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Our Services

Consultation

Complimentary discovery session.

FREE

Every engagement begins with a structured review of your current financial setup, transaction activity, and operational needs. This process allows us to outline a clear service plan and ensure we are the right fit to support your growth. 


Onboarding

Put your plan in action!

$250-One time

  • Engagement letter
  • Review of business compliance
  • Client portal setup
  • Bank feeds connected
  • Recurring invoice built
  • Chart tweaks 

This charge will be included with your first months invoice. 


Tier 1: Foundation

At the foot of every stable business.

Includes:

$250/Monthly*

  • Yearly performance review meeting (aprox. 1.5 hours)
  • Monthly bank & credit card reconciliations
  • Transaction categorization
  • Chart of accounts maintenance
  • Profit & Loss (Income Statement)
  • Balance Sheet
  • Cash Flow Statement

Up to two accounts and 100 total monthly transactions qualifies.


Teir 2: Growth

Expanded overview for businesses gaining momentum.

Includes everything in Foundation, PLUS:

$550/Monthly*

  • Quarterly performance review meeting (aprox. 1.5 hours)
  • Cash flow monitoring tools
  • Receivables & Payables recommendations
  • Reporting trend analysis

Up to three accounts and 150 total monthly transactions qualifies.


Tier 3: Strategy

Let's peer into our crystal ball!

Includes everything in Growth, PLUS:

$1050/Monthly*

  • Monthly performance review meeting (aprox. 1.5 hours)
  • Cash flow projections
  • Budget development
  • Revenue forecasting
  • Quarterly strategic planning session

Up to four accounts and 300 total monthly transactions qualifies.


Add-on-Services

Need a little more? We've got it.

Payroll Processing

$50/hour

  • Payroll platform setup & maintenance
  • Employee record management
  • Reporting support
  • Quarterly Reports
  • W2 Filing

Software subscriptions and payroll platform fees are billed separately.

One-Time Book Review

$75/hour

Anyone can request a one time review of their books. We can just double check for you that it is structured the way you intended. 

Catch-Up / Clean Up

$75/hour

Life happens. Let's reset! Whether you're starting up or growing, sometimes financial organization is disrupted. We help restore structure without judgment — just clear, methodical resolution. 

One-Time Financial Reports & Analysis

$250 minimum

Businesses within Foundation or Growth tiers may request one-time forecasting reports or financial analysis as needed. These services are offered on a project basis and priced according to scope and complexity. 

*Pricing is subject to your monthly needs. - It could be LESS!

Copyright © 2026 Balanced AF Books | Based in Arizona - All Rights Reserved.

We are not a Certified Public Accounting firm and do not provide audit, attestation, or legal services. Payroll tax filings are processed through designated payroll service providers. 

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