I’ve requested
- Keep everything organized in one place

I can also be reached to answer your questions by phone, text message or email.

Question 7

How do I get QuickBooks Online?

Accepted Answer

As a Certified QuickBooks Online ProAdvisor,  I will be able to advise you on which QuickBooks Online subscription level will be best for your business needs and help you get it at exclusive ProAdvisor pricing (up to a 30% discount).

I will also be able to walk you through the set-up process and train you (and your team) how to use it and the apps efficiently.

Question 8

How to get Xero Accounting Software?

Accepted Answer

As a Xero Partner, I will be able to advise you on which Xero subscription level will be best for your business needs  I will also be able to walk you through the set-up process and train you (and your team) how to use it and the apps efficiently.

FAQs