Financial Support That Meets Your Where You Are
Every business has different needs — and those needs change as you grow. Whether you’re looking for reliable bookkeeping or ready for a deeper financial partnership, Balance & Build offers services designed to support you at every stage.
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You’ll get organized books, practical guidance, and clear communication. Our job is to make your financial life easier, your systems stronger, and your decisions more informed.
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No complicated language. No one-size-fits-all approach. Just straightforward support that helps you build a healthier business.
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Bookkeeping Serivces
Reliable, accurate bookkeeping that keeps your business organized and running smoothly.
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We handle the day-to-day financial work so you always know where things stand. From tracking transactions to preparing reports, we keep your books clean, current, and easy to understand.
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What’s Included:
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Weekly or monthly bookkeeping
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Account reconciliations
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Monthly financial reports
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Optional A/R and A/P management
Best for business owners who want dependable, no-stress bookkeeping.
Financial Management Services
A step up from basic bookkeeping — perfect for businesses ready for more structured support and better systems.
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We take care of your bookkeeping and help strengthen your financial operations. This includes organizing processes, setting up helpful tools, and offering periodic check-ins to keep you moving forward.
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What’s Included:
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Everything in Bookkeeping Services
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A/P and A/R schedules
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Monthly financial reports with added context
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Semi-annual or quarterly review calls
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Workflow and process improvements
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Third-party app integrations
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Cash flow reviews​
Great for growing businesses that want organized reporting and occasional guidance.
Fractional CFO Services
Financial leadership and guidance for businesses ready to plan ahead and make informed decisions with confidence.
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We partner with you at a deeper level—helping you understand your numbers, forecast the future, and make smart decisions that support your long-term goals. This is more than bookkeeping; it’s ongoing financial direction tailored to your business.
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What’s Included:
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Everything in Financial Management Services
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KPI tracking and analysis
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Monthly financial review call
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Budgeting and forecasting
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Cash flow planning
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Business coaching and decision support
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Payroll system setup or optimization
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Recommendations for financial tools and systems
Ideal for owners who want a trusted financial partner invested in their success.
Optional Add-Ons
These can be added to any service level depending on your needs.
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Payroll Services: Accurate, timely payroll processing—employee setup, filings, and year-end W-2 support included.
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Cleanup & Catch-Up Services: For books that are behind, messy, or disorganized. We review past activity, fix errors, reconcile accounts, and bring everything current.
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New Business Setup: QuickBooks setup (Online or Desktop), chart of accounts design, payroll & sales tax setup, and workflow best practices.
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QuickBooks Setup & Optimization: New file creation, cleanup, corrections, chart of accounts redesign, and recommendations for improved use.
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Sales Tax Filing: Monthly, quarterly, or annual sales tax filings with accurate tracking and reconciliation.
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Workers’ Comp & General Liability Audit Support: Document preparation, report organization, and support throughout the audit process.