Virtual bookkeeping for small business
Stop drowning in receipts.
Start using your numbers.
Your Numbers. Your Balance.
Clean monthly books — categorized, reconciled, and delivered by the fifth of every month. So you stop chasing receipts and start making decisions with the numbers in front of you.
30-minute call · no setup fee · reply within one business day
What we deliver
Four services. One monthly close.
Every small business we serve runs through the same four steps each month. Pick the package that matches where you are today; we scale with you as you grow.
Categorization
Every transaction classified correctly, the first time. AI-assisted suggestions land in your books; a human bookkeeper handles every judgment call.
- Clean, audit-ready chart of accounts
- AI suggestions reviewed by a real bookkeeper
- Receipts matched from your inbox or cloud drive
Bank & credit-card reconciliation
Each account closed to the penny, every month. Mismatches flagged in 24 business hours, not at year end.
- Daily or weekly feed sync, your cadence
- Bank, credit-card, loan, and Stripe accounts
- Discrepancies triaged before the 5th
Monthly financial statements
Profit & loss, balance sheet, and cash flow delivered to your inbox by the 5th — same day every month.
- P&L, balance sheet, and cash-flow statement
- A short monthly summary of what changed
- Year-end package handed to your CPA in January
Accounts payable & receivable
Cash flow you can see, with invoices and bills tracked to the dollar. Aging reports that surface what is overdue before it becomes a surprise.
- Vendor bill entry and scheduled payments
- Customer invoicing and aging reports
- Cash-flow dashboard refreshed monthly
Cloud platformsQuickBooks Online · XeroAnd any platform your CPA already standardized on.
AI-assistedAI categorization, human reviewCloud suggestions reviewed on every transaction.
Reporting cadenceBooks by the 5thSame day every month. Statements plus a short summary.
Book a free consult
Tell us about your business.
Send a few details and we'll set up a 30-minute call to walk through your books, your stack, and what a clean monthly close looks like for you. No setup fee, no obligation — and a real human replies within one business day.
- 30-minute consult, no obligation
- Flat monthly fee quoted after the call
- Books delivered by the 5th of every month
Balanced & Beyond LLC Bookkeeping · virtual bookkeeping, delivered monthly.
Request a consult
We store this for one business-day response — never spam.