Who We Help
At Balance & Trust, we provide expert bookkeeping and financial support to individuals, businesses, and organizations that need reliable and efficient financial management. Whether you’re a freelancer, a small business owner, or a non-profit organization, we help you stay on top of your finances while you focus on what you do best.
🟢 Freelancers & Self-Employed Professionals
Running your own business means wearing multiple hats, but bookkeeping doesn’t have to be one of them. We help freelancers:
✔ Track income and expenses to ensure accurate financial records.
✔ Manage invoices and follow up on payments, so you get paid on time.
✔ Prepare financial summaries to simplify tax season.
✔ Monitor cash flow, helping you plan for the future.
🔵 Small & Medium-Sized Businesses
For SMEs, financial health is key to long-term success. We support businesses by:
✔ Handling daily bookkeeping, including accounts payable and receivable.
✔ Performing bank reconciliations to ensure financial accuracy.
✔ Generating monthly reports for better financial decision-making.
✔ Ensuring compliance with regulations and financial reporting standards
🟡 E-commerce & Online Businesses
Online businesses deal with multiple payment platforms, transactions, and inventory costs. We assist by:
✔ Managing financial records from platforms like Shopify, Etsy, Amazon, and PayPal.
✔ Tracking sales, refunds, and fees to provide an accurate profit overview.
✔ Helping optimize cash flow and profitability through structured financial insights.
🟠 Startups & Entrepreneurs
Launching a business is exciting, but financial clarity is crucial. We help startups by:
✔ Setting up structured bookkeeping processes from day one.
✔ Managing financial forecasting, budgeting, and cash flow projections.
✔ Tracking investor funding and operational expenses to prevent overspending.
✔ Ensuring organized record-keeping for potential audits or funding rounds.
🟣 Non-Profit Organizations
Non-profits require financial transparency and accountability. We support charitable organizations by:
✔ Keeping track of donations, grants, and project-specific funding.
✔ Ensuring proper allocation of restricted and unrestricted funds.
✔ Preparing detailed financial reports for stakeholders, donors, and regulatory compliance.
✔ Assisting with budgeting and cost tracking to maximize impact.
Why Work With Us? Because We Keep It Balanced & Trusted!
💡 Custom-Fit Services – Your business is unique, and so is our approach. No one-size-fits-all here!
💸 No Sneaky Fees – What you see is what you pay. Transparency is our thing.
📊 Bookkeeping Wizards – We handle the numbers so you can focus on growing your empire.
⏳ Stress-Free & Flexible – Need ongoing support or a quick financial cleanup? Consider it done!
📩 Slide Into Our Inbox! – Let’s get your finances in top shape. Free consultation—no strings attached!