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Book A Call

Automated books.
CPA reviewed.
Real-time numbers.

Modern bookkeeping for growing businesses. Balanced connects to your software and uses AI to draft daily entries, reviewed by a CPA, so your books close a little each day.

Book A Call

6 Stories

Read about our customers

Closing the books for 30+ growing businesses across retail, services, and SaaS.

Features

Automated Finance, Reviewed by CPAs.

Daily-updated books and live numbers you can query in plain English. Software does the repetitive work; professionals catch what matters.

Your Software, Synced

Continuous Close

Controller Oversight

Live Dashboards

Connected to Everything You Run.

We connect to the software you already run — Ramp, Bill, Gusto, QuickBooks — and pull live data straight into your general ledger. No re-keying, no exports.

Direct connections to your accounting, payroll, and payment tools
Transactions pulled and categorized automatically
Your general ledger updated in real time

Connected to Everything You Run.

We connect to the software you already run — Ramp, Bill, Gusto, QuickBooks — and pull live data straight into your general ledger. No re-keying, no exports.

Direct connections to your accounting, payroll, and payment tools
Transactions pulled and categorized automatically
Your general ledger updated in real time

Skip the month-end scramble.

Your books reconcile a little every day, so when the 1st rolls around there's nothing to catch up on, month-end becomes a review, not a scramble.

Transactions categorized and reconciled daily
Accruals and adjustments handled as they happen
A clean close - no all-nighter

Skip the month-end scramble

Most accounting tells you what already happened. Balanced also tells you what could. Run the numbers on a new hire, a price change, or an expansion before you make the call.

Runway projections based on today's burn
"What-if" models for hiring, pricing, and expansion
Clarity before you commit

A Real CPA, On Call.

Real support from day one — in your Slack, your texts, and on the phone when you need it.

A named financial expert, assigned from day one
Reachable in Slack, text, or a call
Real decisions, made together

A real human who knows your business.

You get real support from day one: in your Slack, your texts, and on the other end when you need a call.

A named financial expert, assigned from day one
Immediate access
Make real decisions together

Know Your Numbers. Every Day.

A real-time view of your financial performance - built for fast-moving teams and founder decisions.

Burn, runway, revenue, and cash position in one place
Updated continuously as transactions sync in
No lag between what happens and what you see

Know Your Numbers. Every Day.

We connect to the software you already run — Ramp, Bill, Gusto, QuickBooks — and pull live data straight into your general ledger. No re-keying, no exports.

Direct connections to your accounting, payroll, and payment tools
Transactions pulled and categorized automatically
Your general ledger updated in real time

Packages

Built for businesses of all sizes

Every business is different, so every quote is custom - but here's where most clients start.

Bookkeeping

For teams who just need clean books, every day.

$750 / month

Get Started

Bookkeeping package provides you with:

✓ Check your revenue, costs, or cash anytime

✓ Systems selection and setup

✓ Bank and credit card reconciliation

✓ Monthly review by your named expert

Controller

For scaling companies that need a thinking partner.

$2,500 / Month

Get Started

Everything in Bookkeeping, plus:

✓ Connects to your whole software stack

✓ Monthly meetings to review financials

✓ Cash, burn, and runway - always current

✓ Live dashboards

Scale

For operators ready to put their data to work.

$4,000 / Month

Get Started

Everything in Controller, plus:

✓ Custom dashboards

✓ Multiple entities

✓ Advanced workflows

✓ Dedicated strategic reviews

Reach out

Need a one-time cleanup, model, or fundraising push? Ask us about a Quick Sprint.

Let's Chat

Testimonials

Why clients stay.

The real test is whether you're still here two years later. Most clients are.

Frequently Asked Questions

Still have a question in mind? Let's chat

How is Balanced different from a traditional accountant?

What’s a “continuous close” and why does it matter?

What tools do you integrate with?

Can I see my numbers whenever I want?

Can you do my taxes too?

Data Safeguards

AI Does the Work. It Never Has the Final Word.

AI drafts the daily work, but it never posts to your books on its own - a real team has the final say. Your systems connect through secure, read-only integrations, and your data stays encrypted.

Clean Books. Clear Numbers. Every Day.

Book A Call

Clean Books. Clear Numbers. Every Day.

Book A Call

Clean Books. Clear Numbers. Every Day.

Book A Call

Automated books.CPA reviewed.Real-time numbers.

Automated Finance, Reviewed by CPAs.

Your Software, Synced

Continuous Close

Controller Oversight

Live Dashboards

Connected to Everything You Run.

Connected to Everything You Run.

Skip the month-end scramble.

Skip the month-end scramble

A Real CPA, On Call.

A real human who knows your business.

Know Your Numbers. Every Day.

Know Your Numbers. Every Day.

Built for businesses of all sizes

Bookkeeping

$750 / month

Controller

$2,500 / Month

Scale

$4,000 / Month

Reach out

Why clients stay.

We run multiple laundromat locations and had no real visibility into how each store was performing. Balanced changed that. They cleaned up our processes, moved us onto better tools, and built reporting at the location level that we use for decisions.

Before Balanced, we didn't have books. Everything was in spreadsheets. They got us set up on QuickBooks, built out reporting, and now we're closing by the 5th of every month. We went from no financial infrastructure to actually understanding our numbers in a matter of weeks.

What I appreciate most about Balanced is that they're always thinking a step ahead. Insurance accounting is its own beast, and most firms would just close the books and move on. Balanced builds for where we're going. Practical solutions that work today but are designed to scale.

The biggest thing Balanced gave us was clarity. We didn't really understand our margins by business line until they got involved, and now it's changed how we make decisions. They're in our Slack, they flag things before we even notice, and it feels like they're part of the team.

We run multiple laundromat locations and had no real visibility into how each store was performing. Balanced changed that. They cleaned up our processes, moved us onto better tools, and built reporting at the location level that we use for decisions.

Before Balanced, we didn't have books. Everything was in spreadsheets. They got us set up on QuickBooks, built out reporting, and now we're closing by the 5th of every month. We went from no financial infrastructure to actually understanding our numbers in a matter of weeks.

What I appreciate most about Balanced is that they're always thinking a step ahead. Insurance accounting is its own beast, and most firms would just close the books and move on. Balanced builds for where we're going. Practical solutions that work today but are designed to scale.

The biggest thing Balanced gave us was clarity. We didn't really understand our margins by business line until they got involved, and now it's changed how we make decisions. They're in our Slack, they flag things before we even notice, and it feels like they're part of the team.

How Lucid Insurance built accrual-based books and automated revenue recognition while preparing to raise capital

How cold.email scaled from zero accounting to monthly closes by the 5th without losing visibility

How The Mural Group tracks multi-segment profitability with detailed client P&Ls and automated revenue recognition

Frequently Asked Questions

How is Balanced different from a traditional accountant?

What’s a “continuous close” and why does it matter?

What tools do you integrate with?

Can I see my numbers whenever I want?

Can you do my taxes too?

AI Does the Work. It Never Has the Final Word.

Clean Books. Clear Numbers. Every Day.

Clean Books. Clear Numbers. Every Day.

Clean Books. Clear Numbers. Every Day.

Automated books.
CPA reviewed.
Real-time numbers.