Either You Select An Accounting System For Your Business…

Or The IRS Does

You need to have the right accounting system in place for your business so you can accurately assess your financial condition and make the best decisions for your business today, tomorrow, next quarter, or next year.

A female character picking a bookkeeping software holding a laptop and clicking a floating interface

North Bay’s Best Bookkeeping Firm

Contact us for a FREE one-hour consultation where you can share your questions about your individual or business financial and tax needs in utmost confidence.

A character carrying a large calculator and inputting numbers for bookkeeping

Have An Accounting System?

If you have an accounting system and want to come over to QuickBooks, we are data conversion pros. We can safely migrate your data over without the headaches you might encounter doing it alone. And because we always assess every client’s specific needs, we will make sure your new accounting system is perfect for you and streamlined to ensure accuracy and ease of use moving forward.

QuickBooks for Businesses

Whether you’re a freelancer, a solopreneur, or running a successful company with multiple employees and income streams, we have a customized QuickBooks setup protocol that will meet you where you are now and give you the tools to grow your business with complete confidence - in real time.

We know you can get QuickBooks training from online webinars. You can sit in front of a computer for hours trying to figure out how Sample Company relates to your company.

Or you can get up to speed with your own personal QuickBooks ProAdvisor, Kai Bates, in a 1:1 setting using your own business as a model.

Because isn’t that the business that matters most? We think so.

Quickbooks training with Kai Bates with a client whom both are sitting on chairs with a laptop and papers
A bookkeeping ninja at his desk filling out paperwork next to his laptop

Your Own QuickBooks ProAdvisor

Kai breaks down the complexities of QuickBooks into bite sized lessons that meet you where you are.

New to QuickBooks? Perfect.

Ready to become a QuickBooks ninja? We like your style.

Don’t even have an accounting system yet? We’ve got you.

Or you have an accounting system but need to change? We’re data migration pros.

If you’re trying to decide between QuickBooks and another cloud-based accounting software?

Let us tell you what QuickBooks can do and why we recommend it for many of our clients.

FAQs About QuickBooks For Small Businesses

Lots of people go into business to get away from rules and restrictions - only to discover there are still a lot of rules and restrictions.

One rule-setting entity you don’t want to ignore is the IRS. The IRS requires a business to maintain a “common sense” accounting system designed so you can calculate income as well as the taxable income related to it.

Taxing authorities notwithstanding, at the end of the day, you can’t run a business if you have no idea how much money you have coming in, going out, or what’s up with the inventory.

QuickBooks makes your success easy to monitor by giving you an accurate overview of your company’s true financial condition.

In a single phrase, ease of use. The interface is designed to make sense to business owners meaning it’s easy to recognize what input goes where.

QuickBooks also grows with your business meaning that if you start out on the right system, it will serve you well for years and years - maybe even the entire lifespan of
your business. And because QuickBooks has been around for so long, you can assume it will still be around long after the new startups have vanished.

It’s also easy to find bookkeepers and accountants who are familiar with QuickBooks, like the team here at Books In Balance.

Even if you use software like QuickBooks, a professional bookkeeper makes sure that account information is flowing correctly between your bank and other financial sources and that every single transaction is being recorded accurately.

When your bookkeeper spots something that’s ended up in the wrong place, they’ll help you fix it so your financial records are always correct and compliant.

Need a report generated and not quite sure what it is trying to tell you?

A good bookkeeper can translate and help you make sense of your financial reports so you can confidently make critical business decisions based on the best information available.

We hear you. Because QuickBooks is the granddaddy of business accounting software it can do a lot of things. Probably a lot of things your particular business doesn’t need to do today.

Our trainings are designed to make recording your most critical transactions effortless.

You work 1:1 with your personal QuickBooks ProAdvisor, Kai, who has designed a custom strategy just for you and one that’s designed specifically to have you working inside the software with complete confidence.

You handle your tasks at your own pace and you’ve always got a lifeline call if you get stuck.

We sure can. We’ll make sure that all your records are cleaned up and then we’ll reverse engineer to figure out where things might have gotten out of order.

Our best trick for a successful QuickBooks setup is to help you identify the key transactions you need to master to keep your records accurate and to make the generation of key financial reports easy.

With our personalized training, every minute you spend recording transactions in QuickBooks is productive. No wasted time. We know you’ve got better things to do.

While QuickBooks is easy to use, that’s still no reason to go it alone figuring out how your specific business activities transform into proper, standardized QuickBooks entries.

We look at your business and we figure out the key transactions you need to generate right away inside your accounting system…and then we teach you how to do them.

We also provide ongoing support to make sure you’re always 100% confident using the software. As your needs change, we train you up and take you next level.

We believe that when your books are in balance, you can make the best decisions for your company, your employees, and yourself.

With real-time financial data at your fingertips, you can see patterns emerging.

Have a leaky section or department where overhead is gobbling up profits?

Have an accounts receivable department that isn’t receiving?

Spot these issues before they become big problems. With clean financial reports produced at the right cadence for your business, you have the information you need to make the right call.

Beyond QuickBooks, we can help you with business consulting services when you need them or with operational assistance.

Our goal is to make your move to QuickBooks simple - regardless of your current situation. But there are a couple of things that, if you can track them down, will make getting your company set up in QuickBooks easier.

It helps to have:

  • a copy of your most recent tax return
  • your taxpayer identification number (or social)
  • your banking information
  • a few unpaid invoices and bills to use as training entries
  • inventory items if you sell physical products
  • payroll documents if you’ll be using QuickBooks to manage payroll

If you can’t put your hands on these items - or they aren’t relative to your situation?

Don’t panic. Our comprehensive assessment of your business means you’ll know exactly what you need and what to do next.

Every service we offer at Books In Balance is designed to deliver balance to your books and to your life.

We go beyond Wealth Management & accounting

We proudly provide all the in-person and virtual services you need to take your business and your life to the next level without stress, overwhelm, or outlandish fees.

Woman 2

"Since I have started my business, Brandon and all staff of Book in Balance helped me a lot from setting an account in QuickBooks, teaching me how to use it, answering so many business beginner's questions, and of course, filing taxes. They are very professional, helpful, and friendly. Even English is my second language, they always try to understand me."

Kaori S.

Man 6

"Brandon and team did a great job for us. Cleaned up our books and set in place a solid AP and AR process we could do ourselves. Reports are running clean and it didn't cost us an arm and leg to get our QuickBooks accounting practices dialed in."

David W.