Now accepting new clients

At Balance & Bound we offer boutique-style bookkeeping and local notary services tailored to meet the unique challenges of today’s financial landscape.

ABOUT

At Balance & Bound, our mission is to bring clarity and confidence to your business. We believe every entrepreneur deserves structure without stress, so we provide reliable Bookkeeping and trusted notary services that keep your finances Organized and your goals within reach. our focus is creating balance in your business and peace of mind in your day-to-day so you can move forward bound for success.

Our Services

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  • Start Up/ Clean Up Services

    -Initial diagnostic review to identify any problem areas

    -Catch up on entering and categorizing all transactions

    -Bring all necessary accounts up-to-date on reconciliation

    -Identify and correct previous errors to ensure accurate books

    -Provide current financial reports

    Schedule

  • Essential Balance

    For solopreneurs and small businesses who need the basics covered.

    -Categorizing income & expenses

    -Reconciling up to 2 bank + 2 credit card accounts

    -Monthly financial statements (Profit & Loss & Balance Sheet)

    -Secure document sharing

    Schedule

  • Growth Balance

    For growing businesses that need extra support and insight.

    -Everything in Essential Balance

    -Cash Flow Statement (monthly)

    -Priority email support

    -Quarterly Review & Reports include

    Schedule

  • Premium Balance

    For businesses that are behind or want full-service support.

    - Everything in Growth Balance

    - CPA/tax preparer coordination

    - Tailored financial reports and insights

    Schedule

  • Add On Services

    -Additional Accounts

    - Accounts Payable Management (Bill Pay)

    -Accounts Receivable Management (Invoicing)

    - Quarterly Review & Reports

    -One-Time Consultation

    Schedule