21st Century Services
For Small Businesses
Cleanup
Is your financial data disorganized or incomplete? Our Bookkeeping Cleanup Services are designed to get your books back on track and ready for smooth, accurate management. Whether you’re preparing for tax season, catching up on overdue records, or simply starting fresh, we’re here to help!
Our cleanup services include:
Review of Financial Records: An in-depth assessment of your current bookkeeping to identify errors, discrepancies, and missing information.
Reconciliation of Accounts: Bringing your bank, credit card, and other accounts into alignment with your financial statements.
Categorization of Transactions: Properly classifying all income, expenses, and transfers for clarity and compliance.
Fixing Errors: Correcting data entry mistakes, duplicate transactions, and miscategorized expenses.
Year-to-Date Adjustments: Ensuring your books reflect accurate year-to-date financial activity for reporting and tax preparation.
Financial Reporting: Providing updated reports, including profit and loss statements, balance sheets, and cash flow summaries.
A clean set of books is essential for making informed decisions and maintaining compliance. Let us take the stress out of your financial cleanup so you can move forward with confidence.
Monthly Bookkeeping
Stay on top of your finances with our comprehensive monthly virtual bookkeeping services. Designed to save you time and eliminate the stress of managing your books, we ensure your financial records are accurate, organized, and up to date. We work virtually, so we serve clients all over the U.S.!
Our monthly bookkeeping services include:
Transaction Recording
Categorizing and reconciling all income and expenses to keep your accounts balanced.
Bank & Credit Card Reconciliation
Ensure your financial statements match your bank and credit card accounts for accuracy.
Accounts Payable & Receivable Tracking
Monitoring invoices and payments to maintain a clear picture of your cash flow.
Monthly Financial Reports
Providing detailed profit & loss statements, balance sheets, and cash flow statements to help you make informed decisions.
Expense Categorization
Assigning expenses to the correct accounts for proper tracking and tax preparation.
Ongoing Support
Answering your questions, providing insights, and assisting with financial planning as needed.
Let us handle your bookkeeping so you can focus on growing your business with confidence and peace of mind.
Payroll Services
Managing payroll doesn't have to be overwhelming. Whether you're paying yourself, a group of contractors, or an entire staff, we offer reliable payroll support that keeps your organization compliant and your team paid on time.
We work with trusted platforms like Gusto and QuickBooks Online Payroll to streamline your payroll process, ensuring everything runs smoothly behind the scenes.
Our payroll services include:
Payroll Setup & Processing
We assist with the initial setup and ensure that payroll runs are completed accurately, based on your pay schedule and organizational requirements.
Direct Deposit & Tax Filings
We help facilitate direct deposit for employees and coordinate with your payroll provider to ensure required filings - including W-2s and 1099s - are correctly handled.
Employee & Contractor Support
Whether you work with full-time staff, part-time employees, or contractors, we help manage records and ensure timely, accurate payments.
Ongoing Coordination
We align your payroll data with your bookkeeping and accounting systems, so your records stay organized and tax-ready.
Already using a payroll platform?
We'll step in where you need us - no need to change systems if what you have is working.
Let us take payroll off your plate, so you can focus on leading your team and fulfilling your mission.
Find out how you can . . .
Pay Yourself What You Deserve!
Copyright © 2025 Professional Balance Bookkeeping LLC |
Pacheco, CA | (925) 236-0003
Copyright © 2025 Professional Balance Bookkeeping LLC |
Pacheco, CA | (925) 236-0003