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Whether you are a well established business, a start up company, or a small business looking to improve
your record keeping, we have what you need to help you focus on your growing your business.

Services: Services
Collating Data


Daily, weekly, monthly, quarterly or annual reporting. 

Have you ever wished you had access to your income and expenses all in one place? The income statement, also referred to as a profit and loss statement, can be a difficult statement to prepare without the correct financial background. 

The balance sheet is one of the most important financial statements business owners use. This is a snapshot in time that lists your businesses assets (such as cash, accounts receivable, equipment) and liabilities (such as loans, credit cards, payroll taxes). 

With all your financial statements ready for your review, you’ll have the data available to identify opportunities for growth and efficiency within your business.

Check & Balance Bookkeeping can assist your business if you're applying for loans, considering investment opportunities or planing for the future. We can provide a full picture of your income and expenses, assets and liablitlies, identifying just about everything you need to know to make smarter business decisions.

Dollar Bill in Jar


Accounts receivable is the money that your business has a right to receive because it had provided customers with goods and/or services. It is important for your business to monitor its accounts receivable and to immediately follow up with any customer who has not paid as agreed. Check & Balance Bookkeeping can assist with invoice generation and with monitoring the aging of accounts receivable by providing up to date reports on outstanding balances owed. A general rule is that the older a receivable gets, the less likely it will be collected in full. Accounts receivable are reported as a current asset on your businesses balance sheet.

Post Box


As a small business owner, you often buy items for your business. You don’t always pay for the items up front. Instead, a vendor sends you an invoice. If you receive vendor invoices, you need to manage your accounts payable. Accounts payable includes all the money you owe to vendors. You use accounts payable to keep track of credit that vendors have extended to you. Check & Balance Bookkeeping is here to enter and process payment of vendor bills. We are here to track and monitor how much you owe to other businesses, as it is a significant factor in determining if you are profitable. Our updated reports help to keep you informed of your current financial structure and can assist with budgeting and planning of future large purchases.

Business, finance, savings money, wages,


Employees. Payroll taxes. Overtime. Health savings accounts. Retirement plans. Wage garnishments. New hires. Terminations. 
And then next week, the payroll process starts all over again.  As a business owner, payroll can become a full-time job.  Our team at Check & Balance Bookkeeping can relieve these day to day burdens by providing all of these payroll services, meeting federal and state tax and reporting deadlines, and more at a fraction of the cost.

Data on a Touch Pad


Your business writes checks, receives payments from customers, and conducts many additional checking account transactions in a given month. The bank also creates a record of the businesses checking account when it processes the company's checks, deposits, service charges, and other items. Soon after each month ends a bank statement is issued for your checking account. The statement lists the activity in the account during the recent month as well as the balance at the end of the statement period.
When your business receives its statement, the amounts on the statement should be verified with your business records to make sure transactions are consistent with the amounts in your businesses general ledger account. This process of confirming the amounts is referred to as reconciling the bank account.  The benefit of reconciling the bank statement is knowing that the amount of Cash reported by your businesses records is consistent with the amount of cash shown in the bank's records. A similar reconciliation process should be conducted for any other bank accounts, credit card accounts, loans or line of credit accounts. This reconciliation process can become time consuming and labor-some to users unfamiliar with basic accounting principals. Check & Balance Bookkeeping is here to help you focus on your business while we monitor the reconciliation's of your accounts.

Making Notes


Let our bookkeepers assist in determining the correct sales tax rates, collecting sales tax from your clients, recording those sales taxes and reporting that activity to the correct government agency.

Making Notes


Does your business accept payment in the form of credit cards? Do you want to start excepting credit cards but don't know where to start? Our team of bookkeepers has the expertise to find the right merchant services provider that works best for your business. A merchant account is an individual account that connects your business directly to a payment processor so you can accept credit cards and debit cards.

Data on a Touch Pad


Running a growing business can lead to taking shortcuts or incomplete data. Good data enables informed decision-making, which is reason enough to clean up accounting records. But clean financials are more than just desirable – in some cases, they are required. Let our team help to clean up your data and ensure that you have a complete financial picture or your business.

Making Notes


Decrease your monthly expenses and avoid daily backups, server maintenance, security risks...upgrade your desktop version to QuickBooks online today. Allow multiple users to see the same data in real time. Check & Balance Bookkeeping offers discounted Wholesale Pricing.

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