8/15/2023 0 Comments Well balanced bookkeeping![]() We will work to clear the clutter off your desk and automate where we can. Running a business can pull you in a thousand different directions making it easy to lose track of an invoice, receipt or even completing the basic accounting functions like reconciling your bank account or recording your receivables properly. A Few Words About Me Exceptional Service Practical Financial Advice You Can Count on Focus Your Time and Efforts on Running Your Business and Leave the Accounting to Me Hi Im Nicole Banes, owner of Well Balance Bookkeeping, LLC. We will sync all business accounts(bank,loan,credit cards) to Quickbooks so that transactions are automatically pulled in and nothing is missed! We might also need access to your POS system to make sure revenue is recorded and reconciled on a monthly basis. These are also key factors for lenders or potential investors who are deciding whether to invest in a business. This ensures that we can properly manage cash flow and that we are keeping accurate, up-to-date financials for better decision-making. Track all expenses and maintain accurate records. From the start, we will make sure that a separation of business and personal finances can be achieved. ![]() This will help you avoid messy, inaccurate financials that could potentially land you in trouble with the IRS. It is crucial to avoid this temptation and draw a clean, straight line in the sand between your business and personal finances. By applying a scalable system of experienced personnel, technology and customized processes we deliver accurate, reliable, real-time bookkeeping and payroll. It can be very easy to mingle business and personal expenses, especially for small businesses just getting started. We will discuss these methods to make sure we are using the best possible method for your business ![]() Which accounting method is best? (Cash, Accrual or Modified accrual method) What do tax accountants do in the off-season Well, we spend a good portion of the year. Things to consider before/during the transition to Well-Balanced Bookkeeping We work with you to determine your needs and filing requirements. *Please note, Nichole can also be reached for pressing issues needing attention before your monthly meeting. You will schedule a monthly virtual meeting with Nichole to receive an overview of the month’s finances and discuss any topics on the horizon. Now that you are an established client of Well-Balanced Bookkeeping, you’ll have the freedom to apply your energy and focus to other, more pertinent aspects of your business. A secure link will be sent to gather this information electronically. *It is during this stage you will be asked to provide account information & passwords for accounting purposes. Once both have been completed, CONGRATS! You’re officially on your way to becoming a Well-Balanced business. Once you have determined which monthly services and/or additional services will be best suited to your business, a service agreement and initial invoice will be sent. You will have time to ask questions and determine which of Well-Balanced Bookkeeping’s packages and/or add-on services will suit your business goals. This is an introductory virtual meeting scheduled at your convenience (at no cost to you) where your accounting needs will be discussed. Typically, clients have a general idea of Well-Balanced Bookkeeping, either from reviewing the website and/or being referred by an existing client.Īfter you’ve taken a few moments to review our website, please read below to discover what the typical on-boarding process will be: If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile.Īs a matter of policy, BBB does not endorse any product, service or business.What are the steps to transition into becoming a client of Well-Balanced Bookkeeping? Business owners or bookkeepers record business activities based on supporting documentation, depending on the accounting principles the company implements. BBB Business Profiles are subject to change at any time. Bookkeeping is the process of tracking all documentation of any financial transactions that a business entity makes from launch to closure. When considering complaint information, please take into account the company's size and volume of transactions, and understand that the nature of complaints and a firm's responses to them are often more important than the number of complaints.īBB Business Profiles generally cover a three-year reporting period. However, BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles. BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. BBB Business Profiles may not be reproduced for sales or promotional purposes.īBB Business Profiles are provided solely to assist you in exercising your own best judgment.
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