Initial Consultation & Review

No obligation, 30 minute call to discuss individual client needs and evaluate if working together could be a good fit.

Work Plan

As part of Initial Consult – We will provide a work plan to outline the goals and objectives discussed during the Initial Consult and Review along with an estimated fee schedule.  Our fees depend upon the needs of each project and is based on our estimate of time and skill involved to complete the project, whether one time or ongoing.  We offer project specific rates, weekly rates, and monthly rates. 


Upon mutual agreement of work plan and fee, we execute a contract including the project details/scope of service.


Once contracted, we get to work to convert, create, and cleanup in line with our client agreements and expectations. 

We ask a lot of questions – we are curious about your numbers and will want to help you gain better insight from your financial data.  With client assistance, we will link the bank and credit card accounts to the QBO company file so that this data will auto feed into the banking center. We will organize the Chart of Accounts so that each company’s financial report tells our clients unique business story. This resulting information provides clients with useful and actionable data. We make certain that all clients are satisfied with the results of the final QBO Company File with respect to their project.

In most cases, we can have clients up and operational within a day although we may still be finetuning the overall company file and reporting data.


Ongoing Maintenance & Service Options Available

  • Weekly Bank Reconciliation/Cash Update to Clients
  • Accounts Receivable Invoicing
  • Accounts Payable Management
  • Payroll Processing Assistance and Recording
  • Customized Reporting
  • Monthly Reporting/Review Phone Conference
  • Scalable Services for Clients Unique and Evolving Needs


While we are accessible to periodically visit clients that are located in Massachusetts, our service model is to work remotely.  We use SmartVault for file sharing and rely heavily on our Go To Meeting service. 

Although we don’t always meet face to face, we will absolutely know who you are when you call.  All of our clients are important to us!


FInd Out how Balanced Books Can help You!

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