Business Details
Your Trusted Virtual Bookkeeping Partner
At Modern Balance, we specialize in transforming financial chaos into streamlined clarity for small business owners. With years of experience in virtual bookkeeping, we empower entrepreneurs to focus on their core operations while we handle the numbers. Our services include full-service bookkeeping, historical cleanups, and customized financial solutions tailored to your business needs. We pride ourselves on delivering accurate, real-time financial reports that enable confident decision-making. Our team, led by a certified QuickBooks ProAdvisor, leverages cutting-edge tools to provide 24/7 access to your financial data. By combining technical expertise with personalized support, we help clients avoid common pitfalls and achieve long-term financial health.Our commitment to excellence is reflected in our partnerships with industry-leading organizations and the trust our clients place in our services. Whether you're a solopreneur or an established business, we offer scalable solutions designed to grow with your company. Our approach emphasizes transparency, efficiency, and education, ensuring you understand the financial dynamics of your business. From payroll management to tax filing, we handle the complexities so you can concentrate on what you do best.
Services
Full-Service Bookkeeping
Historical Cleanup
Setup & Training
Payroll Management
Sales Tax Filing
Budgeting
Cash Flow Analysis
Accounts Payable
Accounts Receivable
Annual 1099 Filing
Highlights and features
- We offer 24/7 access to your financial data through cloud-based tools.
- Our team includes certified QuickBooks experts with industry-specific experience.
- We provide customized bookkeeping solutions tailored to your business needs.
- Our historical cleanup service resolves years of financial disorganization.
- We prioritize clear communication and financial education for long-term success.
Associations and certifications
- QuickBooks ProAdvisor
- Digital Bookkeeper Association
- American Institute of Professional Bookkeepers
What people say
Fantastic
Invaluable
Attention to detail
Great communicator
Profitability improved
Services
Full-Service Bookkeeping
Our full-service bookkeeping handles daily financial transactions, ensuring accurate records and up-to-date reports. We categorize expenses, reconcile accounts, and prepare year-end financial statements for CPAs. This service gives business owners confidence in their financial decisions through reliable data tracking.
Historical Cleanup
We resolve backlogged financial records, organizing disarrayed accounts into clear systems. This service includes reconstructing lost data, correcting errors, and implementing processes to prevent future issues. Clients receive restored financial clarity and actionable insights for growth.
Setup & Training
We configure customized QuickBooks files and train clients on efficient bookkeeping practices. This includes workflow optimization, receipt scanning systems, and report interpretation. Business owners gain the tools and knowledge to maintain financial order independently.
Payroll Management
Our payroll service handles employee payments, tax withholdings, and regulatory filings. We ensure accurate compensation tracking and compliance with labor laws. Business owners save time while maintaining employee satisfaction and legal compliance.
Sales Tax Filing
We calculate, track, and submit sales tax payments according to jurisdiction requirements. This service includes audit preparation and nexus determination. Clients avoid penalties while maintaining accurate financial records for tax reporting.
People
Shannon
Owner & Lead Bookkeeper
Shannon is a certified QuickBooks ProAdvisor with expertise in virtual bookkeeping solutions. She specializes in transforming financial chaos into organized systems for small businesses. Her approach combines technical proficiency with personalized support to reduce client stress and improve profitability.
Questions
What bookkeeping services do you offer for small businesses?
We provide full-service bookkeeping, historical cleanups, payroll management, sales tax filing, and customized financial training tailored to your business needs.
How does virtual bookkeeping work?
Our cloud-based system allows 24/7 access to financial data through QuickBooks Online. You can upload receipts via smartphone and receive real-time reports from any internet-connected device.
Can you help with existing financial disorganization?
Yes, our historical cleanup service resolves years of financial disarray, reconstructing lost records and implementing systems to prevent future issues while maintaining compliance.
What accounting software do you use?
We primarily use QuickBooks Online as a certified ProAdvisor, but can also work with other major accounting platforms to meet your specific requirements.
How do you ensure data security?
We follow industry-standard security protocols with encrypted cloud storage, secure file sharing, and regular system backups to protect your financial information.
What industries do you serve?
While we work with various small businesses, we have particular experience in creative industries, professional services, and entertainment sectors requiring specialized financial solutions.
