Monthly Bookkeeping
Ongoing, organized books maintained every month.
- Transaction categorization
- Bank & credit-card reconciliations
- Review of uncategorized items
- Organized, up-to-date books
Outsourced Bookkeeping
Your Books.
In Balance.
Professional bookkeeping for small businesses: organized, dependable support that gives you more time to run your business.
Why Sterling Balance
A dependable bookkeeping partner for small businesses.
Get organized records, consistent monthly reconciliations, and clear financial reports, without adding a full-time employee.
I.
Organized records
Transactions categorized and accounts reconciled on a consistent monthly schedule, so your books stay current.
II.
Clear reporting
Plain-English monthly reports you can actually use to understand how your business is doing.
III.
Personal attention
You work directly with the person keeping your books. Questions get a prompt, straightforward answer.
Services
Focused bookkeeping support, clearly defined.
Built for owner-operated businesses and small teams of roughly 1 to 10 people: contractors and trades, local retailers, consultants, professional-service firms and other small service businesses.
Financial Reporting
Agreed monthly reports that show where your business stands.
- Profit & Loss statement
- Balance Sheet
- Reports delivered on an agreed schedule
- Walk-through on request
Accounts Payable Support
Keep vendor bills organized and due dates visible.
- Organizing & recording vendor bills
- Tracking due dates
- Preparing payables information
You stay in control: payments are approved and sent by you unless a separate authorized process is agreed in writing.
Accounts Receivable Support
Know who owes you and how much.
- Recording customer invoices & receipts
- Tracking outstanding balances
- Receivables summaries
- Invoice creation, when agreed
QuickBooks Online Setup & Support
A clean foundation in QuickBooks Online, and ongoing help keeping it that way.
- Initial setup & basic configuration
- Chart-of-accounts organization
- Connecting bank feeds
- Ongoing QuickBooks bookkeeping support
Catch-Up & Cleanup
One-time projects to bring prior periods up to date.
- Organizing prior periods
- Categorizing transactions
- Reconciling accounts
- Preparing reports
Scoped and priced only after we review your records.
Not included
To keep our work accurate and appropriately limited, we do not provide:
- Tax preparation
- Tax or legal advice
- Audits or attestations
- Investment advice
- CFO services
- Complex accounting engagements
We coordinate with your CPA
Already have a CPA or tax professional? We keep your books organized and can coordinate with them, so tax time starts from clean, reconciled records. Need one? We can refer you.
How It Works
Four clear steps to organized books.
Tell us about your business
Share how your business runs, the accounts you use, and where your books stand today.
Receive a clear proposal
We review your bookkeeping needs and send a straightforward proposal with defined scope and pricing.
Get organized
A simple onboarding process to connect accounts, gather documents and set a monthly rhythm.
Ongoing bookkeeping
Receive consistent bookkeeping and your agreed monthly reports, with direct communication throughout.
Pricing
Transparent, starting-at pricing.
Final pricing depends on transaction volume, number of accounts, complexity, and the condition of your existing books. Every engagement starts with a tailored quote.
Hourly
Standard rate for work outside a monthly package. Billed in agreed increments; a minimum engagement or deposit may apply.
Catch-Up & Cleanup
Quoted after assessment
Please note: All package prices are starting prices, not final quotes. Hours shown are approximate and illustrative; final scope depends on accounts, transaction volume, and complexity.
Work outside the agreed monthly scope is quoted in advance or billed at the hourly rate with your approval. Unused monthly hours do not roll over unless expressly agreed in writing. Packages do not include unlimited bookkeeping.
[Founder photo, if supplied]
About
Meet [Founder Name]
Sterling Balance Group is a small, independent bookkeeping practice serving local small businesses in [service area].
[Short bio: background, relevant bookkeeping and QuickBooks Online experience, and why you started Sterling Balance Group. Only include experience and credentials you can substantiate.]
- Personal attentionYou work with the founder directly, not a call center.
- ResponsivenessClear, prompt answers to your questions.
- Careful organizationConsistent processes, every month.
- Plain EnglishReports and explanations without the jargon.
Get Started
Let’s Get Your Books in Balance.
Tell us about your business and we’ll help identify the right level of bookkeeping support.
Contact
Schedule a free consultation.
Share a few details and we’ll follow up to arrange a short, no-obligation conversation about your bookkeeping needs.
- Phone
- Service area
- Book a time