Our Services
You may only need some or all of these services. At The Balanced Trellis, we provide bookkeeping services for small businesses and solopreneurs, tailored reporting, and strategic financial guidance — all designed to give you clarity, confidence, and control over your finances.
Performance Insight & Reporting
Understanding the health of your business is key to making profitable decisions. We provide clear, timely financial reports, including balance sheets and profit & loss statements, so you always know where you stand. We deliver thoughtful analysis around cash flow, margins, and overall performance. With meaningful insight into how your business is operating, you can confidently evaluate new opportunities, manage expenses, improve profitability, and plan for sustainable growth.
Strategic Support & Compliance
Financial Clarity & Bookkeeping
Building clear, organized finances can pave the way for your business plans. We manage all your day-to-day transactions, from income and expenses to vendor payments and equity management. We efficiently reconcile your accounts, ensuring every detail is accounted for so you can have complete peace of mind.
Specialized Service & Advisory
As your business grows, your financial needs evolve. What worked in the early stages often requires more structure, oversight, and refinement. We offer specialized support such as payroll coordination, contractor management, cash flow planning, lender and third-party reporting, and audit preparation — ensuring your financial operations remain aligned with your next level of growth. Our commitment is to offer the solutions you need to scale your business and your life outside of it.
Organize Financial Records
Record Monthly Transactions
Accounts Payable and Receivable
Expense Tracking
Bank Reconciliation
Monthly Financial Statements
Tailored Reports for Your Industry
Key Performance Indicators
Cash Flow Management
Regular Performance Reviews
Navigating the financial and tax responsibilities of running a business shouldn’t feel like a guessing game. We work closely with your CPA and other advisors to ensure a seamless, coordinated approach — helping you remain compliant, prepared, and positioned for smart tax planning. From maintaining clean, audit-ready books to supporting lender or reporting requirements, we ensure the financial side of your business is handled with precision. Our goal is to proactively manage your finances to help you stay ahead of the curve and focus on your long-term strategy.
Assist with Tax Return Preparation
Depreciation Tracking
Tax Savings Strategies
Lender Annual Reporting Requirements
Payroll Services
1099 Management
Quickbooks setup and training
Audit Preparation
Frequently Asked Questions
What services do you offer?
We offer a host of services depending on the size and needs of your business. We provide robust bookkeeping and tailored reporting on a schedule that is relevant to you-monthly, quarterly, annually. We offer additional strategic support and specialized advisory services that may arise on an as-needed basis and we are always available and willing to discuss any additional services that are needed as you grow.
What programs and tools do you use?
We use a host of tools to help with the sharing of information that is needed to complete effective accounting tasks. They are easy to use and we always make sure you are comfortable with how the information is being shared, considering efficiency, effectiveness and security. Some of the programs we use are Quickbooks, Gusto, Hubdoc, Melio, and TaxDome. Again, once we discuss the scope of the services you need, we will decide which are the most appropriate. Not all businesses need all of these programs.
Who is your target audience?
Many of our clients are growth-minded entrepreneurs — whether newly self-employed, scaling past the first six figures, building a small team, or managing an established business with increasing complexity. We help consultants, real estate investors, coaches, freelancers, independent legal and medical practices, and all service-based businesses in between. They have strong expertise in their field but feel less confident when it comes to bookkeeping, financial reporting, or understanding what the numbers are really saying. If you’re unsure whether your books are structured correctly, wondering how profitable you truly are, or simply tired of managing the financial side on your own, you’re exactly who we’re here to support!
The consultation is just a chance to have a conversation about your business and your pain points. Once we learn about how you are operating and what you need, we can provide a detailed proposal of solutions allowing us to partner with you in reaching your goals. We are not high pressure at all and want to find business owners seeking long-term, trusted relationships.
What is included in the free, no obligation consultation?
Meagan made my record keeping stress-free and approachable. Highly recommend her services!
Kate A.
★★★★★
