Services

Providing Everything You Need for Healthy Books

Year-End QuickBooks Review

What is it?
A focused, expert review of your existing QuickBooks Online setup to surface issues before sending your books to your CPA, tax preparer, or financial advisor.

Who it’s for:

Business owners who self-manage their QBO books but want a safety net
Anyone wanting confidence that their books are clean and reliable heading into tax season
CFOs / business managers who want a second pair of eyes before handing over statements

What we will review:

Last reconciled dates in your bank, credit card, and other accounts
Profit & Loss: check for misclassifications, odd entries, or anomalies
Balance Sheet:
• Hanging balances in liability accounts
• Accounts carrying balances when they shouldn’t
• Negative balances in accounts that should always be positive
• Other red flags or unusual account behavior
Any other bookkeeping inconsistencies or items that might raise questions during tax prep

You’ll receive a written report with:

A summary of findings
Highlighted issues that need attention
Suggested fixes or next steps

Optional follow-up support (add-on):

Training / Coaching Session: We’ll walk you through how to resolve the flagged issues yourself in QBO
Cleanup Service: We can correct the issues directly for you, so your books are prepped and polished for your CPA or tax pro

Why choose this service?

Peace of mind going into tax season
More cost-effective than having the CPA fix bookkeeping errors
Helps avoid surprises, minimizing last-minute panic or extra fees

Clean Up / Catch Up Services

We will review your QuickBooks Online file and address any discrepancies or inconsistencies in your records. Why is this important? Keeping clean and up-to date bookkeeping records allows you to reduce your stress, come tax time or when there are financial decisions that need to be made.

When did you last file your business taxes? We will help bring you up to speed with your financial recordkeeping, even if it has been neglected for several years. Failing to maintain proper bookkeeping poses a substantial risk of overlooking valuable tax deductions. Without current records, businesses may miss out on legitimate deductions that have the potential to markedly decrease their tax responsibilities. As a result, businesses might find themselves paying more in taxes than necessary ultimately affecting their financial bottom line.

Payroll Services

Initial payroll set-up
Calculate employee timecards
Executes payroll
Calculates payroll and taxes
Quarterly payroll tax liability filing
Unemployment quarterly filing
Annual FUTA
End of year W2's and filing

Monthly Bookkeeping

A virtual bookkeeper offers the convenience of remote accessibility. With cloud-based accounting systems and secure online platforms, clients can access their financial records and collaborate with the bookkeeper from anywhere, at any time. This flexibility is particularly advantageous for businesses with remote teams or those seeking to streamline operations.

Explore your options on the Packages page

Firm Support

Need an extra set of hands? Balcony Bookkeeping partners with bookkeeping and tax firms to provide reliable subcontracted and white-label support for one-time clean-ups or ongoing work. Whether you're overwhelmed with backlog or short on staff, we step in seamlessly—no disruption to your workflow, no stress on your team.

Let us help you meet deadlines, serve more clients, and free up your internal resources.

Reach out today to discuss how we can support your firm behind the scenes.