You might see outsourced accounting referred to interchangeably as Client Accounting Services (CAS). According to a definition from Accounting Today, CAS simply means that a client outsources most, if not all of their accounting work to an external accounting firm. CAS are typically stratified into three key tiers:

• Bookkeeping services
• Controller services
• CFO services

Outsourced accounting is quite similar to CAS. At Account Balanced LLC, we provide outsourced bookkeeping and accounting services specifically for small businesses and e-commerce companies. Our team manages the accounting needs of hundreds of small businesses through our comprehensive bookkeeping and accounting services.

When you work with an outsourced accounting firm, you typically hand over some (or all) of the daily running of your accounting function to an accounting firm. Your new partner will set up a digital-first accounting infrastructure that’s well-equipped to track the performance of your business. On an ongoing basis, your outsourced accountant will manage this system.

Depending on the level of service you opt for, you can expect outsourced accounting services to provide monthly financial reports and bank reconciliations. We also offer as-needed advisory services that help you to make the best financial decisions to optimize your returns.

Offloading your accounting needs to an experienced professional offers several advantages, including:

• Saves time and money
• No need to hire an internal team
• Get access to the industry’s best practices

Receive sound financial advice from trusted professionals

For our monthly bookkeeping package, your financials will be ready by the 15th of the following month we are reconciling. This means that if we are reconciling your accounts for January, your financials will be ready by February 15th.

It's important to note that the timely delivery of your financials depends on various factors, including the receipt of your bank statements and other third parties. We rely on receiving the necessary information from these sources by the 5th of each month to ensure we can process and prepare your financials on time. If there are delays in receiving the required documents, it may result in a delay in the delivery of your financial statements.

We provide more than just traditional bookkeeping services; our team of experts delivers structure and insights to your business. When you work with us, you’re not merely getting bookkeeping services but a comprehensive financial solution designed to meet your specific needs. Plus, it will save you both time and money.

By selecting a premium firm like ours, you benefit from the industry's top talent, a dedicated team of professionals, and the confidence that your financial affairs are managed with the highest level of professionalism and meticulous attention to detail.

It's never too early to consider outsourcing this function of your business. We’ve found that small business owners often benefit from outsourcing once they begin to grow and handling finances on a spreadsheet becomes too tedious and inefficient.

For various businesses, the timing will differ, but if you're planning to expand quickly, it's generally wise to get this aspect managed sooner rather than later. By doing so, you can get a solid grasp on the financial side of your business from the very beginning, allowing you to focus on more critical tasks that will drive your business growth.

While this may seem self-serving, hiring bookkeepers and assistants are often the first steps successful entrepreneurs take to streamline their operations.

If you engage us for monthly Full-Cycle services, generally yes, we will replace your current bookkeeper or accountant.

However, if you prefer to have an in-house bookkeeper or accountant, we can work with you on Accounting System Implementation and Advisory services.

At Account Balanced LLC, we cater exclusively to small business owners and e-commerce companies. We pride ourselves on our specialized expertise, which enables us to offer personalized solutions that many other providers simply can't match. We firmly believe that small business owners deserve to have their voices heard and their challenges acknowledged, which is why we're dedicated to supporting them on their journeys

Our focus on small businesses e-commerce companies allows us to deliver not only top-notch bookkeeping and accounting services but also unique financial and operational insights tailored to their specific needs.

In most cases, yes.

Generally, yes.

Some of our clients simply want us to do the system implementation then take over the monthly accounting function so they can focus on growing their business and not worry about handling the monthly accounting themselves or managing an in-house bookkeeper or accountant.

And others have the system and the in-house staff already, but just need accounting support from bookkeeping and accounting experts. 

Whatever you're needs are, we have you covered.

The goal of our monthly bookkeeping services is to make bookkeeping as hands-off as possible for you. 

We will generally communicate with you once per month to obtain context on certain transactions that can't otherwise be categorized without your input. We strive to learn from these interactions in order to reduce the time you need to spend on this step as low as possible. 

