Services
Months behind? Books you don’t trust? It’s more common than you think — and fixable. Balance Partners rebuilds your QuickBooks file so the numbers are right, the history is reconciled, and everything that comes after is reliable.
We diagnose first — a structured review of your file to size the problem before quoting the fix. Then we work through it systematically: reconciling accounts, correcting categorization, cleaning the chart of accounts, and documenting what we did. You end with books a CPA has reviewed and will stand behind.
Reconciled, tax-ready books through the catch-up period, corrected financial statements, and a clear handoff into monthly service if you want it.
Businesses behind on their books, owners who inherited a messy file, and companies preparing for a loan application, tax filing or sale that requires credible numbers.
How it works
Twenty minutes about your business, your setup and what’s not working.
Scope, deliverables, timeline and the monthly fee — in writing.
Access, history review and setup. You always know what’s next.
Deadlines tracked, work delivered, questions answered.
FAQs
It depends on the period and condition of the file — the diagnostic review gives you a firm timeline before you commit to anything.
Yes. Cleanup is a defined project with its own fixed quote; monthly service starts after, if you want it.
Our cleanup work focuses on QuickBooks; other platforms are considered case by case.
What affects pricing
Length of the catch-up period, transaction volume, number of accounts, and the severity of the issues found in the diagnostic. See how our pricing works.
Related services: Monthly Bookkeeping & Accounting · Business Tax Planning & Preparation
No obligation. We’ll discuss your current setup, your immediate concerns, and whether Balance Partners is the right fit.
Book a 20-Minute Fit Call →