Packaging | Balanced Bear Bookkeeping

Strategic Bookkeeping

Our mission is reliability: proactive support, clear answers, and guidance you don’t have to chase.

Strategic Bookkeeping is our done-for-you system to keep your books clean, consistent, and ready to guide your business decisions.

Compliance Bookkeeping

Bookkeeping Basics for Annual Reporting

Monthly Accuracy-Assured Bookkeeping
Incidental PHI removal
Standard Chart-of-Accounts
Reconciliations for all bank, credit cards and loans
Monthly Close and Financial Review
Year-end bookkeeping review and tax-ready reports
Coordination with your CPA/EA for year-end tax filing
Encrypted client portal and document storage

Starting at $399/mo*

Essential Bookkeeping

Insights for Improved Cash Flow

Everything in Compliance Services
HIPAA Compliant Bookkeeping and
Proactive PHI Monitoring
Industry Specific Chart-of-Accounts
Merchant Services (Point-Of-Sale) Reconciliations
Quarterly Growth Reports
Quarterly Income Stream Analysis and Expense Optimization Reviews
Standard Metrics and KPI Tracking
(set up + quarterly snapshot)
Trend insights: what’s driving your numbers (based on your historical data)

Starting at $699/mo*

Proactive Bookkeeping

Advanced Clarity for Growth and Profitability

Everything in Essential Services
Weekly Strategic Bookkeeping
Specialized Tracking and Reporting (location, class, by clinician, by insurance provider, etc.)
Monthly Comprehensive Growth Reports
Advanced Metrics and KPI Tracking (trends and interpretation)
Business Goal Tracking
Decision-Making Assistance (pricing, hiring, cash buffer, owner pay, etc.)
Proactive insights that turn your numbers into a plan

Starting at $1499/mo*

* Starting at” prices are based on up to 50 transactions monthly and up to 2 bank/credit accounts. Your specific business needs will determine your package pricing, including the number of financial accounts and merchant accounts, transaction volume, service preferences and frequencies, compliance requirements, and federal and state obligations.

We Also Offer:

QuickBooks Set-up:

Set up of new QuickBooks Online Account
Business Information Import and Settings Customization
Customize the Chart of Accounts to match the business structure
Full Balance Sheet setup (loans, equity, etc)
Bank Feed Set-up
Invoice settings/designs
Point of Sale Linking with Report Mapping
Payroll Integration with Mapping
Starting Balances Verification and Import

Starting at $350*

Other Services

Receipt Digitization
Receipt to QuickBooks Expense Matching
Invoicing
Chart-Of-Account Restructuring
Payroll System Set up and Integration
Catch-Up Bookkeeping for the current year
Clean-Up of Prior Years
Diagnostic Reviews
Profit-First Style Allocation Setup (percent-based buckets + review)

Custom Pricing

How it Works

Reliable bookkeeping starts with a solid system, and stays reliable with proactive guidance.

Step 1: Consultation

We start with a short discovery call to learn how your business runs, what’s currently working (and what isn’t), and what you need from your books. If we’re a good match, you’ll get clear next steps. No pressure. No guesswork.

Step 2: Plan

After our call, I’ll put together a clear plan based on your business. It will address what needs to happen first, recommendations for going forward, and exactly what’s included. You’ll receive a proposal with scope, timeline, and pricing so you can make a confident decision.

Step 3: Onboarding

Once you’re ready to start, onboarding is simple and structured. You’ll get access to your client portal, I’ll connect the accounts we need, and we’ll set up a bookkeeping workflow that fits how you operate.