How B&B works —
what to expect each month.
Every engagement runs through the same five steps — from a free 20-minute consult on day one, to a year-end package your CPA can read on day 365. Here's what Balanced & Beyond LLC Bookkeeping delivers, in order, every month.
A short call so we know your shape.
We start with a free 20-minute call. Tell us about your business, the team, and where the books stand today; we walk through your stack and what a clean monthly close looks like for your shape of business. No setup fee, no obligation — a real human replies within one business day.
- Reply within one business day
- Flate monthly fee quoted on the call
- No setup fee, no obligation
A 15-minute intake, reviewed by a human.
Once you decide to move forward, you fill in a short onboarding form — entity, current software, prior bookkeeper, transaction volume. It's a 15-minute form; a real human reviews it within one business day and quotes your flat monthly fee.
- ~15 minutes · one short form
- Quoted within one business day
- Reviewed by a real bookkeeper on every call
Documents in a private portal, organised by month.
Documents live in a private portal — drag-and-drop uploads, organised by month, with version history. Or forward receipts straight from your inbox; we log them as they arrive and reconcile against the bank feed at month-end.
- Drag-and-drop, version history, by month
- Or forward from your inbox
- Reconciles against the bank feed at month-end
Statements by the 5th, every month.
Every transaction categorized, every account reconciled, every statement delivered on or before the 5th with a short written summary of what changed. You can read the numbers in five minutes and decide what to focus on next.
- Reply within one business day
- Flate monthly fee quoted on the call
- Reviewed by a real bookkeeper on every call
A quarterly walk-through, a clean year-end handoff.
Every quarter we walk through the statements side-by-side; in January we hand a year-end package straight to your CPA in the format they expect. No scrambling at tax time; no surprise at year-end.
- Reply within one business day
- Flate monthly fee quoted on the call
- Reviewed by a real bookkeeper on every call
Ready to see what your monthly close would look like?
Book a free 20-minute consult. No setup fee, no obligation — a real human replies within one business day.
Balanced & Beyond LLC Bookkeeping· virtual bookkeeping, delivered monthly.