Services

Monthly/Quarterly Bookkeeping

Whether you need help with keeping your financial records accurate on a monthly basis or need to establish a general bookkeeping system from scratch, I’ll work closely with you to identify how we can manage your finances more efficiently. With my monthly and quarterly bookkeeping services, we’ll ensure your books are balanced and your financial health is on track, taking your business to a whole new level of financial clarity and peace of mind.

Service

Our Monthly/Quarterly Bookkeeping service is designed to keep your financial records accurate and up-to-date. Whether you need ongoing monthly maintenance or prefer a quarterly overview, we tailor our services to fit your business needs. Here are the tasks included in our service:

• Transaction Recording: Accurately record all financial transactions, including sales, expenses, payments, and receipts.

• Bank Reconciliation: Reconcile your bank statements with your recorded transactions to ensure accuracy and identify discrepancies.

• Accounts Receivable Management: Track and manage customer invoices and payments, ensuring timely collections.

• Accounts Payable Management: Record and manage supplier invoices and payments, ensuring bills are paid on time.

• Expense Tracking: Categorize and track business expenses to provide a clear overview of spending.

• Financial Reporting: Prepare and provide essential financial reports, such as income statements, balance sheets, and cash flow statements.

• Consultation and Support: Offer ongoing consultation and support to help you understand your financial reports and make informed decisions.

Add-Ons

• Sales Tax Filing: Prepare sales tax returns based on recorded sales transactions. (Additional $75 per filing period)

• Detailed Expense Tracking: Enhanced categorization and tracking of business expenses. (Additional $40 per month)

• Financial Analysis Reports: Customized financial analysis and insights reports. (Additional $100 per quarter)

Duration

• Monthly Service: Ongoing, with services provided every month.

• Quarterly Service: Ongoing, with services provided every three months.

Pricing

• Basic Monthly Bookkeeping: $300 per month

• Includes transaction recording, bank reconciliation, accounts receivable/payable management, and basic financial reporting.

• Standard Monthly Bookkeeping: $450 per month

• Includes all Basic services plus detailed financial reporting and expense tracking.

• Premium Monthly Bookkeeping: $600 per month

• Includes all Standard services plus customized financial analysis reports and priority support.

• Quarterly Bookkeeping: $900 per quarter

• Includes transaction recording, bank reconciliation, accounts receivable/payable management, and detailed quarterly financial reporting.

Ready to achieve financial clarity and peace of mind? Contact us today to get started with our Monthly/Quarterly Bookkeeping service and let’s take your business to a whole new level of financial health.

Cleanup Bookkeeping Service

Whether your financial records are a bit behind or in complete disarray, I’ll work closely with you to organize and correct them efficiently. With my Cleanup Bookkeeping service, we’ll review and update your financial records, ensuring everything is accurate and up to date. Let’s bring your books back on track and elevate your business to a new level of financial clarity and peace of mind.

Service

Our Cleanup Bookkeeping service is designed to review, organize, and correct your financial records, ensuring everything is accurate and up to date. Whether your books are a little behind or in complete disarray, we’ll get them back on track. Here are the tasks included in our service:

• Review Past Records: Thoroughly review your past financial records to identify discrepancies and areas that need attention.

• Organize Financial Data: Organize your financial data to ensure it is properly categorized and easy to understand.

• Correct Errors: Identify and correct any errors in your financial records to ensure accuracy.

• Reconcile Accounts: Reconcile your bank and credit card statements with your recorded transactions.

• Update Financial Records: Bring all your financial records up to date, ensuring all transactions are properly recorded.

• Prepare Financial Reports: Provide updated financial reports, such as income statements, balance sheets, and cash flow statements.

• Consultation and Support: Offer consultation and support to help you understand your updated financial reports and maintain accuracy going forward.

Add ons

• Detailed Financial Analysis: Customized analysis of your financial data to provide insights and recommendations. (Additional $150)

• Ongoing Support Package: Monthly support for continued accuracy and maintenance of your financial records. (Additional $100 per month)

• Tax Preparation Assistance: Prepare your financial records for tax filing. (Additional $200)

• Expense Categorization: Detailed categorization of past expenses. (Additional $100)

Duration

• Project-Based: Typically completed within 2-4 weeks, depending on the complexity and volume of records.

Pricing

• Basic Cleanup: $300

• Includes review and organization of financial records, error correction, and basic reconciliation.

• Standard Cleanup: $600

• Includes all Basic services plus detailed reconciliation and updated financial reports.

• Comprehensive Cleanup: $1,200

• Includes all Standard services plus customized financial analysis and priority support.

Ready to bring order to your financial records? Contact us today to get started with our Cleanup Bookkeeping service and let’s ensure your books are accurate, organized, and up to date.

