Our Services: Customized for Your Success

We work closely with entrepreneurs like you, offering tailored bookkeeping solutions that align with your business goals. Whether you need monthly reporting, payroll management, assistance with you A/P and A/R departments, or help with budgeting and forecasting, our services are designed to provide you with clear insights into your financial position and strategy.

Bookkeeping Services

We work with each individual client to customize the services to the needs of your business and customize a monthly fee, saving you money over an hourly employee. We will consult with you monthly, at a minimum, presenting and reviewing your financial statements so you have an ongoing, “real-time” understanding of the financial health of your business. 

Set Up and Training

We utilize bookkeeping software and accounting applications that are based in the cloud and keep all of your information and accounts secure with military- and bank-level security software. 

We offer new books set-up, data transfer, and complete training to you and your staff in these cloud-based programs, all via on-line video/conference calls and recorded videos. This training is all customized to your company.

We are certified in and familiar with multiple programs and will help you find the software best suited to you.

Catch Up and Clean Up

Freedom in Balance will help you get out from underneath all those backlogged receipts, invoices, bills, and bank statements. We know that, as a business owner, your time is valuable and often better spent running your business. It’s amazing how quickly paperwork can pile up, and the bigger the pile, the more daunting the prospect of starting to dig into it. 

This is where we can help! We offer customized catch-up and clean-up services to help you get on top of and stay on top of your current or past bookkeeping.

Find Your Balance, Find Your Freedom

In finding balance between business and personal life, there is the freedom to grow both personally and professionally.

In finding balance within your business – balance of your time with knowledge and understanding of your business’ financial health – offers you the freedom to adjust and grow your business healthfully and in a sustainable manner.

We offer a variety of services, from quarterly and annual review and report preparation, to on-going monthly services, all customized to your business and team.