Outsourcing your bookkeeping to Exact Balance Bookkeeping will take a big burden off your shoulders. Relax and focus on your business while we crunch all your financials every month providing you with clear reporting you will need to make smart decisions about your roadmap. Your transactions will be accurately categorized and ready for tax season.
Benefits include many, but mainly you will have your finances in order to help you easily provide the information to your accountant for hassle-free preparation of taxes.
Your business will benefit from having and organize insights into its finances for future re-sell or franchising.
Our discovery call will facilitate getting to know each other and your business. In this call, we confirm we are the right fit for your needs.
We will then submit a proposal for your review, if you agree we can begin the onboarding process.
Email and Slack will be our primary sources of communication.
Reports will be sent on a monthly or quarterly basis. Emails on clarifications of any transactions will be sent 20 days before the report’s due date.
The access you provide us will be read-only. We manage our logins with a password manager, so our staff does not have individual password information.
We will need access to your banking accounts to pull transaction information. You will also need to provide us access to your Quickbooks account, if you do not have one we can create one for you.
Most providers will have read-only secure access.
We have two plans to choose from based on the size of your business, pricing starts from $250 a month.
Additional fees may be added for one-off services like an initial cleanup, this will be based on how far back we will perform reconciliations.
We will be billing on a monthly subscription basis, any fees for extra services will be due before the service is provided.
We use Quickbooks Online exclusively, we are certified and experts in this system which makes our job easier. We can set up a new account account, migrate your account from a different system or use your existing Quickbooks Online account.
Currently, we do not. We are experts in organizing your financials to make it easier for your CPA to complete your taxes, we are available to collaborate with them and take requests on how they want to view the numbers.
Although we prefer long-term relationships with our clients, there is no obligation.
You may cancel at any time.
For Solopreneurs
Qualifications
Small Business Advanced
Everything in Essentials Plus:
Qualifications
Small Business Elite
Everything in the Advanced Plan Plus:
Qualifications
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Managing a small business involves juggling many responsibilities, and accounting can often become overwhelming. If you find yourself buried under financial reports or consistently correcting errors, it might be time to consider outsourcing your accounting. By doing so, you not only save time but also gain access to expert financial knowledge, ensuring accuracy and compliance with laws. Outsourcing is particularly beneficial during tax season, when deadlines loom large, or as your business begins to scale, making finances more complex. Look for reputable services that offer comprehensive support, from tax planning to payroll management, and ensure clear communication about fees. Take control of your time and focus on what you do best—growing your business. To learn more about whether outsourcing is right for you, visit Exact Balances for valuable insights and tips on managing your small business finances effectively.
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