Why should I use Keeping Your Balance instead of hiring my own in-house bookkeeper?

There are many costs involved with hiring, training, and retaining a permanent in-house staff person. You must consider the overall cost of employing a bookkeeper, including overhead costs, vacation time, insurance, equipment, training, and the risk of supervising a function you are not an expert in. Bookkeeping is our only business and our staff are supervised by our managers. We assign duties to the staff best skilled to accomplish each task. We have developed systems and procedures that work which we customize and document for each client. Our team approach of training multiple staff on each client will make you less vulnerable to turnover than with an in-house bookkeeper.

Do you have references we can speak to before moving forward?

Absolutely! Our clients love us and have offered on several occasions to rave about us to other potential clients. Just ask for the type of client you wish to speak to and we will find the right ones to connect you with.

What type of clients do you work with?

Our ideal clients are those that see the value in outsourcing their accounting functions. We provide more than just simple transaction processing; we partner with our clients to make them look good.

We are a small business. Will outsourcing work for us?

Technology has evolved so much over the years and Keeping Your Balance uses it to make outsourcing a reality for small businesses. We add value by adding the professional aspect of an accounting department available to our clients without the cost of an in-house team. Keeping Your Balance are members of The Sleeter Group, a national organization of bookkeeping consultants, which keeps our finger on the pulse on what's new and exciting.

Who will be my contact at Keeping Your Balance?

Keeping Your Balance will assign you an account manager as well as a bookkeeper so you have a main as well as a backup point of contact. We want to ensure that you have timely responses to emails and requests so we make sure each client has at least 2 internal points of contact.

What about communication, will my vendors/clients know you are separate from my company?

Keeping Your Balance tries to keep it as transparent as possible. We can have dedicated email addresses, fax numbers and even phone numbers; we work hard to give the feel of an in-house accounting department.

Do you come onsite?

Keeping Your Balance offers offsite, outsourced solutions and do not work onsite at our clients offices. We are happy to accommodate special requests from time to time to attend a board meeting or satisfy other one-off needs but we do not come on a regular basis.

Will my business data remain confidential?

Data protection is the most important aspect of our business. We have implemented very high levels of security to protect the confidentiality of your data. All financial documents are stored on our secure server and we keep very little paper in our office (we love shredding!). At Keeping Your Balance we take great care not to email attachments containing confidential information and strongly encourage our clients not to do so as well. We provide the necessary tools to interact with our office in a secure environment. Our clients can rest assured that their sensitive financial information is kept under lock and key and completely confidential.

Won't I lose control of my books if they are done by an outside service?

If your books aren't being done accurately, you are not in control of them. With Keeping Your Balance you can feel comfortable because we can work with you to put controls in place to reduce your stress.

What kind of software do you use?

QuickBooks, the industry-leading desktop software by Intuit, and Xero, a web based solution.

We already have QuickBooks installed on our server, can you work directly on our server using a remote connection?

No, Keeping Your Balance requires direct access to your QuickBooks file, therefore we need to host it on our server or implement an online SaaS solution. We do offer 24 hour access to your QuickBooks file through our server so you always have access wherever you have an internet connection.

Paperless? Isn't accounting all paper? How will I get my bills/receipts to your office?

A: Easy! There are actually several options.

1. Scanning! This is our most popular option. Scanners have come a long way and can scan 20-30 pages per minute, then everything can be uploaded to our secure server and you can archive or shred your originals.
2. Courier - we will set you up with a courier system to send the originals (or copies) to us, we will scan, store on our secure server and shred.
3. Mail - you will mail us originals (or copies) to us, we will scan, store on our secure server and shred.
4. Direct - have everything accounting-related sent to our office directly (by using our Market Street address as your billing address), we will work directly with your vendors to arrange online delivery of as much as possible.

If we hire Keeping Your Balance, do we still need a CPA?

Some of our clients are able to use our services exclusively and for others we recommend they have an outside CPA. If you need one, we can connect you to a few that we love to work with. If you already have a CPA, we are happy to work with them and they will be grateful for accurate data that they can really use to make tax planning and preparation run more smoothly

Do household employees need to be paid through payroll?

Yes, you should be paying your household employees through payroll and the Keeping Your Balance payroll team can set it up properly for you

Can we track vacation, sick and or PTO through your system?

Yes, our payroll system can track it all and clearly detail on each employees paystubs

Your payroll system is paperless, so how do my employees get their paystubs?

Each employee will have a unique login to a secure website where they can access their paystubs directly and securely