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!

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!

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.

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!

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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
  • Landscape Architects

  • Small MEP Engineering Firms

  • Civil Engineers
  • Interior Designers – soloprenuers

  • Marketing Agencies

  • Service Businesses
  • Construction

  • Dog Walking/Pet Sitting

  • Health & Wellness

  • Personal Trainers
  • Web Design
  • Video Production

  • Management Consultancies

  • Graphic Design Firms

  • Playground Design Firms

  • Production Houses

  • Creative Agencies

Let’s Start Something new