Business Details
Trusted Virtual Bookkeeping Services for Small Businesses
Balanced to a T is a virtual bookkeeping firm dedicated to empowering small business owners through precise financial management. Founded by Tanya Peterson, a certified QuickBooks ProAdvisor with expertise in Gusto Payroll and Avalara Sales Tax software, we specialize in delivering tailored bookkeeping, payroll services, and strategic financial planning. Our mission is to provide clients with the clarity and confidence needed to make informed business decisions while ensuring compliance with federal and state regulations. With a focus on reducing operational stress, we offer scalable solutions for businesses of all sizes, from micro-businesses to large enterprises.Our team includes CPAs and certified professionals who prioritize confidentiality, tax preparedness, and cost-effective outsourced financial management. By leveraging technology and industry-leading tools, we help clients maintain organized financial records, streamline tax planning, and achieve long-term growth. Our commitment to responsiveness ensures clients receive timely support, with a goal to address inquiries within 24 hours. Whether you need full-service bookkeeping or specialized training, we tailor our services to align with your business's unique needs and objectives.
Services
Virtual Bookkeeping
Tax Planning
Payroll Services
Financial Reporting
Accrual Accounting
Job Costing
Invoice Management
Bill Payment
Sales Tax Filing
DIY Bookkeeping Training
Highlights and features
- Certified QuickBooks ProAdvisors with Gusto and Avalara expertise
- Cost-effective outsourced bookkeeping solutions for all business sizes
- Secure handling of sensitive financial information
- Personalized tax planning and compliance support
- Flexible service packages with no long-term contracts
Associations and certifications
- QuickBooks ProAdvisor
- Gusto Payroll Certified
- Avalara Sales Tax Certified
- CPA (Certified Public Accountant)
What people say
Accurate bookkeeping
Responsive support
Tax planning expertise
Cost-effective solutions
Personalized service
Services
Virtual Bookkeeping
We handle all aspects of bookkeeping remotely, including transaction categorization, financial reporting, and compliance. Our services ensure accurate records for tax planning and business decisions. Clients receive monthly balance sheets and profit/loss statements to track financial health.
Tax Planning
Our team provides strategic tax planning and preparation for businesses and individuals. We ensure compliance with federal and state regulations while identifying opportunities to minimize liabilities. Services include quarterly tax filings and year-end reporting.
Payroll Services
We manage payroll processing, including wage calculations, tax withholdings, and direct deposits. Our services ensure timely payments and compliance with labor laws. Clients benefit from reduced administrative burdens and error-free payroll cycles.
Financial Reporting
Monthly financial reports, including balance sheets and profit/loss statements, help businesses monitor performance. We offer detailed analysis to support budgeting, forecasting, and strategic decisions for long-term growth.
DIY Bookkeeping Training
We provide virtual training sessions to help clients use QuickBooks effectively. Services include setup, transaction recording, and report generation. Ideal for business owners seeking to manage their finances independently with expert guidance.
People
Tanya Peterson
Founder & Virtual Bookkeeper
Tanya Peterson is the founder of Balanced to a T, specializing in virtual bookkeeping and financial strategy. With a QuickBooks ProAdvisor certification and expertise in Gusto and Avalara software, she helps small businesses thrive through organized financial management.
Questions
What bookkeeping services do you offer?
We provide virtual bookkeeping, tax planning, payroll management, financial reporting, and QuickBooks training for small businesses of all sizes.
How are your bookkeeping fees structured?
Fees are based on business size and revenue, ranging from $97/monthly for micro-businesses to $997/monthly for large enterprises, with add-on services available.
Do you offer QuickBooks training?
Yes, we provide virtual QuickBooks training sessions covering setup, transaction recording, reporting, and software navigation for $275 per session.
Are your bookkeepers certified?
Our team includes QuickBooks ProAdvisors, Gusto-certified professionals, and CPAs with expertise in payroll, tax compliance, and financial strategy.
How do you ensure data security?
We prioritize confidentiality through secure access protocols and strict privacy practices to protect sensitive financial information at all times.
Can I cancel your services anytime?
Yes, we require a 30-day cancellation notice with no long-term contracts, ensuring flexibility for your business needs.
