Clean books, closed on time, every month.
Balancewise gives small and growing businesses a dedicated bookkeeper who reconciles every account, keeps your software tidy, and sends reports you can read in five minutes.
We work in the software you already use
Keep your current system, or let us recommend and set up the right one. Our team is trained across the major cloud and desktop platforms.
Using something else? We also work with ADP, Dext, Hubdoc, Expensify and Stripe. Just ask.
Simple, fixed pricing
Pick the service you need to see its plans. Every quote is confirmed after a free review of your books, so there are no surprises.
Prices in USD. Transaction volumes are monthly averages across all bank and card accounts.
How it works
From first call to your first monthly report in about two weeks.
- 1
Book a free call
Tell us about your business, your software and where your books stand today.
30 minutes - 2
Share secure access
Connect your accounting software and bank feeds with read-only or accountant access. No passwords by email.
Day 1 to 3 - 3
We review and reconcile
Your bookkeeper categorises transactions, reconciles every account and flags anything that needs your input.
Week 1 to 2 - 4
Get your monthly close
Reports land in your inbox each month, followed by a short call to walk through the numbers.
Every month
| Revenue | $84,250 |
| Cost of goods sold | ($31,480) |
| Gross profit | $52,770 |
| Operating expenses | ($36,915) |
| Net income | $15,855 |
What you get every month
Clear deliverables, on a fixed schedule, from a bookkeeper who knows your business.
Financial statements
Profit and loss, balance sheet and cash flow, closed by the 10th business day.
Reconciled accounts
Every bank, credit card and loan account matched to statements.
A dedicated bookkeeper
One named person who learns your business, backed by a senior reviewer.
AP and AR aging
Know who you owe and who owes you, with overdue items flagged.
Monthly review call
A 20-minute walkthrough of your numbers and anything unusual.
Tax-ready year end
A clean year-end package your CPA can file from without back-and-forth.
Why businesses choose Balancewise
Bookkeeping is only useful if you can trust it. Here is how we earn that trust.
Accuracy you can check
Every reconciliation is prepared by your bookkeeper and reviewed by a senior before it reaches you.
Reliable deadlines
Your books close on the same day each month, so you can plan payroll, taxes and decisions around them.
Secure by default
Read-only bank access, signed NDAs, two-factor sign-in and no shared passwords, ever.
Experienced team
Bookkeepers trained in US GAAP basics and the major platforms, across retail, services, e-commerce and agencies.
Answers within a day
Questions to your bookkeeper get a reply within one business day, from a person who knows your file.
Fixed monthly fees
You know the price before we start. No hourly billing and no surprise invoices.
What our clients say
Owners who stopped worrying about their books.
We were eleven months behind and dreading tax season. Balancewise caught us up in three weeks, and now I get a clean P&L before the 10th of every month.
They moved us from QuickBooks Desktop to Xero without losing a single transaction. The setup alone saved my team hours every week.
Our CPA said it was the cleanest year-end file she had received from a small client. That says it all.
Ready for books you can trust?
Book a free 30-minute call. We will review where your books stand and send you a fixed quote.
Bookkeeping and accounting services
Everything from daily transactions to year-end, handled by one team. Choose a single service or combine them into one monthly plan.
Not sure which service you need?
Tell us where your books stand. We will recommend the right mix and send a fixed quote.
Let's talk about your books
Send us a message or call during business hours. We reply to every enquiry within one business day.
Our office
1200 Commerce Street, Suite 410
Austin, TX 78701
Call us
+1 (512) 555-0148Mon to Fri, 9am to 6pm CTEmail us
hello@balancewisebooks.comReply within one business daySend us a message
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