Quickbooks Online bookkeeping for small service-based businesses - clean, simple, affordable and stress-free every month
Everything you need, nothing you don't
What's Included
✓ Monthly Transaction Categorization
Every transaction coded correctly so your books are clean, accurate and tax-ready.
✓ Financial Reports (P&L & Balance Sheet)
Profit & Loss and balance sheet delivered monthly - ready for you or your accountant to review.
✓ Monthly Check-In Call
A quick touchpoint each month so you always know where your numbers stand.
✓ Bank & Credit Card Reconciliation
All accounts reconciled monthly so your balances always match your records.
✓ Payroll Sync
QBO Payroll or third-party payroll (Gusto, ADP, Paychex) entries recorded accurately every month.
Is Balanced & Company the Right Fit for You?
We specialize in simple, service-based businesses that want affordable, clean books without the complexity. Here's how to know if we're a match:
Who we work with
◆ GREAT FIT
✓ Service-based business (no retail, products or inventory)
✓ Currently using QuickBooks Online
✓ Straight-forward accounting structure
✓ No sales tax filing needed
✓ QBO Payroll or third-party provider (Gusto, ADP, Paychex)
✓ Cash-basis accounting
✓ Consultants, therapists, coaches, freelancers, trades & more
❌ NOT A FIT
✕ Product-based businesses with physical inventory
✕ Complex entity structures (multi-level corps)
✕ Businesses requiring intensive sales tax filing
✕ High-volume retail or e-commerce stores
✕ Manufacturing or cost of goods
✕ Non-service businesses with heavy technical bookkeeping
Hi, I'm Shawna - Your dedicated Bookkeeper
I started Balanced & Company because I saw firsthand how overwhelming messy books can be for small business owners. With years of experience working alongside businesses of varying complexity, I know exactly what simple, well-managed books look like - and I'm passionate about delivering that for my clients.
I work exclusively with QuickBooks Online and specialize in service-based businesses that want organized, accurate financials every month without the stress. When your books are balanced, you can focus on what you do best - running your business.
◆ QuickBooks
Certified
ProAdvisor
Verified
expertise in
QuickBooks
Online setup,
management
and best practices
◆ QuickBooks
Payroll Certified
Certified to
manage and
support QBO
Payroll for small
business clients
◆ ICBP - Intuit
Certified
Bookkeeping
Professional
Industry-recognized certification demonstrating advanced bookkeeping knowledge
Simple,
Transparent
Pricing
Flat monthly rates based on your business's monthly expenses - no surprises, no hourly billing.
Starter
$300
per month
Up to $10,000/mo in expenses
◆ Transaction categorization
◆ Account Reconciliation
◆ Monthly P&L & Balance sheet
◆ Monthly Check-in Call
Growth
$400
per month
$10,001-$25,000/mo in expenses
◆ Transaction categorization
◆ Account Reconciliation
◆ Monthly P&L & Balance sheet
◆ Monthly Check-in Call
◆ Payroll Sync
Professional
$500
per month
$25,001-$50,000/mo in expenses
◆ Transaction categorization
◆ Account Reconciliation
◆ Monthly P&L & Balance sheet
◆ Monthly Check-in Call
◆ Payroll Sync
◆ Priority Response Time
balancedandco1@outlook.com