Business Details
14 Years
experience
Expert Bookkeeping Services in Phoenix, AZ
At Simply Balanced Books, our mission is to empower small business owners by simplifying their financial management through expert QuickBooks Online services. With over 20 years of hands-on experience in accounting software, we specialize in bookkeeping, payroll setup, 1099 processing, and sales tax filing, ensuring our clients can focus on growing their businesses while maintaining accurate financial records. Our founder, Patti Spilsbury, brings a decade and a half of expertise from managing her family's tree care company to delivering personalized solutions tailored to each client's unique needs.We pride ourselves on transparency, precision, and a commitment to staying current with evolving accounting technologies, which has earned us long-term relationships with clients across all 50 states. Our approach combines technical proficiency with a deep understanding of small business operations, enabling us to catch costly errors, streamline processes, and provide actionable financial insights that directly impact our clients' success.
Services
Bookkeeping
Payroll Setup
1099 Processing
Sales Tax Filing
Technical Support
QuickBooks Training
Details
- Year established: 2012
Highlights and features
- We offer 20+ years of QuickBooks expertise with personalized service.
- Our founder transitioned from managing a family business to helping others.
- We guarantee accurate financial statements and error detection.
- We provide nationwide service with state-specific compliance knowledge.
- Our clients consistently report significant time and cost savings.
What people say
Saved thousands of dollars
Peace of mind
Highly recommend
True professional
Efficient service
Services
Bookkeeping
We categorize transactions, reconcile accounts, and generate accurate financial statements. Our service ensures small businesses maintain organized records for informed decision-making. Clients benefit from error detection that saves thousands annually.
Payroll Setup
We implement QuickBooks Online Payroll solutions to automate payroll processing. This includes tax filings, W-2 generation, and direct deposit setup. Clients avoid penalties through timely compliance with federal and state regulations.
1099 Processing
We handle annual 1099 filing for subcontractors, ensuring IRS compliance. Our service includes data entry, payment tracking, and timely submission. Businesses eliminate manual errors and late filing penalties through our automated process.
Sales Tax Filing
We manage monthly, quarterly, or annual sales tax filings and payments. This service prevents late fees while maintaining state-specific compliance. Clients gain peace of mind knowing tax obligations are handled accurately.
QuickBooks Training
We provide customized QuickBooks Online training for new users and desktop-to-online transitions. Our support includes bank sync setup, chart of accounts configuration, and invoice customization to optimize accounting workflows.
People
Patti Spilsbury
Founder
Patti has 15+ years of QuickBooks expertise from managing her family's tree care business. With education degrees from BYU, she transitioned to bookkeeping full-time in 2012, helping small businesses nationwide simplify financial management through technology.
Questions
What bookkeeping services do you offer?
We categorize transactions, reconcile accounts, generate financial statements, and handle sales tax filings using QuickBooks Online for small businesses nationwide.
Do you support QuickBooks Online users?
Yes, we specialize in QuickBooks Online setup, training, and ongoing support for businesses transitioning from desktop or starting fresh.
Are you available for payroll services?
We offer QuickBooks Online Payroll setup, maintenance, and wholesale pricing options to help businesses manage payroll efficiently.
How do you handle 1099 filings?
We process and file 1099s annually for subcontractors, ensuring IRS compliance through accurate data entry and timely submission.
What areas do you service?
We provide bookkeeping services to small businesses across all 50 United States through our online platform.
