Built for private service professionals.
Simple, professional monthly bookkeeping designed specifically for professionals working in the Private Service Industry.
What you should know about us
Founded in Aventura, Florida in 2023. Remote, US-based bookkeepers working inside your own QuickBooks Online or Xero file.
No complicated packages. No unnecessary services. No surprise monthly fees.
Most bookkeeping firms sell packages — tiers, add-ons, a price that changes once they see your books. We didn't think that made sense for how private service professionals actually work. Your income moves: a busy month, a quiet one, a new client, a changing schedule. What you don't need on top of that is a bill that moves too. So we built one price instead — $100 a month, flat, covering your monthly bookkeeping, bank and credit card reconciliation, transaction categorization, a Profit & Loss statement, a balance sheet, your full monthly financial package, and a professional review before anything is called done. You take care of your principal. We take care of your books.
Built for estate managers, house managers, personal and executive assistants, yacht captains, private chefs, property managers, private service consultants, and independent 1099 contractors — people with real income and no in-house finance department. If you're running a multi-entity company with a dedicated accounting team, we're probably not the right fit.
- Monthly bookkeeping
- Bank & credit card reconciliation
- Transaction categorization
- Profit & Loss Statement
- Balance Sheet
- Monthly financial package
- Professional review before completion
What happens every month
Transactions sort themselves
Your bank and card activity pulls in, gets matched against the prior month, and lands in the right category. No receipt envelopes, no spreadsheet, no year-end scramble.
A person signs off on 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.
Your package lands at month end
Profit & Loss Statement, Balance Sheet and the reconciliation, in one monthly financial package. Your first one lands at the end of the month.
The people on your file
A small team, assigned to you by what your books need. You can reach them as often as you like.
Being self-employed, I needed someone who could help me stay organized and make sure I was handling the financial side of my business properly. ProBalance Advisors has been easy to work with, responsive, and straightforward. They help me stay on top of my bookkeeping and give me peace of mind knowing everything is being handled the right way.
- Estate Managers
- House Managers
- Household Managers
- Personal Assistants
- Executive Assistants
- Yacht Captains
- Private Chefs
- Property Managers
- Private Service Consultants
- Independent Contractors
You take care of your principal.
We take care of your books.
month
Get started today
Tell us what you do and where your accounts are. Your first monthly package lands at the end of the month.