Business Details
Your Trusted Virtual Bookkeeping Partner
At Modern Balance, we specialize in transforming financial chaos into streamlined clarity for small business owners. With over a decade of experience in bookkeeping and financial organization, our team understands the unique challenges entrepreneurs face when managing their finances. Our expertise lies in providing customized virtual bookkeeping solutions that adapt to your business's specific needs, whether you're a solopreneur or an established company. We offer comprehensive services including full-service bookkeeping, historical financial cleanups, and QuickBooks setup and training. Our team's credentials include QuickBooks ProAdvisor certification, membership in the American Institute of Professional Bookkeepers, and extensive experience in financial systems optimization.We prioritize transparency in all our operations, ensuring clients maintain full control over their financial data through 24/7 digital access. Our commitment to excellence is demonstrated through our track record of helping businesses improve profitability while freeing owners to focus on their core competencies. We approach every client relationship with the understanding that trust is earned through consistent reliability and expertise, which is why we maintain rigorous attention to detail in every financial report we produce. Our services are designed to provide not just bookkeeping, but strategic financial partnership that supports long-term business growth.
Services
Full-Service Bookkeeping
Historical Financial Cleanup
QuickBooks Setup & Training
Custom Package Add-Ons
Budgeting Services
Cash Flow Analysis
Payroll Management
Highlights and features
- We offer 24/7 access to real-time financial data and reporting
- Our team includes certified QuickBooks ProAdvisors with industry-specific expertise
- We provide customized financial solutions tailored to your business needs
- Our proven system streamlines accounting processes while maintaining 100% accuracy
- We combine technical expertise with personalized support from experienced professionals
Associations and certifications
- QuickBooks ProAdvisor
- Digital Bookkeeper Association
- American Institute of Professional Bookkeepers
What people say
Fantastic
Invaluable
Highly recommend
Personal service
Attention to detail
Services
Full-Service Bookkeeping
Our full-service bookkeeping ensures accurate financial records with regular transaction categorization, bank reconciliation, and comprehensive reporting. We handle daily financial tracking while providing clear insights for business decisions. Clients receive monthly financial statements and year-end packages for tax preparation.
Historical Financial Cleanup
We specialize in organizing backlogged financial records, correcting errors, and implementing systems for ongoing accuracy. This service includes categorizing past transactions, reconciling accounts, and creating organized financial histories for businesses that have fallen behind.
QuickBooks Setup & Training
We configure customized QuickBooks systems tailored to business needs, including chart of accounts setup and workflow optimization. Our training ensures clients understand key features while our ongoing support maintains system effectiveness and proper usage.
Custom Package Add-Ons
We offer specialized add-ons like payroll processing, sales tax filing, budget creation, and cash flow analysis. These customizable services integrate with core bookkeeping to address specific business requirements while maintaining financial organization.
Financial Advisory Services
Our advisory services include budget development, financial forecasting, and strategic planning support. We help businesses understand their financial position and make data-driven decisions while maintaining accurate records for informed planning.
People
Shannon
Owner & Lead Bookkeeper
Shannon is a certified QuickBooks ProAdvisor with over a decade of experience in bookkeeping and financial organization. She specializes in transforming financial chaos into streamlined systems for small businesses while maintaining membership in professional bookkeeping associations.
Questions
What virtual bookkeeping services do you offer?
We provide full-service bookkeeping, historical financial cleanups, QuickBooks setup/training, and custom add-ons like payroll management and cash flow analysis.
How do I access my financial information?
Our clients have 24/7 access to their financial data through secure online portals with real-time updates and customizable reporting options.
What industries do you work with?
While we work with various industries, we have particular expertise in creative fields, entertainment, and service-based businesses.
How are your bookkeeping services priced?
We offer customized pricing based on your specific needs with transparent packages that scale as your business grows.
What accounting software do you use?
We specialize in QuickBooks Online but can work with various accounting platforms to implement the best solution for your business.
Can you help with existing financial messes?
Yes, we specialize in cleaning up disorganized financial records and creating systems to prevent future issues.
