FAQs

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!

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.

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 $275 & up. A year’s worth (12 months) of Clean Up and Catch Up of historical transactions typically starts at $3,000 & up. Contact me today to schedule your free consultation.

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.

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.

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.

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.

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.

In most cases, small to medium-sized businesses benefit from outsourcing their bookkeeping by gaining expert support at a fraction of the cost of hiring an in-house employee. This also eliminates the risk of it being done improperly by yourself, your spouse, or an employee who is not an expert in accounting or bookkeeping. Fact: According to the U.S. Bureau of Labor Statistics, the average Bookkeeping Clerk salary in 2023 was $ 49,330 (or $4,110 per month) and that’s before benefits (i.e., employer share of Social Security & Medicare taxes, insurance, vacation time, sick days, retirement benefits). This article on LinkedIn - Should Your Business Hire a Bookkeeping Service? Outlines the responsibilities of a bookkeeper and the benefits of using a bookkeeping service.

Bookkeepers organize the finances by ensuring that each transaction is well-documented. They are involved with the business’ day-to-day operations. Accountants come in to provide financial analysis based on the bookkeeper’s data. They may not be as involved with business operations, but accountants are essential to supplement the bookkeeper’s work. These roles both fall under accounting, and they both work towards the same goals. Bookkeepers record and manage daily financial transactions. On the other hand, accountants are the best consultants when it comes to tax filing, financial analysis, strategies, and financial forecasting. This article on LinkedIn - Should Your Business Hire a Bookkeeping Service? Outlines the responsibilities of a bookkeeper and the benefits of using a bookkeeping service. Using a bookkeeper for your day to day financial transactions, will save you money. Usually, CPAs charge a much higher hourly rate ($125/hour & up), due to their higher level of financial expertise. In some cases, they do delegate to their in house staff accountants or in house bookkeepers at a reduced rate, but they tend to lack personalized service. With my bookkeeping services, I will be available to your accountant to answer any questions he or she may have. I am continually building my network of trusted accountants to partner with.

Your bookkeeper may not file your taxes or give you investment advice, but your tax preparer, accountant, and financial advisor all rely on your books to do their jobs well. • Tax Preparers need clean, complete records to file accurate returns. Missing information? That could mean missed deductions, overpayment, or penalties. • Accountants use your books to analyze profitability and offer financial guidance. If the numbers aren’t right, their advice may not be either. • Financial Advisors build wealth strategies and retirement plans based on your financial data. Inaccurate books lead to flawed plans. Request a copy of my "Accurate Bookkeeping Protects Your Bottom Line" brochure.