In many cases, we've had clients delegate this responsibility to an assistant, office manager, or another staff member, further reducing the amount of time our clients need to spend on this process.

All that said, our Accounting Advisors are available for you via email support, and by phone/Zoom upon request.

We offer a satisfaction guarantee for our services. If you are not satisfied, please contact us within 30 days for a resolution or refund. Refunds are processed within 5-7 business days of approval.

• Setup: The goal of an accounting setup engagement is to deploy a fully functional accounting system based on your business.
• Monthly Bookkeeping: We’ll make sure you have high-quality financial information so you can grow your business and make good financial decisions.
• Financial Consulting & Advisory: We’re here to make interpreting the financials easy. We make sense of the numbers so you can easily make important decisions to hit your big goals.
• A/P and A/R: Don’t spend precious time making payments and sending invoices. Let us take that off your plate.
• Catch Up & Clean Up: Our team of experts will jump in and get your financials caught up and cleaned up for you.

We take a customized approach to providing a fixed fee for each client. We utilize a pricing framework that incorporates transaction volume, complexity, reporting requirements, internal support, and specific client requests.

However, costs are generally as follows:

Accounting System Implementation starts at $175 for new business owners who are just starting out. To as much as $1,500 or more for businesses that need a lot of clean-up to be brought up-to-date.

Monthly Full Cycle services start at $175/month and will vary based on the size of your business.

At Account Balanced LLC, we aim to streamline the bookkeeping and accounting processes for small businesses and e-commerce companies. Our mission is to offer affordable bookkeeping and accounting services without compromising on quality.

As a 100% virtual firm with team members based globally in regions with lower living costs compared to the USA, we transfer those savings to our clients, leading to more competitive pricing.

At this point in time, we primarily use QuickBooks Online (QBO) and Odoo Accounting as part of the accounting systems we implement and/or manage for our clients.

QuickBooks Online (QBO) offers a comprehensive suite of features for bookkeeping and financial management, making it a reliable choice for many small businesses.

Odoo Accounting is a powerful, customizable option that integrates seamlessly with other business operations, ideal for clients seeking a more modular ERP-style solution.

Together, these tools allow us to tailor accounting systems that best suit each client’s unique needs.

Yes, we work with both QuickBooks Online (QBO) and Odoo Accounting.

These platforms allow us to tailor bookkeeping and financial management systems based on each client’s specific needs, whether it's the user-friendly interface of QBO or the powerful, integrated features of Odoo.

At this point in time, we do not work with Xero.

We specialize in QuickBooks Online (QBO) and Odoo Accounting, both of which provide all the essential features needed for efficient bookkeeping and financial management. These platforms are the core of our current accounting services.

While we remain open to adapting as client needs evolve, we currently have no plans to incorporate Xero into our service offerings.

Yes, we can help you interpret your financials in order to better understand the financial performance of your business and make better decisions.

Ask us about financial dashboards.

Yes, we can help you interpret your financials in order to better understand the financial performance of your business and make better decisions.

Ask us about financial dashboards.

No, We do not provide Payroll Services at the moment.

No, we don’t prepare and file my taxes currently.

No, we don’t provide tax planning and tax advisory services currently.

We are a 100% virtual organization with members across the Globe.

We are always taking on new clients. Our recruiting efforts allow us to grow our team of bookkeepers and accountants to support our clients with unparalleled accounting services.

If you've never received quality financial planning or advice, it can make sense regardless of where you are in your business journey.

We've helped a range of businesses from those just launching to those experiencing growth and even well-established enterprises.

Recognizing this is a major pain point for our clients, we generally respond to emails within 16 hours.

We've found that this policy has led to a better overall experience for our clients.

To get started please visit our Reach Out webpage. If you fit the description of clients we work with, please fill out a webform and provide as many details about your business as possible.  

Generally, we meet with potential clients for an initial consultation to learn more about their situation, if we can help, and if both parties believe it makes sense to work together.

Whereas the Kick-Off Call is where we meet with clients discuss expectations, collect additional information or documents required to kick-off the engagement after we've decided it makes sense to work together and have a signed engagement agreement in place.