Monthly Bookkeeping for Small Business
stress less. create more.
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.
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.
HOW WE 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, we 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