We do bookkeeping really well, but we do a hell of a lot more, too.

Your finances inform your business strategy. And we make the numbers make sense. Consider BOS your Backpocket CFO – a trusted resource to help you clean up your books, operationalize your business, or create a plan for continued success.

Your finances inform your business strategy. And we make the numbers make sense. Skip the social media misinformation, endless Internet searching, and (for f*ck’s sake) any calls with QuickBooks reps. Consider BOS your Backpocket CFO – a trusted resource to help you clean up your books, operationalize your business, or create a plan for continued success.

01Bookkeeping
Packages

Your business finances? Leave ‘em to us. We’re expert bookkeepers who keep your books organized, so you can focus on growing your business. We help you maintain accurate financial records, including transaction tracking, expense management, and monthly reconciliations. With our support and clean books, you’ll be able to make clear, informed decisions to operate efficiently and further your success.

  • Entrepreneurs or executives looking to free up their time and maintain lean margins by outsourcing their business finances to an efficient and trusted expert.

    • Organization of set number of monthly transactions

    • Management of a set number of accounts (bank, cc, loan, etc.)

    • Account reconciliation

    • Annual tax package prep

    • Email support

    • QuickBooks quality control

    • Access to BOS client portal

    • Saves you a (sh*t) ton of time

    • Cost-savings on hiring internally

    • Cost-savings via business strategy

    • Financial accuracy & compliance

    • Informed decision-making

    • Reduced stress & anxiety

    • Trusted support & accountability

    • Tax document preparation

LET'S DO THIS

02CFO
Advisory

Call it what you will: fractional CFO or business advisor, we offer ongoing advisory to give you insight, guidance, and strategic support around how to sustainably grow or maintain your business with an informed, finance-backed approach. We have decades of experience working in finance and ops, making us a trusted resource for actionable advice that’ll help you achieve your loftiest business goals.

  • Entrepreneurs or executives seeking a sounding board and support with whom they can work through business challenges, define strategy, and discuss finance/ops-related questions.

    • Cash Flow & Budgeting

    • Tracking KPIs

    • Growth Strategy

    • Business Goals

    • Business Strategy

    • Bookkeeping

    • QuickBooks Best Practices

    • Ongoing strategy sessions

    • Goal-setting & planning

    • Clarity for growth strategy

    • Informed decision-making

    • Reduced stress & anxiety

    • Actionable advice for your business

    • No bullsh*t or sugar-coating :)

LET'S DO THIS

03Quarterly
Review

You can do your books yourself, but want some accountability and support. This option lets you meet with us quarterly to review your bookkeeping and financial statements, answer all your questions, and define your goals and a clear strategy to achieve them.

  • If you prefer DIY Bookkeeping, we commend you. But, maybe, even you could use some accountability and support. That’s where we come in. BOS can be your backpocket CFO, working with you on a quarterly basis to ensure your books are done correctly, your questions are answered, and your business goals are clearly defined. It’s hands-off, yet highly personalized bookkeeping support.

    • 60-min Quarterly Advisory Sessions

    • Review of Balance Sheet

    • Review of Income Statement

    • Review any ASK Questions

    • Goal-setting & planning

    • Accountability support

    • Annual tax package prep

    • Email support (Tues-Thurs)

    • Answers to all your finance, operations, and business strategy-related questions during quarterly meetings.

    • Saves you a (sh*t) ton of time

    • Trusted resource for support

    • Informed decision-making

    • Reduced stress & anxiety

    • Goal-setting & accountability

    • Sound-board for ideas

LET'S DO THIS

Ready to learn more or dive right in?

Ready to learn more or dive right in?

04QuickBooks
Training

QuickBooks can be tricky – to know best practices, to avoid mistakes, and to use in a way that actually saves you time. Skip the social media misinformation, Internet searching, and (for f*ck’s sake) any calls with QuickBooks reps… Our training program is customized to your business and ensures that by the end of it, you’re comfortable and confident using QuickBooks effectively.

