Bookkeeping Services Built Around Your Business

From Day-to-day bookkeeping to financial cleanup and reporting, Balance Point Financials helps small businesses maintain organized books and gain a clear view of their financial position.

$300 per month

  • Bank/CC categorization

  • Bank/CC reconciliation

  • Monthly P&L

  • Balance Sheet

  • Transaction review

Essential

$500 per reporting cycle

  • Everything Essential

  • Accounts Payable

  • Accounts Receivable

  • Monthly financial review

  • Cleanup/catch-up (Limited?)

  • Journal entries

  • Custom reporting (Limited?)


Professional

Advisory

$1,000 project fee

  • Everything Essential and Professional

  • Monthly advisory meeting

  • Cash-flow insights

  • Priority support

Not sure which plan is right?

Let's discuss your business and find the bookkeeping support that fits your needs.

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