Email Us : info@thebalancemethodfinancial.com

Our Bookkeeping Service Packages

Choose the plan that fits your needs. Each one designed to give you clarity, confidence, and more time to do what you love.

Basic Monthly Bookkeeping

Monthly financial tracking for therapists with up to 100 transactions. Includes monthly reconciliation reports and profit and loss statement.

Premium Monthly Bookkeeping

Monthly financial tracking for therapists with up to 200 transactions. Includes monthly reconciliation, reports, and invoice/payroll support.

Initial Financial Cleanup

We’ll review your chart of accounts, fix mistakes, clean up your books, and make sure your financial foundation is as solid as your business vision.

QuickBooks Basics Training

Get a personalized, one-hour Zoom session covering the essentials of QuickBooks Online. Perfect for beginners or anyone who wants to stop second-guessing their books and start feeling confident.