Bookkeeping Services

Keeping Your Balance offers personalized and full-service accounting – our team of specialists are available 40 hours a week to meet all your financial needs. Conveniently located in downtown San Francisco and the South Bay – Keeping Your Balance is perfect for small to medium size businesses looking to outsource their financial needs.

Keeping Your Balance works closely with each client to custom tailor the services provided, meeting the needs of each client on an individual basis.

• Manage all day to day accounting needs:
  • Accounts Receivable and Collections
  • Accounts Payable
  • Cash Flow Management
  • Monthly Account Reconciliation
  • Customized Chart of Accounts
  • General Ledger Management
  • Monthly Reporting and Financial Statement Review
  • Clean up of financial files
  • Set up and streamlining of systems
  • Facilitate communications with service providers (CPAs, payroll services, insurance brokers and other vendors)
• QuickBooks setup, training and support
• Training tailored to individual clients needs including Best Practice Solutions

If you would like to learn more about our services, please click here to send us an email, and an account manager will be happy to speak with you!