Historical Transaction Reconciliation Services
Our expert bookkeepers review and reconcile past transactions, ensuring your financial records are accurate and up-to-date.
Perfect for catching up on overdue bookkeeping.
General Ledger Cleanup and Organization
We offer general ledger cleanup, addressing discrepancies and organizing your financial data for compliance.
Ensure accurate and streamlined records with our expert service.
Outstanding Financial Statement Preparation
We prepare outstanding financial statements, ensuring compliance for audits and tax filings.
Ideal for accurate and reliable financial reporting.
Monthly Transaction Categorization Services
Our expert bookkeepers ensure monthly transaction categorization and accurate record-keeping.
Maintain precise, up-to-date financial records with our service.
Bank Reconciliations and Accuracy Checks
We perform monthly bank reconciliations to ensure accuracy and compliance.
Our expert bookkeepers help avoid discrepancies and maintain financial integrity.
Monthly Financial Statement Preparation
We prepare monthly financial statements, providing clear insights and ensuring compliance.
Make informed decisions with our bookkeeping services.
Year-End Preparation
Our Year-End Preparation services ensure a smooth, compliant financial year-end with a comprehensive review and reconciliation of your records.
We prepare necessary tax documents, filings, and detailed financial statements, providing a clear overview of your business’s health.
Ideal for businesses facing audits and tax filings, our reliable services ensure accurate, up-to-date financial records.
Comprehensive Year-End Financial Review
Our expert bookkeepers conduct a detailed year-end review, reconciling transactions and addressing discrepancies.
This ensures accurate, compliant records, ideal for tax season or audits.
Year-End Tax Document Preparation and Filing
We prepare and file all necessary year-end tax documents, ensuring your business meets tax requirements and deadlines.
Our services help you stay compliant, avoid penalties, and streamline the tax filing process.
Audit Readiness and Support
Our team helps you gather and organize necessary documentation, making the audit process smoother.
We also offer expert guidance to address any audit-related queries and ensure compliance.
FAQ
You're probably wondering...
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I have a pile of receipts and invoices. How can I get them to you?Don't sweat the paperwork! BALANCIFY offers two convenient ways to submit your documents: 1. Seamless Bank Integration: We use QuickBooks Online, a secure platform that lets you connect your business bank accounts. This automatically imports your transactions, saving you time and ensuring accuracy. 2. Easy Mobile Receipt Capture: Use the HubDoc app to snap photos of your receipts and invoices. Our team will securely upload them and categorize them correctly, minimizing errors and streamlining the process.
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How fast is your monthly bookkeeping service?At BALANCIFY, we prioritize efficiency! We aim to deliver your monthly profit & loss and trial balance by the 15th of each month, ensuring timely access to your financial performance. This timeframe may occasionally shift by a few business days due to high volume or to address any specific questions you might have.
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I'm behind on bookkeeping (1+ year). How long to catch up?Don't worry, we can help! The time to get your books up-to-date depends on the number of transactions and complexity. Typically, catching up on a year's bookkeeping takes a few weeks after we receive your documents. We'll work efficiently to get you back on track and ensure your financials are accurate for informed decision-making.
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Does BALANCIFY offer payroll or other services?While BALANCIFY focuses on providing exceptional bookkeeping services, we understand the importance of a comprehensive financial solution. If you require payroll, invoicing, or inventory management services, we'd be happy to connect you with qualified and trusted providers who can seamlessly integrate with your existing financial systems.
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Where are your bookkeepers located? Are they qualified?At BALANCIFY, we prioritize a dedicated and qualified North American bookkeeper for each client. This ensures you receive a personal touch from a professional who understands your specific needs and regulations.
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Who will I be working with? Will it be a dedicated team?At BALANCIFY, you benefit from a dedicated bookkeeping team led by your personal bookkeeping manager. This ensures clear communication and a deep understanding of your unique needs. Your manager will be supported by two additional bookkeepers, allowing for efficient service and maximum accuracy.
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What's the cost of your bookkeeping services?At BALANCIFY, we offer transparent pricing models: 1. Monthly Bookkeeping: Our fees are fixed and tailored to the complexity of your business finances. This ensures predictability and value for your ongoing financial management. 2. Catch-Up Bookkeeping: We understand the need to get your books up-to-date. Our clean-up service is priced based on hourly rates and the estimated time required. Get a Free Quote! Schedule a consultation to discuss your specific needs and receive a personalized quote for both our monthly and clean-up bookkeeping services.