Setup Bookkeeping Service

Whether you’re starting a new business or transitioning from an old system, I’ll work closely with you to establish a solid financial foundation. With my Setup Bookkeeping service, we’ll set up your bookkeeping system from the ground up, ensuring it’s tailored to your specific needs. Let’s create a streamlined, efficient system that keeps your finances in check and sets your business up for long-term success

Service

Our Setup Bookkeeping service is designed to help you establish a robust and efficient bookkeeping system from the ground up. Whether you’re starting a new business or transitioning from another system, we’ll ensure your financial foundation is solid. Here are the tasks included in our service:

• Software Setup: Set up bookkeeping software tailored to your business needs, ensuring it's configured correctly from the start.

• Chart of Accounts: Create a customized chart of accounts that suits your business structure and industry.

• System Implementation: Implement bookkeeping systems and processes to streamline your financial management.

• Data Migration: Transfer existing financial data into your new bookkeeping system accurately and securely.

• Training and Support: Provide comprehensive training on how to use the new bookkeeping system and maintain accurate records.

• Initial Financial Reports: Generate initial financial reports to establish a baseline for your business.

• Consultation and Support: Offer ongoing consultation and support to help you adapt to the new system and ensure smooth operation.

Add-Ons

• Customized Reporting: Tailored financial reports to meet your specific business needs. (Additional $100)

• Ongoing Training: Continued training sessions to keep you and your team proficient with the new system. (Additional $75 per session)

• Advanced Setup: Additional setup for more complex business needs, including multi-currency and inventory management. (Additional $200)

• Payroll Integration: Integrate payroll management into your bookkeeping system. (Additional $150)

Duration

• Project-Based: Typically completed within 1-3 weeks, depending on the complexity of the setup and the amount of data to be migrated.

Pricing

• Basic Setup: $400

• Includes software setup, creation of a basic chart of accounts, and initial training.

• Standard Setup: $800

• Includes all Basic services plus comprehensive training and initial financial reports.

• Comprehensive Setup: $1,200

• Includes all Standard services plus data migration, customized reporting, and priority support.

Ready to build a solid financial foundation for your business? Contact us today to get started with our Setup Bookkeeping service and ensure your bookkeeping system is set up for success.

Hourly Bookkeeping Service

Whether you need help with specific bookkeeping tasks or short-term projects, I’ll work closely with you to provide flexible, on-demand support. With my Hourly Bookkeeping service, we’ll tackle your financial needs efficiently, ensuring everything is accurate and well-organized. Let’s handle your bookkeeping challenges as they arise, giving you the peace of mind and flexibility to focus on growing your business.

Service

Our Hourly Bookkeeping service is perfect for those who need flexible, on-demand support without committing to a monthly plan. Whether it’s for specific tasks or short-term projects, I’ll provide reliable and precise bookkeeping assistance when you need it. Here are the tasks included in our service:

• Transaction Recording: Accurately record specific financial transactions, including sales, expenses, payments, and receipts.

• Bank Reconciliation: Reconcile bank and credit card statements with recorded transactions to ensure accuracy.

• Accounts Management: Assist with managing accounts receivable and accounts payable as needed.

• Expense Tracking: Categorize and track business expenses for better financial management.

• Financial Reporting: Generate essential financial reports, such as income statements, balance sheets, and cash flow statements, upon request.

• Consultation and Support: Provide expert consultation and support for specific bookkeeping tasks or issues.

Add-Ons

• Payroll Assistance: Help with basic payroll tasks, such as recording payroll transactions and managing employee timesheets. (Additional $50 per hour)

• Tax Preparation Assistance: Prepare your financial records for tax filing. (Additional $75 per hour)

• Data Entry: Enter financial data into accounting software and ensure accuracy. (Additional $40 per hour)

• Custom Reports: Create customized financial reports tailored to your specific needs. (Additional $100 per report)

Duration

• Hourly Service: Flexible and project-based, billed hourly according to the time required for specific tasks.

Pricing

• Hourly Rate: $60 per hour

• Includes transaction recording, bank reconciliation, accounts management, expense tracking, financial reporting, and consultation.

Need flexible, on-demand bookkeeping support? Contact us today to get started with our Hourly Bookkeeping service and receive reliable assistance whenever you need it.

"Working with HerBalance Bookkeeping has been a game-changer for my freelance business. Ashley is incredibly professional and knowledgeable. She helped me clean up years of disorganized records and set up a system that I can easily manage moving forward. Her support has given me the confidence to focus on growing my business without worrying about the financial side of things. I’m so grateful for her expertise and dedication."

Rachel Goodwin

Client Reviews

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People don't just seek bookkeeping services; they seek peace of mind and the confidence that comes from knowing their finances are in expert hands. Let me help you tell the story of your business's financial success.