Business Details
Trusted Virtual Bookkeeping Services for Small Businesses
At Modern Balance, we specialize in transforming financial chaos into streamlined clarity for small business owners. With over a decade of experience in bookkeeping and financial organization, our team understands the unique challenges faced by entrepreneurs who excel in their core business but struggle with numbers. We offer customized virtual bookkeeping solutions that adapt to your specific needs, whether you're a solopreneur just starting out or an established business owner looking to optimize financial operations. Our services include full-service bookkeeping, historical financial cleanups, customized workflow setup, and specialized add-on services like payroll management and cash flow analysis.As a QuickBooks ProAdvisor and member of the American Institute of Professional Bookkeepers, we combine technical expertise with personalized support to ensure your financial systems run seamlessly. Our approach focuses on empowering business owners through transparent financial reporting, 24/7 access to real-time data, and strategic financial guidance that helps you make informed decisions. We pride ourselves on being more than just bookkeepers - we're your partners in business success, allowing you to focus on growth while we handle the financial details with precision and care.
Services
Full-Service Bookkeeping
Historical Cleanup
Setup & Training
Custom Package Add-Ons
Virtual Bookkeeping
Highlights and features
- We offer 24/7 access to real-time financial data and reporting
- Our team includes certified QuickBooks ProAdvisors with industry-specific expertise
- We provide customized financial solutions tailored to your business needs
- Our systems streamline bookkeeping processes while maximizing tax deductions
- We guarantee accurate financial reporting and timely reconciliation of all accounts
Associations and certifications
- QuickBooks ProAdvisor
- Digital Bookkeeper Association
- American Institute of Professional Bookkeepers
What people say
Badass bookkeeper
Invaluable partner
Fantastic service
Amazing attention to detail
Highly recommend
Services
Full-Service Bookkeeping
Our full-service bookkeeping solution manages all financial transactions while providing clear reporting. We handle record-keeping, categorization, and reconciliation to maintain accurate financial records. This service enables business owners to make informed decisions based on real-time financial data while reducing administrative burdens.
Historical Cleanup
Specialized service for businesses with overdue financial records. We organize disarrayed accounts, reconcile past transactions, and implement systems for future accuracy. This service helps businesses regain financial clarity and prepare for growth opportunities without being hindered by past disorganization.
Setup & Training
Customized QuickBooks setup with personalized workflow training. We create efficient financial systems tailored to your business needs while teaching essential bookkeeping skills. This service empowers business owners to maintain financial organization between professional support sessions.
Custom Package Add-Ons
Tailored financial solutions including payroll management, tax filing, and cash flow analysis. These add-on services complement core bookkeeping while addressing specific business requirements. We help optimize financial operations beyond basic record-keeping through these specialized offerings.
Virtual Bookkeeping
Cloud-based bookkeeping access with 24/7 financial data availability. Our virtual platform allows seamless collaboration and real-time reporting from any location. This service provides business owners with continuous financial insights without requiring physical office presence.
People
Shannon
Owner
Certified bookkeeping expert with specialized QuickBooks training and extensive experience in financial organization. Former treasurer for American Business Women's Association chapter, known for transforming complex financial systems into efficient processes while maintaining a client-focused approach.
Questions
What bookkeeping services do you offer for small businesses?
We provide full-service bookkeeping, historical cleanups, customized system setup, and specialized add-ons like payroll management and tax filing services.
How does virtual bookkeeping work?
Our cloud-based system provides 24/7 access to financial records, allowing seamless collaboration and real-time reporting from any location using computer or mobile devices.
Can you help with QuickBooks setup and training?
Yes, we offer customized QuickBooks Online setup with personalized training to help business owners maintain financial organization between professional support sessions.
What industries do you specialize in?
While we work with various small businesses, we have particular experience in creative industries and talent agencies based on our founder's background.
How do you ensure financial data security?
We use secure cloud-based platforms with bank-level encryption and follow strict confidentiality protocols to protect all client financial information.
What qualifications do your bookkeepers have?
Our team includes QuickBooks ProAdvisors and members of professional organizations like the American Institute of Professional Bookkeepers with ongoing industry certifications.
