QuickBooks Bookkeeper and business advisor
Welcome, I'm Dan Stanley, the owner and founder of Balance Sheet Bookkeeping. I provide reliable bookkeeping support and proven business advisory services to bring you clarity and growth. When you work with me, you work with the owner, not some offshore provider. Using secure cloud-based technology, I make it easy to serve clients in any location.
As a Certified QuickBooks Gold ProAdvisor, I help business owners gain the financial clarity they need to make confident decisions and support sustainable growth.
As a Lean 6-Sigma Business Advisor, I work hard to identify roadblocks that prevent your business from achieving maximum profitability and growth and eliminate waste at all levels. "A business first has to acknowledge they have a problem before a solution is developed to fix it."
As a Certified QuickBooks Gold ProAdvisor, I help business owners gain the financial clarity they need to make confident decisions and support sustainable growth.
As a Lean 6-Sigma Business Advisor, I work hard to identify roadblocks that prevent your business from achieving maximum profitability and growth and eliminate waste at all levels. "A business first has to acknowledge they have a problem before a solution is developed to fix it."
Our Bookkeeping Goal
- Our goal is simple:
- We keep your books clean, current, and accurate while helping make tax time less stressful. • We run the numbers so you can run the business.
- With dependable bookkeeping support, you can: • Feel confident that your financial records are organized and up to date. • Gain the clarity you need to make smart, stress-free business decisions.
- Focus more energy on growing your business with peace of mind.
Monthly Bookkeeping Services
The Services we Provide:We stay on top of your finances using a reliable monthly bookkeeping process designed to keep your records accurate, organized, and tax ready.
- • Monthly bank and credit card reconciliations to help ensure your accounts stay accurate. • Smart rules and automated categorization to streamline recurring transactions. • Monthly financial statements so you can review performance with confidence. • Email and virtual support for questions between monthly updates.
QuickBooks ProAdvisor
Our Services
- Essential Monthly Services Perfect for businesses that need dependable monthly bookkeeping support and clear, organized financial records. • Posting and reconciliation of Bank and Credit Card transactions to the proper accounts.
- • Standard Monthly Financial Reports so you can track business performance. • Secure document management for organized recordkeeping. • Expense categorization for profit and loss reporting and Schedule C preparation. • Email, phone, and virtual support for bookkeeping questions. • CPA-ready books at tax time for a smoother filing process.
- Additional Services (Quote on Request) Need support beyond monthly bookkeeping? We also offer add-on services to help keep your financial system organized, accurately, and easier to manage. • Book cleanup, bring your books up to date • QuickBooks set up to get your records and systems organized. • Customer invoicing and billing support to help you manage payments more efficiently. • Inventory analysis to better understand stock levels, costs, and business performance. • Project tracking to monitor income, expenses, and profitability by job or client. • Cash flow management to help you plan ahead and make informed financial decisions. • 1099 filing support and other bookkeeping-related services as needed.
- • Business Advisory Services