Best Balance Bookkeeping is a fully remote bookkeeping service founded by Cody Harris. They help small business owners save time and money by outsourcing their bookkeeping tasks, including monthly financial reports, books cleanup, year-end close, accounts payable, and DIY bookkeeping support.
Operating on a monthly or one-time fee basis, they eliminate the need for in-house office space and provide seamless remote communication. They are not licensed to prepare or file taxes but prepare documentation for CPAs.
Fully remote service saving time, money, and space
Monthly or one-time fee options
No need for in-office space or equipment
Seamless remote communication via email, phone, or video chat
Specialized in books cleanup and year-end close
Services
Monthly Bookkeeping and Reports
Ongoing bookkeeping management with standard monthly financial reports including income statement, balance sheet, and statement of cash flows.
Up to 50 transactions per monthUp to 3 accounts and/or credit cards1 point of contactUp to 60 minutes of phone or video callsAnnual reports for tax prep
Books Cleanup
Full-year catch-up bookkeeping cleanup for companies who have fallen behind or have incomplete/incorrect data in their accounting software.
Up to 50 transactions per monthUp to 3 accounts and/or credit cards1 point of contactAnnual Reports for Tax Prep
Year-End Close
Year-end financial close and annual report preparation for tax prep purposes.
Annual reports for tax prepFinancial statement preparation
Accounts Payable
Management of accounts payable processes to keep vendor payments organized and on track.
DIY Bookkeeping & Spreadsheets
Support for companies working primarily with spreadsheets, including setup and consulting/training on accounting software.
Subscription to QuickBooks OnlineAccounting software set upUp to 60 minutes accounting software consulting or training
Credentials & Certifications
QuickBooks ProAdvisor
Bookkeepers.com Directory
Frequently Asked Questions
Do you prepare and file taxes? +
No, Best Balance Bookkeeping is not licensed to prepare or file taxes. Instead, we prepare the documentation needed by a CPA or other tax professional in order to do your taxes. If you would like recommendations for a good CPA to work with, please reach out!
Do you work with international clients? +
No, we work with US based clients only.
What services do you offer? +
Monthly bookkeeping and reports, books cleanup, year-end close, accounts payable, and DIY bookkeeping & spreadsheets support.
How does pricing work? +
Pricing is dependent on your specific situation. They offer monthly packages starting at $322/month and one-time packages starting at $245 for setup, with custom quotes available.
Are you a remote service? +
Yes, Best Balance Bookkeeping is a fully remote bookkeeping service. Communication is via email, phone, or video chat at a time that works for you.
What accounting software do you use? +
They support QuickBooks Online and Wave Accounting, and can help with software setup and subscription.