  • Entrepreneurs, executives, and finance teams who are either new to QuickBooks, struggling with QuickBooks, or have a hunch that they’re not using it effectively.

    * Custom packages available for larger teams, upon request!

    • Bank Feeds

    • Invoicing

    • New Customers

    • Receiving Payments

    • Vendors & Subcontractors

    • Sales Tax (Single State)

    • Running Reports

    • Reconciliation

    • Customizations

    • 4 x 60-min Training Sessions

    • Slack Channel or Email Support

    • Personalized First-Time QB Set-Up

    • QuickBooks Q&A via Slack

    • BOS QB Basics Workbook

      ○      Bookkeeping Checklist

      ○      QuickBooks Best Practices

      ○      QuickBooks Quirks to Know

      ○      Mistakes to Avoid

LET'S DO THIS

05QuickBooks
Clean-Up

So, your QuickBooks is a hot mess… We can fix that. BOS’ QuickBooks Clean-Up is an in-depth audit and overhaul to get your account up-to-date and in working order. Clean books are critical, not only to  track cash flow and file taxes more easily, but also to have the necessary clarity to make informed decisions and a viable growth strategy.

  • Entrepreneurs and executives who have, admittedly, made a mess of their books, or haven’t been able to keep them up-to-date, and need to get back on track.

    • Ensure Proper QuickBooks Set-Up

    • Review Chart of Accounts

    • Review Balance Sheet

    • Review Income Statement

    • Comprehensive Entry, Review & Reconciliation of All Accounts

    • Record Payroll, as needed

    • Review Prior Years’ Tax Returns

    • Onboarding & Offboarding Calls

    • Saves you a (sh*t) ton of time

    • Cost-savings with clean books

    • Financial accuracy & compliance

    • Informed decision-making

    • Reduced stress & anxiety

    • Trusted expert support

    * Year-end tax document preparation for retained clients.

LET'S DO THIS

06Business
Consulting

Our 90-min advisory sessions are your chance to get clarity around implementing a smart business strategy with an informed, finance-backed approach. With us, it’s no bullsh*t ever, so you’ll walk away feeling confident and equipped with valuable insight to implement immediately.

  • Entrepreneurs and executives looking for a fast, focused session to work through one or two key business goals.

    • Bookkeeping Basics

    • QuickBooks Best Practices

    • Growth Strategy

    • Business Goals

    • Business Strategy

    • 90-min Custom Strategy Session

    • Goal-setting & planning

    • Clarity for growth strategy

    • Informed decision-making

    • Reduced stress & anxiety

    • Actionable advice for your business

    • No bullsh*t or sugar-coating :)

LET'S DO THIS

But wait, there's more

Additional Services

But wait, there's more Additional Services

Let’s Get Down to Business

See something you like (or need)? Let’s discuss to determine if we’re a mutual fit. Partnership and collaboration is essential in our line of work. Get in touch for a FREE 20-minute conversation around your business needs and goals.

BOOK A FREE CALL
Balanced Office Solutions is your backpocket CFO, specializing in outsourced bookkeeping and CFO services to operationalize your business and create a plan for continued success.

What Sets Us Apart

What Sets Us Apart

We’re intentionally different. And there are a sh*t ton of reasons why working with BOS might just be the best decision you make for your company’s continued success.

01

No
Judgement
Ever

Whether you have a shoebox full of receipts or a color-coded binder, we support entrepreneurs at every stage. Hands-on or hands-free, we help you sort your sh*t out to operationalize and expand effectively.

02

Beyond
The
Books

When it comes to strategy and finance, everything is intertwined. That’s why our services support your business beyond the books – offering everything from QuickBooks training to full-service business consulting.

03

Creating
Your
Balance

Business and finance are our jam. We free up your time so you can focus on yours. By alleviating the anxiety, stress, and time-suck that comes with this territory, we help you take a (big) step towards establishing a better work-life balance.