What We Offer
Services Built for Your Business
Service 01
Bookkeeping
Stop guessing where your money is going. The Balance Boss delivers clean, accurate books every month — so you can make confident decisions, stay tax-ready, and focus on growing your business instead of drowning in spreadsheets.
- QuickBooks & Xero compatible
- Secure cloud-based access
- Monthly review calls available
Monthly Bookkeeping
Full-cycle monthly bookkeeping including transaction categorization, bank reconciliation, and organized records — so your books are always current.
Financial Reporting
Profit & loss statements, balance sheets, and cash flow reports delivered monthly so you always know exactly where your business stands.
Accounts Payable & Receivable
Stay on top of what you owe and what you're owed. We track invoices, payments, and vendor bills so nothing slips through the cracks.
Tax-Ready Books
Year-end financials organized and ready for your accountant or CPA — reducing prep time and minimizing costly errors at tax time.
Business Document Notarization
Contracts, operating agreements, partnership documents, and corporate resolutions — notarized quickly and accurately.
Real Estate Documents
Deeds, mortgage documents, title transfers, and closing paperwork notarized with precision and professionalism.
Affidavits & Sworn Statements
Legal affidavits, statutory declarations, and sworn statements certified by a licensed notary public.
Powers of Attorney
General, limited, and durable powers of attorney notarized to ensure they are legally valid and properly executed.
Service 02
Notary Services
Need documents notarized fast? As a licensed notary public, The Balance Boss provides professional, legally binding notarization for all your business and personal documents — in person or via remote online notarization.
- In-person & remote options
- Fast turnaround — often same day
- All document types accepted
Pricing
Simple, Transparent Pricing
No hidden fees, no surprises. Choose the plan that fits your business — or reach out for a custom quote.
Basic Bookkeeping
Perfect for smaller businesses needing monthly transaction tracking, reconciliations, and basic reports.
- Monthly reconciliations
- Expense & income tracking
- Financial reporting
- QuickBooks management
- Book cleanup & organization
- Tax-ready financials
Standard Bookkeeping
Ideal for growing businesses needing ongoing bookkeeping support, monthly financial reports, and account management.
- Monthly reconciliations
- Expense & income tracking
- Financial reporting
- QuickBooks management
- Book cleanup & organization
- Tax-ready financials
Full-Service Bookkeeping
Best for businesses with higher transaction volume, multiple accounts, payroll coordination, and detailed financial tracking.
- Monthly reconciliations
- Expense & income tracking
- Financial reporting
- QuickBooks management
- Book cleanup & organization
- Tax-ready financials
Need something custom? Let's talk
Ready to Get Started?
Let's Find the Right Plan for Your Business
Book a free 30-minute consultation and we'll walk through exactly what your business needs.