Beyond Balanced Books Inc
Transform your story with Beyond Balanced Books.
5.0
Beyond Balanced Books Inc. provides expert bookkeeping and advisory services for professional service, technology, and construction-based businesses in Morgan Hill, CA.
About
Beyond Balanced Books Inc. was founded in 2009 to help professional service, technology, and construction-based businesses achieve financial success. The team has thorough knowledge of both QuickBooks and Xero platforms that they leverage alongside their bookkeeping expertise to ensure financial data tells the truest story of your business.
They go far beyond balancing books, ensuring clients receive necessary support to step out of day-to-day operations and look at the big picture, using data visualization and cashflow forecasting to help clients fully understand their business story.
Services
Initial Services
Prepare your business for success with initial services including a check-up phase to review accounting records, set-up or clean-up of accounting files, and catch-up services to bring books current.
Ongoing Bookkeeping Services
Ensure financial data remains accurate and up to date with customized ongoing bookkeeping services including transaction entry, expense receipt management, account reconciliations, payroll transactions, and meaningful reports.
Advisory Services
Turn year-end planning into year-round strategy with advisory services including financial snapshots, cashflow forecasting, budgeting insights, and strategy sessions.
1099 Management
Accurate, timely, and hassle-free preparation and filing of 1099s with information captured from vendors and organized year-round.
Fixed Asset Management
Review fixed assets on books, handle additions and disposals proactively, and assist with reporting requirements.
Insurance Management
Allocate insurance expenses, manage essential documentation for audits, and assist with open enrollment.
Credentials & Certifications
Reviews
