Our comprehensive bookkeeping services
At Plumb Balanced Bookkeeping, we understand the demands of running a business. Let us handle the numbers so you can focus on what you do best. Discover how our virtual bookkeeping solutions can bring balance to your books and peace of mind to your day.
Our services
We offer a comprehensive suite of virtual bookkeeping services designed to streamline your financial operations and give you back valuable time. From daily transactions to monthly reports, we provide accurate and reliable support. Below are just a few of the services we provide.
General Bookkeeping Services
QuickBooks Bookkeeping
Leverage the power of QuickBooks with our expert management, keeping your financial data organized and accessible.
Income & Expense Tracking Management
Managing your finances is crucial for achieving financial goals, and one of the best methods is income and expense tracking. This process involves monitoring all income sources and categorizing expenses to understand your financial health. Effective income and expense tracking empowers you to control your finances and work towards a secure financial future.
Excel Spreadsheet Creation & Tracking
In today's fast-paced business environment, effective financial tracking is essential for success. One of the best tools for this purpose is Microsoft Excel.
Account reconciliations
Ensure accuracy and catch discrepancies early with meticulous reconciliation of all your bank and credit card accounts.
Financial Statements
Provide a clear picture of a business’s financial health, performance, profitability, and overall financial position.
General Ledger Maintenance
General ledger maintenance ensures financial transactions are accurately recorded, organized, and up to date for reliable financial reporting.
Financial Analysis
Financial analysis helps businesses understand their financial performance, identify trends, and make informed decisions.
Payroll Support
Payroll support helps ensure employees are paid accurately and on time while maintaining organized payroll records and compliance.
Tax Preparation Services
Just some of the services we offer!
~ Customized Packages Tailored to Your Business Needs ~
Monthly Bookkeeping Service Packages
Starter Package
Perfect for solopreneurs & small businesses with simple monthly activity.
Includes:
- Monthly transaction categorization
- Bank & Credit Card reconciliation
- Profit & Loss Statement
- Balance Sheet
- Cash Flow Summary
- Email support
- Year-end tax-ready financials
Best for: Businesses with 1-2 accounts and low transaction volume.
Starting at $500 monthly.
Standard Package
Ideal for growing businesses needing consistent monthly oversight.
Includes everything in Starter, plus:
- Multiple account reconciliation
- Monthly Financial review notes
- Accounts payable OR receivable (choose one)
- Quarterly review meeting
- Custom chart of accounts optimization
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Best for: Businesses with multiple accounts or moderate transaction volume.
Starting at $1300 monthly.
Premium Package
Designed for businesses needing full-service bookkeeping support.
Includes everything in Standard, plus:
- Both accounts payable & receivable
- Payroll review
- Sales tax tracking
- Monthly review meeting
- KPI dashboard
- Priority support
Best for: Businesses with high transaction volume or complex financial activity.
Starting at $2500 monthly.
All packages can include:
- Monthly Profit & Loss
- Balance Sheet
- Cash Flow Summary
- Monthly Report Summary with notes & insights
Services Brochure Below
Package Add On Services
Accounts Payable Management
Accounts Receivable Management
Efficiently manage your incoming and outgoing payments to maintain healthy cash flow and clear financial records.
Budgeting & Forecasting
Custom Reporting
QuickBooks Online Setup & Management
Payroll Support
Sales Tax Tracking
1099 Preparation
Clean-Up & Catch-Up Services
Bookkeeping Clean-Up
For Businesses with messy, inconsistent, or inaccurate books.
Includes:
- Full review of prior bookkeeping
- Correction of errors
- Re-categorization
- Reconciliation of accounts
- Updated financial statements
- Cleanup summary report
Bookkeeping Catch-Up
For businesses behind on months or years of bookkeeping.
Includes:
- Historical reconciliation
- Transaction categorization
- Rebuilding financial records
- Year-over-year summaries
- Tax-ready financials
Free Diagnostic Review of Books & Customized Price Quote for these two services.
Pricing Structure
Pricing varies based on:
- Number of accounts
- Transaction volume
- Complexity of business
- Add‑on services selected
Services Pamphlet Below
Ask us! We can help!
Who we help
Our virtual bookkeeping services are perfect for small businesses, independent contractors and anyone who needs reliable financial support without the overhead of an in-house accounting department.
We take the load off your paperwork, allowing you to focus on your core business and growth.
Plan. Focus. Grow.
Benefits of working with us
Clients experience significant and meaningful positive changes, including a noticeable reduction in stress over their finances, accurate and meticulously up-to-date financial records, and the invaluable freedom to dedicate more time to pursuing their passion and interests. We help you achieve true peace of mind by taking care of all the essential financial details that often weigh heavily on your shoulders.
Please complete the below Consultation Sheet and send it with your consultation request.
Our unique approach
What distinguishes Plumb Balanced Bookkeeping is our fully virtual model. There are no appointments to schedule—just seamless and efficient bookkeeping support provided remotely. This flexibility allows you to reclaim your time, enabling you to concentrate on running and growing your business without interruptions.
Please complete the below Consultation Sheet and send it with your consultation request.