VIRTUAL BOOKKEEPING FOR THE CREATIVE BUSINESS
Imagine a world where your passion fuels your business, and the tedious tasks are left in the capable hands of experts who thrive on the numbers you dread. At Creative Balance Bookkeeping LLC, we transform chaos into clarity, allowing you to devote your energy to what ignites your creativity.
Why Choose Creative Balance Bookkeeping?
We focus on your books, so you can focus on your business!
You started your business doing what you love. But administrative work, bookkeeping and payroll is taking more and more of your time… This is where we can help! We love the bookkeeping and payroll. We will handle the administrative burden, so you can spend more time doing the work you love!
HOW I CAN HELP YOU
Juggling bills, receivables, and bookkeeping on top of life’s other demands? Remember, staying atop your finances ensures accuracy and peace of mind. You’re not alone in this financial balancing act! Hiring an employee can be a costly affair, but there’s a smarter way to manage your finances without breaking the bank! Outsource your bookkeeping tasks to a professional and watch as your business thrives. Not only does this free up precious time for you to focus on growth and innovation, but it also places your financials in the hands of an expert dedicated to keeping your accounts accurate and up-to-date. Let’s make smart choices that propel our businesses forward without unnecessary expenses. Here’s an example of the packages I offer. If you come from a system other than Xero,
I will even migrate you for free (a $3k service)–because the tools matter!
$400k+ Revenue
VIP- Billed annually you can save $1,140
- Everything in Advanced
- PLUS a couple more things
- Monthly Meetings
- Transactions: Unlimited
- Bank Accounts: Unlimited
- Categorize Transactions (Weekly)
- Gather Records
- Record in Xero
- Reconcile Bank Accounts
- Gather Bank Statements
- Verify Balances
- Reports (Monthly by the 15th)
- Profit & Loss
- Balance Sheet
- Cash Flow Statement
- Accounts Payable Aging
- Accounts Receivable Aging
- Annual Budget & Monthly Comparisons to Actual
- U.S. Sales Tax (requires additional TaxJar/Nexus subscription)
- Annual Business Property Tax Filings
- 45-Minute Monthly Meeting with your Account Manager
$200k+ Revenue
ADVANCED- Billed annually you can save $780
- Everything in Essentials
- PLUS a couple more things
- Monthly Loom Video
- Transactions: Unlimited
- Up to 10 Bank/Credit Accounts
- Unlimited Communication
- Categorize Transactions (Biweekly)
- Gather Records
- Record in Xero
- Reconcile Bank Accounts
- Gather Bank Statements
- Verify Balances
- Reports (Monthly by the 15th)
- Profit & Loss
- Balance Sheet
- Cash Flow Statement
- Accounts Payable Aging
- Accounts Receivable Aging
- Payroll with Gusto
- Monthly Debriefs (Reports & Video)
Up to $200k in Revenue
ESSENTIALS- Billed annually you can save $540
- All you need to start with
- Xero + Hubdoc Included
- Transactions: up to 100
- Up to 5 Bank/Credit Accounts
- Unlimited Email Communication
- Categorize Transactions (Monthly)
- Gather Records
- Record in Xero
- Reconcile Bank Accounts
- Gather Bank Statements
- Verify Balances
- Reports (Quarterly by the 25th)
- Profit & Loss
- Balance Sheet
- Cash Flow Statement
- Accounts Payable Aging
- Accounts Receivable Aging
- Annual Financial Presentation
- Annual 1099 Filings & Compliance Reminders
Bookkeeping For Growth
NEW BUSINESS OR NEED TO DIGITIZE YOUR BOOKS
Plan for future growth
I read between the lines of the systems, the software, and the financial statements to see the true financial story being told. Too many businesses are trying to grow with an anvil tied around their legs because they don’t know how to spot financial problems BEFORE they become a catastrophe.
New Business Set Up
When you bring Creative Balance Bookkeeping on board, you’re not just hiring a service; you’re gaining a partner. Imagine me as an extension of your office, always there, seamlessly integrating into your daily operations as your virtual accounting department. With me by your side, you’ll have the peace of mind that comes from knowing your finances are in expert hands. Let’s work together to balance the books and soar beyond!
When you bring Creative Balance Bookkeeping on board, you’re not just hiring a service; you’re gaining a partner. Imagine me as an extension of your office, always there, seamlessly integrating into your daily operations as your virtual accounting department. With me by your side, you’ll have the peace of mind that comes from knowing your finances are in expert hands. Let’s work together to balance the books and soar beyond!
NEW BUSINESS SET UP
- Onboarding Video/Phone Call
- Evaluate the current system, GL, & Process
- Written recommendations-issues found/or needed
- Video/Phone meeting to discuss recommendations
- Plan Setup/go thru setup checklist
- Data Migration
- Organization Info/Tax
- Chart of Accounts
- Invoice Template-Logo
- Reports Setup
- Guided Bank Feeds Setup
- 30 Days Support
- 2 hr training
Do what you love
Catch Up Bookkeeping for Small Business
Don’t get behind on your books
Need help with catch-up bookkeeping services? You’re not alone. 25% of business owners are behind on their books. Whether you’re behind a few months or a few years, I will bring your financials up to date so you can worry less about the past and spend more time thinking about the future.
Catch-Up and Clean-Up Bookkeeping
The first step can feel like the hardest. I am here to make it easier.
