Our Services
While we offer plan options to choose from, we understand that all businesses and industries vary in financial needs. We are happy to discuss alterations to service offerings to align with your company's unique needs. Fill out the form in the Inquiry tab to contact our team with any questions.
1
Basic
This plan ensures companies are in compliance for taxes and allows the relief of daily bookkeeping tasks. Clients are responsible for paying bills and customer invoices, but we will take care of other basic transactions in and out of accounts. This plan is best for businesses that need minimal support, but want professional oversight of their financial management.
2
Plus
This plan is best for companies that have vendor or customer transactions. We can invoice customers or pay bills, depending on the needs of the company. We can also help customize reports, and vary our services depending on the industry and needs of the client. This plan is best for companies that have unique business models or deal with financial nuances in their industry.
3
Premium
This plan is perfect for growing businesses and busy business owners. Our team can cover invoicing and bill pay with a profile dedicated to each client. We can track projects and jobs, help with budgeting, prepare forecasting plans to maximize profits, and manage cash flow. This plan fosters the closest connections and the most detailed customization for the client.
Service Sample Quote
Below is a sample of a quote we could provide to your company. While pricing and services depend on your specific company structure and industry needs, we want to ensure as much transparency and authenticity as possible when discussing options with new clients. For any questions about our service offerings, contact us via the Inquiries page to talk to a skilled member of our team.
Note: This is a sample quote we could give to a client after an initial discussion. To get an accurate quote based on your company needs, contact us in the Inquiries tab or at info@balanceohio.com
