Balanced View Bookkeeping LLC

Keeping your work and life in balance

Bookkeeping service (show on map)

5.0

★★★★★

5 reviews

Balanced View Bookkeeping provides personalized bookkeeping services tailored for small and family-owned businesses, offering financial reporting, reconciliations, and tax-ready financials.

Call (303) 736-2719

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About

Balanced View Bookkeeping is dedicated to providing modern bookkeeping services to business partners, bringing financial balance into their lives. The mission is to help family business owners build financially secure businesses that let them focus on what truly matters.

Owner Deri Patt has a background in bookkeeping, training employees, working with community groups, and supervisory roles.

Personalized service tailored to unique needs

Certified QuickBooks ProAdvisor

Working virtually with clients nationwide

Based in Westminster, CO

Strong client testimonials

Services

Tier I Bookkeeping

Essential financial tracking for small businesses including up to 100 transactions, 1-4 account reconciliations, and tax-ready financials.

Cloud Technology Financial Monitoring Tax-Ready Financials Up to 100 Transactions 1-4 Account Reconciliations AR Management (25 customers)

Tier II Bookkeeping

Comprehensive support for growing businesses with up to 200 transactions, 5-9 account reconciliations, financial reports, and sales tax management.

Financial Reports Cash Flow Statement Up to 200 Transactions 5-9 Account Reconciliations Sales Tax Management Depreciation

Tier III Bookkeeping

Detailed ongoing financial management for established businesses with over 200 transactions twice monthly and 10+ account reconciliations.

Monthly Financial Reports Over 200 Transactions Twice Monthly 10+ Account Reconciliations AR/AP Management Sales Tax Management Depreciation

Credentials & Certifications

Certified QuickBooks ProAdvisor

Bookkeeping Principals Certification

QuickBooks Self-Employed Certification

Reviews

Rating

★★★★★

Reviews

Frequently Asked Questions

What services does Balanced View Bookkeeping offer? +

Balanced View Bookkeeping offers three tiers of bookkeeping services (Tier I, II, III) with tiered pricing, providing financial statements, reconciliations, and tax-ready financials tailored to business size.

What are the pricing tiers? +

Tier I is for small businesses (up to 100 transactions, 1-4 accounts, $400/month), Tier II is for growing businesses (up to 200 transactions, 5-9 accounts, $650/month), and Tier III is for established businesses (200+ transactions twice monthly, 10+ accounts, weekly updates).

Do you handle payroll? +

No, they don't handle payroll directly but have wonderful partner recommendations they can connect clients with.

Where is Balanced View Bookkeeping located? +

Based in Westminster, Colorado, working with clients virtually and serving businesses nationwide.