6 MONTHS
Catch-up / Clean-up- Onboarding video chat/phone call to evaluate your needs and come up with a plan
- Evaluation of current systems & processes
- Data migration into Xero (bank imports)
- Xero Customizations (chart of accounts setup, invoice template, sales tax setup, management reports)
- Guided Bank Feeds Setup
- Hubdoc training–so you know how to send us documents
- (6 MONTHS / $350 PER MONTH)
9 MONTHS
Catch-up / Clean-up- Onboarding video chat/phone call to evaluate your needs and come up with a plan
- Evaluation of current systems & processes
- Data migration into Xero (bank imports)
- Xero Customizations (chart of accounts setup, invoice template, sales tax setup, management reports)
- Guided Bank Feeds Setup
- Hubdoc training–so you know how to send us documents
- (9 MONTHS / $350 PER MONTH)
12 MONTHS
Catch-up / Clean-up- Onboarding video chat/phone call to evaluate your needs and come up with a plan
- Evaluation of current systems & processes
- Data migration into Xero (bank imports)
- Xero Customizations (chart of accounts setup, invoice template, sales tax setup, management reports)
- Guided Bank Feeds Setup
- Hubdoc training–so you know how to send us documents
- (12 MONTHS / $300 PER MONTH)
24 MONTHS
Catch-up / Clean-up- Onboarding video chat/phone call to evaluate your needs and come up with a plan
- Evaluation of current systems & processes
- Data migration into Xero (bank imports)
- Xero Customizations (chart of accounts setup, invoice template, sales tax setup, management reports)
- Guided Bank Feeds Setup
- Hubdoc training–so you know how to send us documents
- (24 MONTHS / $275 PER MONTH)
Here’s a breakdown of what each service entails:
Xero + Hubdoc
We believe in efficiency & systems, so I’m passionate about setting all of our clients up on Xero (for bookkeeping) and Hubdoc (for collecting paperwork). This setup or migration from another system is included in our onboarding, as is the subscription fee as long as you work with us. If we part ways, we’ll transfer ownership of it all to you.
Monthly or Biweekly Recordkeeping
This includes maintenance of bank feeds, matching & recording transactions, asking you for receipts and invoices to support your expenses (hello, audit-proof books!), and making sure your data is reliable. We don’t pay your bills or ask your customers for payments. That’s on you, my dear. We will help you develop an efficient process for AP/AR.
Unlimited Transactions
We will revisit our pricing every 6 months to make sure the value we provide is in line with your needs as you grow.
Unlimited Bank Accounts
I fully support our clients who manage their finances with the either method of accounting:
-
Traditional method of accounting: sales – expenses = profit
-
Profit first method of accounting: sales – profit = expenses
which means I know you might have at least 5 bank accounts. It’s all good. I also have bank relationships for those who want to use this method.
Unlimited Communication
We don’t ever want you to feel like you can’t reach out if you have a question or need to bounce ideas. All communication is included, but if we have to do ad hoc (extra) analysis or research to give you solid advice, that’ll be billed separately.
Annual 1099 Filing + Compliance Reminders
If you pay rent, attorneys, or other service providers for work in your business (as contractors), you may be required to issue 1099s. We’ll help you determine who needs one and create those filings for you.
We’ll also check on your annual corporate report (LLC) in your state each year to make sure you’re in good standing.
Monthly / Quarterly Debriefs
This includes monthly financial reports, a visual dashboard of key metrics, and a 5-minute loom video explaining your performance & financial health. ‘Cause the magic is in the debrief.
Payroll with Gusto
If you are an S-Corp or have employees, we will set you up on Gusto for payroll. You’ll be responsible for running payroll & paying the subscription fee, but we’ll manage the integration and help troubleshoot when needed. We’ll also extend a discount for the subscription!
Annual Budgeting
For our VIPs, we meet annually to create a budget and will include a monthly budget-to-actual comparison for you so you can see exactly how you’re tracking against your plan each month and you can course correct.
U.S. Sales Tax
If you sell physical products or are required to collect sales tax on your services, we will assist you in filing sales tax and tracking nexus. We use Tax Jar to set up auto-filing if at all possible. You will be responsible for paying the TaxJar Subscription.
Business Property Filings
If you have a physical location, you may be required to file Annual Business Property Tax Returns, listing out your equipment and leasehold improvements each year. We can assist with this if you are a VIP, or can be an add-on service with other packages.
Annual Financial Presentation
After the close of each year, we will compile your annual performance into a slide presentation with charts & visuals to help you see your performance compared to last year! Our clients LOVE this!
Not ready to commit? Or already have a bookkeeper?
Download your free KPI Guide and get CEO tips & tax deadlines straight to your inbox!
I’ll keep the books so you can keep moving forward
Are you looking for professional bookkeeping services that will give you the peace of mind you need to focus on what matters most – growing your business?
JUST SOME OF THE INDUSTRIES We LIKE TO WORK WITH
Outsourced bookkeeping and business intelligence for mid-size and privately owned organizations. You care about your business—I care about getting your books right.
- Architectural & Interior Design Firms
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Landscape Architects
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Small MEP Engineering Firms
- Civil Engineers
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Interior Designers – soloprenuers
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Marketing Agencies
- Service Businesses
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Construction
-
Dog Walking/Pet Sitting
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Health & Wellness
- Personal Trainers
- Web Design
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Video Production