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!