Services
At True Balance Accounting, I provide comprehensive accounting services tailored to meet the unique needs of your business. Taking a holistic approach, I customize each package to align with your specific financial goals and challenges.
My detailed monthly package provides clear, actionable insights into your financial standing, helping you make informed decisions throughout the year. Meanwhile, my year-end financial package ensures your books are accurate and ready for a seamless handoff to your tax consultant.
Whether you’re just starting out or looking to streamline your current systems, I’m here to deliver personalized, precise service you can rely on.
Considering switching accountants mid-year? No problem. I make the transition easy—gathering your prior records, cleaning up your books if needed, and ensuring a seamless onboarding experience. There’s never a wrong time to get the right support.
Let me help you stay focused on running your business while I take care of the numbers.
Compare My Accounting Service Packages
💡 Which Package Is Right for You?
Annual – Great for freelancers or inactive entities who just need help at year-end. (Not my favorite, because I'd rather work with you more, but I've got you covered)
Quarterly – Perfect for hands-on owners who want regular insight and compliance without the monthly commitment.
Monthly – Best for businesses that need financial clarity, timely data, and a strategic partner all year long.
📞 Still unsure? Contact me—I’ll help you choose the best package that fits your business' needs.
Services
Bookkeeping Review & Cleanup
Bank & Credit Card Reconciliations
Adjusting Journal Entries
General Ledger Review
Profit & Loss Statement
Balance Sheet
Cash Flow Statement
Comparative Financial Analysis
Tax Compliance Support
Payroll
Accounts Payable & Receivable
Support Frequency
Software Support (QBO)
Custom Reporting
Ideal For
Quarterly Package
(The Silver)
✓ Quarterly
✓ Quarterly
✓ Quarterly
✓ Thorough
✓ Quarterly
✓ Quarterly
✓ Quarterly
Qtr-over-Qtr
✓ Excise, Personal Property, 1099s
✓ Payroll support
✓ Support
Quarterly check-ins
✓ Quarterly review
Optional
Growing businesses seeking
structured reviews
Annual Package
(The Bronze)
✓ Once/year
✓ Annually
✓ Year-end
✓ Basic
✓ Annual
✓ Annual
✓ Not included
Prior Year Only
✓ 1099s
X Not included
X Not included
As needed
Optional
X Not included
Small businesses w/ minimal activity
Monthly Package
(The Gold)
✓ Monthly
✓ Monthly
✓ Monthly
✓ Ongoing
✓ Monthly
✓ Monthly
✓ Monthly
Trend & KPI Tracking
✓ Excise, Personal Property, 1099s
✓ Payroll processing
✓ Processing
+ Ongoing support
✓ Continuous optimization
✓ Included
Real-time insights
Get a Quote
Interested in exploring my services? Fill out your details below and I will reach out to you directly to discuss your needs
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