Old Pricing

Get the Right Plan for Your Business

Whether you’re looking for stress-free monthly accounting services or just want to hand over your accounting department to us, we’re here to help.

Monthly Accounting

Balanced

We will take are of ALL of your monthly accounting.

Monthly Accounting

Classification of transactions within the Enterprise Resource Planning (ERP) system under a cash, modified-accrual, or accrual basis. We will also assess prior classification.

Dashboard Reporting

Provide weekly or bi-weekly data on most relevant accounts. This will capture trends and will enable quick response times to your company’s most important metrics.

Ad Hoc Financial Reporting

Provide customized reporting of financial information to internal or external parties (i.e. investors, venture capital firms, hedge funds, etc.)

Technical Accounting

Completion of accounting memos for complex technical areas. These memos will analyze US GAAP and provide a position that your company takes on these issues.

Accounting Policies / Procedures

This manual will summarize your company’s accounting policies and procedures for relevant areas. We will work with you to understand the company’s current state, and then provide best practices to get to a future state.

Cap Table Management

Track and update the cap management table in Excel and / or work with your transfer agent (i.e. Carta) to update the cap table on a regular basis.

Review of Contracts

Review material sales contracts and employment agreements to ensure that they are accounted for accurately.

Encrypted Messaging Channel (i.e. KeyBase, Slack)

Have immediate questions? Contact us through our encrypted messaging channel and we will respond as soon as possible.

$6k/mo

Hire Us

$72k/yr

Part-Time Controller

$90+/yr
Monthly Accounting + All Add Ons

Balanced Plus

AKA the “HANDS-OFF” package, this includes everything in our Balanced package plus ALL of our Add On Services:

Monthly Accounting

Classification of transactions within the Enterprise Resource Planning (ERP) system under a cash, modified-accrual, or accrual basis. We will also assess prior classification.

Dashboard Reporting

Provide weekly or bi-weekly data on most relevant accounts. This will capture trends and will enable quick response times to your company’s most important metrics.

Ad Hoc Financial Reporting

Provide customized reporting of financial information to internal or external parties (i.e. investors, venture capital firms, hedge funds, etc.)

Technical Accounting

Completion of accounting memos for complex technical areas. These memos will analyze US GAAP and provide a position that your company takes on these issues.

Accounting Policies / Procedures

This manual will summarize your company’s accounting policies and procedures for relevant areas. We will work with you to understand the company’s current state, and then provide best practices to get to a future state.

Cap Table Management

Track and update the cap management table in Excel and / or work with your transfer agent (i.e. Carta) to update the cap table on a regular basis.

Review of Contracts

Review material sales contracts and employment agreements to ensure that they are accounted for accurately.

Encrypted Messaging Channel (i.e. KeyBase, Slack)

Have immediate questions? Contact us through our encrypted messaging channel and we will respond as soon as possible.

AUDIT SERVICES ADD-ON
Process Narratives / Flowcharts

Development of process narratives and flowcharts for the most relevant areas of the Company’s financial operations. Typical areas include Purchase to Pay, Order to Receipt, Treasury, and Financial Close.

Audit Preparation

Ensure that a private company is audit-ready for an accrual-basis external audit. This involves preparing audit-ready workpapers.

External Audit Coordination

Financial statement audits are generally very time-consuming for accounting departments and management. We will work with the external auditors to help your company through the audit. This involves being the main contact at the company and communicating status updates.

Financial Statement Preparation

Preparation of financial statements (Balance Sheet, Income Statement, Equity Statement, Statement of Cash Flows) and footnotes for purposes of the financial statement audit.

Coordination with Third Parties

We will work with valuation experts and tax firms to ensure that your company’s information is being provided on a timely basis.

AP/AR SERVICES ADD-ON
Process Analysis

Evaluate the Accounts Payable process to identify pain points and areas of improvement. Help to implement best practices as applicable.

Vendor Set-Up & Relationship

Work with vendors to set-up their contact / payment information within the AP module. Communicate with vendors electronically for basic invoice follow-up. Vendor dispute resolution are not services covered by Balanced Solutions.

Invoice Entry

Ensure invoices are entered into the AP module (i.e. Bill.com) and routed through to payment. Note that Balanced Solutions is not authorized or responsible for payment of invoices.

Accounts Receivable Invoicing

Send out invoices for revenue on a monthly or more frequent basis.

$9k+/mo

Hire Us

$138k/yr

Hire Full-Time

$200k+/yr

Add Ons

We also offer a range of additional Accounting and Financial services.

AR/AP

Evaluate the Accounts Payable process to identify pain points and areas of improvement. Help to implement best practices as applicable.

Process Analysis

Evaluate the Accounts Payable process to identify pain points and areas of improvement. Help to implement best practices as applicable.

Vendor Set-Up & Relationship

Work with vendors to set-up their contact / payment information within the AP module. Communicate with vendors electronically for basic invoice follow-up. Vendor dispute resolution are not services covered by Balanced Solutions.

Invoice Entry

Ensure invoices are entered into the AP module (i.e. Bill.com) and routed through to payment. Note that Balanced Solutions is not authorized or responsible for payment of invoices.

Accounts Receivable Invoicing

Send out invoices for revenue on a monthly or more frequent basis.

$3.5k/mo

One-Off Projects

We LOVE to tackle one-time projects. We’ve listed a few examples below, but seriously, we’d love a shot at your most pressing projects.

Convertible Notes

Do you have Convertible Notes you have to account for? Do you really want to deal with them? Let us take care of the accounting for these.

SAFE Agreements

Perhaps you don’t have to deal with Convertible Notes but have some SAFE Agreements to account for? Again, don’t waste your time on these, you have bigger fish to fry.

ERP Integration

For start-ups and smaller companies with little to no inventory, we can provide guidance in setting up the accounting / finance team on a NetSuite or Xero ERP system. We can also serve as the intermediary between you and NetSuite consultants in building out workflows, including setting up bank feeds and establishing sufficient controls.

Complex Accounting

We can tackle the most complex financial projects. Book a Discovery Call for a free quote.

TBD

Audit Preparation

Ensure that a private company is audit-ready for an accrual-basis external audit. This involves preparing audit-ready workpapers.

Process Narratives / Flowcharts

Development of process narratives and flowcharts for the most relevant areas of the Company’s financial operations. Typical areas include Purchase to Pay, Order to Receipt, Treasury, and Financial Close.

Audit Preparation

Ensure that a private company is audit-ready for an accrual-basis external audit. This involves preparing audit-ready workpapers.

External Audit Coordination

Financial statement audits are generally very time-consuming for accounting departments and management. We will work with the external auditors to help your company through the audit. This involves being the main contact at the company and communicating status updates.

Financial Statement Preparation

Preparation of financial statements (Balance Sheet, Income Statement, Equity Statement, Statement of Cash Flows) and footnotes for purposes of the financial statement audit.

Coordination with Third Parties

We will work with valuation experts and tax firms to ensure that your company’s information is being provided on a timely basis.

$3k/mo

Have More Questions?

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What is the onboarding process for ongoing services?

Need to Cancel Services?

If you decide to stop using our services, send us an email, and we’ll help you transition.

Have more questions?

We’re happy to help!

Contact us