Questions, answered.
Check our FAQs for quick answers to frequently asked questions we receive. If you have other questions, write.
Price and contract
How much does it cost?
$100 a month, flat. It covers monthly bookkeeping, bank and credit card reconciliation, transaction categorization, a Profit & Loss Statement, a Balance Sheet, the monthly financial package and a professional review before completion.
Is there a contract?
No. There will be a monthly based relationship and you can make changes at any time.
What if I need more than the monthly books?
The $100 package covers most independent private service professionals. When you need more, we do that too — quoted separately, never bundled in. See services.
The work
What specific services are included?
Seven things, done every month, on time:
- Monthly bookkeeping
- Bank & credit card reconciliation
- Transaction categorization
- Profit & Loss Statement
- Balance Sheet
- Monthly financial package
- Professional review before completion
Anything beyond those seven is quoted separately, before any work starts. Never bundled into the $100.
Will you clean up my messy books?
Yes. We will also help you to clean your books, which is important to run the business smoothly, helps in good decision making and minimizes your tax liability. We will ensure that everything is up to standard, giving you the peace of mind to run your business.
How do your services help grow my business?
We don't just do basic bookkeeping. We provide professional services with free consultation and advice on the decisions that can help you grow your business.
Who checks the work before I see it?
Every month a bookkeeper reads the file before it goes out — checks the categories, questions anything that looks off, and closes the period. You get statements you can hand a CPA without apology.
Software and access
What bookkeeping software do you use?
Our bookkeepers are advanced certified in industry-leading software like QuickBooks and Xero. You will always maintain ownership and control of your books while we work inside them.
Are you remote bookkeepers?
Yes. We are US-based, remote bookkeepers using the latest technology and software, which ultimately saves your time and money.
How often will I communicate with my bookkeeper?
You can communicate as often as you like. You will have all the access to your records to review the performance anytime. We are always available to answer your questions and provide advice.
Taxes and 1099s
What is a 1099?
A 1099 is the U.S. tax form used to report income that isn't wages from a regular W-2 job. If you work freelance or on contract, that's the form your income arrives on — and clean monthly books are what make it straightforward to file.
You might receive a 1099 for freelance or contract work, bank interest, investment income, and certain other payments.
Will you also do my taxes?
Yes. Our own CPA prepares and signs your return from the books we already keep for you, so nothing has to be reconstructed in April. Tax work is quoted separately, before anything starts, and never bundled into the $100. See tax preparation.
Working with us
Do you have a team?
Yes. We have professional team members who will be assigned according to your different bookkeeping requirements.
Who is the service built for?
Estate managers, house managers, household managers, personal assistants, executive assistants, yacht captains, private chefs, property managers, private service consultants and independent contractors. You take care of your principal. We take care of your books.
How do I start?
Tell us what you do and where your accounts are. Your first monthly package lands at the end of the month. Get started →
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Mon–Fri, 9 AM–5 PM · (954) 335-0043 · info@probalanceadvisors.com