Clean Books. No Noise.
Monthly bookkeeping for small businesses that are ready to hand off their books and let the process run — plus QuickBooks workshops for owners who'd rather learn it themselves.
The origami swan is our visual signature. It starts with something most business owners dread — a pile of receipts and financial paperwork — and folds it into something precise and useful.
That's what good bookkeeping does. It takes the financial noise of running a business and turns it into something you can actually read, understand, and use to make decisions. Clean books aren't just accurate. They're clarifying.
The same four steps, every month. You know what to send, when to send it, and when to expect your financials back. No check-ins needed in between.
Receipts and source documents go into your dedicated Dropbox folder. We'll let you know exactly what's needed.
Reconciliation and review happen on our end, with full attention on accuracy. This is where the work gets done.
Your completed P&L, Balance Sheet, and any notes land in your Dropbox folder right on schedule.
Same structure, next month. Clean books on a schedule you can count on, without having to think about it.
Monthly bookkeeping for businesses that are ready for a real process. No long-term contracts, no surprises.
Questions are welcome by email anytime — you'll hear back within two business days.
Annual filing per contractor
Annual audit support
Monthly or quarterly
Quoted per project
Third-party sync & mapping
One-on-one sessions
This service is designed around a specific kind of client — and it works really well for them. If you're not sure, just reach out and we'll tell you honestly.
Available in-person at Venue Skateboards in Carytown, Richmond — or live via Zoom from anywhere. Built around Craig's Landscaping demo, no laptops needed, just a focused 90 minutes.
Dashboard, chart of accounts, customers & vendors, entering a transaction, and reading your first financial report — all in 90 minutes.
Connect your bank, review imported transactions, match records, and complete a full reconciliation in QBO.
The full invoicing workflow, recording payments, bills vs expenses, and accounts payable basics.
P&L deep dive, Balance Sheet walkthrough, and what the numbers actually mean for your business.
I've owned businesses for 30 years. I know what it's like to be the one trying to figure out where the money went at 11pm on a Tuesday — and I know what it feels like when you finally have books you can actually trust.
Balanced & Done exists because most small business owners don't need a full-time bookkeeper or a firm with overhead to match. They need someone who shows up every month, does the work correctly, and stays out of the way. That's the service I built.
The workshops came from the same place. QuickBooks isn't complicated — but most people who teach it have never actually run a business. I have, which changes how I explain it.
Honest answers about how this works and what to expect. Still have something we didn't cover? Just ask.
Fill this out and you'll hear back within two business days. No pressure, no sales call — just a quick check to make sure we're a good fit for each other.
Sessions available in-person in Carytown or live via Zoom. Let us know what you're looking for and we'll be in touch when dates are confirmed.