Our Services

Balance Zen Bookkeeping offers a variety of services to take care of your business’ books so you don’t have to worry about it.

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Whether you are setting up the desktop or online version of QuickBooks, the initial setup and installation must be done correctly to make the program work for you and your business. We have the knowledge and experience to make the process as painless as possible, and we will ensure that it is done properly from the start.

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We pride ourselves on helping clients who are overwhelmed and frustrated by their inaccurate and incomplete books to make sense of their records and statements. Our forensic bookkeeping skills can help track and organize previous financial data, map entire transaction histories, and determine how and where money is being spent. We will reconstruct days, months, or even years of past records so you can end the year with clean and accurate books.

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Once you have your books set up, regular monitoring is required to make sure that they stay clean and accurate. Let us do the heavy lifting throughout the year so you can focus on your business. We can help with:

  1. Accounts Payable: Track bills and get them paid on time.
  2. Accounts Receivable: Invoice customers and track payments.
  3. Payroll: Use QuickBooks or your payroll service to manage payroll, while providing quarterly or annual reporting.
  4. Monthly Bank Account and Credit Card Reconciliations: Make sure your accounts are correctly categorized and balanced each month.
  5. CPA Interfacing: Ensure seamless tax preparation by communicating directly with your CPA.
  6. IRS Forms: issue the necessary tax forms such as 1098s and 1099s.
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Testimonials

About

Balance Zen Bookkeeping is a San Diego area based bookkeeping company that specializes in helping small and medium-sized businesses meet their accounting needs.

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Sherry Landow

Owner

Sherry launched Balance Zen Bookkeeping in 2010. Since then, she’s worked with clients in dozens of industries on a wide range of bookkeeping tasks, from forensic bookkeeping to ongoing account maintenance. Sherry takes pride in providing reliable, ethical and professional services to her clients. As your bookkeeper, she is efficient and works well with management and staff and is an asset to any team.

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Beth Chamberlin

Bookkeeper

Beth joined the Balance Zen Bookkeeping team in 2017 to help manage and organize the business’ expanding operations. Her skills in process improvement and organization ensure that each client’s books are completed accurately and efficiently.

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Contact

Phone:

858−692−2740

Fax:

760−633−4070

Email:

info@balancebk.com

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Request a consultation today, and find your zen.

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