Bookkeeping & Recordkeeping System Setup
$250–$600 (depending on complexity)
Designed for small business owners who need clarity and organization, this service sets up your entire financial system from scratch. We’ll create a customized, easy-to-use system that tracks income, expenses, and cash flow, so you can see your financial picture at a glance and make informed business decisions. Perfect for businesses without existing systems or messy spreadsheets. Includes: • Custom Excel or Google Sheets dashboards with tables and charts • Categorized income and expense tracking • Bank account and profit/tax allocation setup • Month-end process instructions • Guidance on maintaining your system Duration / Service Details: • 60–120 minutes live session + setup work • Delivered virtually via Zoom • Payment required before setup begins • You manage your system going forward; optional follow-ups available
At Balanced & Black, we are committed to providing personalized, high-value financial services. Due to the customized nature of our sessions and work, all services are non-refundable. If you have any questions or concerns about your session, please contact us, and we will work with you to address your needs and ensure you get the support you booked.