Business Details
Trusted Accounting Services for Small Business Growth
Green Balance Accounting was founded on the principle that entrepreneurs should not have to navigate financial complexities alone. With over 12 years of experience in accounting and a focus on personalized service, our team provides strategic financial partnerships to help small business owners gain clarity, optimize profits, and minimize tax liabilities. Our services extend beyond traditional bookkeeping, offering tailored solutions like monthly financial reports, tax planning, and Virtual CFO support.We prioritize transparency, education, and empowerment, ensuring clients understand their financial landscape to make informed decisions. By leveraging advanced tools like QuickBooks and Gusto, we streamline financial management, allowing business owners to concentrate on growth. Our commitment to excellence is reflected in client testimonials praising our expertise, responsiveness, and ability to transform financial chaos into actionable strategies.
Services
Bookkeeping
Tax Planning
Virtual CFO
Payroll
Financial Coaching
Highlights and features
- We have 12+ years of experience in manufacturing accounting and financial management.
- Our services include personalized financial education and strategic planning sessions.
- We utilize advanced tools like QuickBooks, Gusto, and Fathom for efficient management.
- Flexible service packages cater to businesses at all growth stages.
- Our team provides actionable insights to increase profitability and tax savings.
What people say
Peace of mind
Responsive and professional
Invaluable financial insights
Expert tax guidance
Strategic planning partner
Services
Bookkeeping Manager
This package includes monthly bookkeeping, reconciliations, and quarterly tax estimates with access to four 30-minute strategy sessions. Clients receive financial reports like Profit & Loss Statements and custom key metrics to monitor business health. Designed for entrepreneurs who need foundational financial organization without sacrificing strategic oversight.
Accounting Manager
Combining bookkeeping essentials with in-depth financial analysis, this service adds monthly budget-to-actual comparisons and twelve 30-minute meetings. Features include revenue analysis, profit optimization strategies, and comprehensive tax planning. Ideal for growing businesses requiring regular financial review and performance benchmarking against industry standards.
Virtual CFO
Our premium service delivers cash flow projections, KPI dashboards, and 18-month rolling forecasts alongside monthly CFO meetings. Includes QuickBooks Online subscription and quarterly tax planning. Perfect for businesses seeking strategic financial leadership to scale operations while maintaining compliance and operational efficiency.
Tax Services
Comprehensive tax preparation for individuals and businesses nationwide, including Schedule C/E filings, S-Corp elections, and partnership returns. Our expertise in tax code optimization helps clients maximize deductions while ensuring compliance. We also provide S-Corp analysis to determine optimal tax structures for long-term savings.
Money Overhaul
A specialized program for businesses with disorganized financial systems. Includes bookkeeping cleanup, tax savings reviews, and customized cash flow strategies. Starting at $2,500, this service establishes financial clarity through tailored action plans and internal control frameworks to prevent future financial chaos.
People
Koko Foster
Owner & Accountant
Koko Foster founded Green Balance Accounting after 12 years as Controller in RV manufacturing and Financial Accounting Manager in aerospace. With a Master's in Accounting from Indiana University, she specializes in transforming small business financial management through personalized strategies and tech integration.
Questions
How do your accounting services differ from standard bookkeeping platforms?
We provide personalized financial strategy beyond transactional recording, combining bookkeeping with tax planning, cash flow analysis, and business advisory tailored to your specific goals.
What software platforms do you use?
We work with QuickBooks Online, Gusto for payroll, and Fathom for financial reporting. Our team also integrates with CRM tools like Honeybook and Dubsado to streamline your operations.
Can you help with S-Corp election decisions?
Yes, our S-Corp analysis reviews your business structure, tax liability, and growth goals to determine if this election will provide net tax savings for your specific situation.
What's included in your Virtual CFO service?
This comprehensive package includes monthly CFO meetings, 18-month cash flow forecasts, KPI dashboards, tax planning, and full access to our accounting manager services.
How are your service fees structured?
We offer monthly subscription packages starting at $200/month, with onboarding fees ranging from $425-$750 depending on complexity. Custom hourly rates apply for specialized services like payroll or tax planning.
Do you work with businesses outside the United States?
While we serve clients nationwide, our expertise focuses on U.S.-based businesses due to the complexity of domestic tax regulations and compliance requirements.
