Calm, accurate books for small to midsize service businesses
QuickBooks Online bookkeeping in the greater Reno area. Reconciled bank accounts, correct loan splits, and accurate monthly financials ready for your tax preparer.
What I take off your plate each month
Every entry in QuickBooks Online is personally categorized, reconciled, and reviewed. You never have to guess what happened to an invoice or dread handing your books to your CPA.
Monthly Bookkeeping
Categorizing and reconciling bank and credit card transactions in QuickBooks Online from your bank feeds and statements.
- •Bank and credit card accounts reconciled monthly
- •Accurate income and expense categorization
- •Hands-on review of every single entry
- •Balanced books ready for your tax preparer
Loan Payment Recording
Splitting each loan payment into principal, interest, and any late fee based on your loan note so balances stay accurate.
- •Accurate split of principal and interest per loan note
- •Late fees and escrow items properly accounted for
- •Loan balances always reflect actual lender statements
- •No surprise year-end adjustments from your CPA
Payroll Records in the Books
Entering payroll reports (wages, employer taxes, withholdings, reimbursements) into QuickBooks correctly.
- •Gross wages, taxes, and net pay recorded correctly
- •Employer payroll tax liabilities tracked accurately
- •Reimbursements and deductions properly categorized
- •Clean integration alongside your payroll processor
Books Cleanup & Catch-Up
Getting messy or behind books accurate, reconciled, and ready for your tax preparer.
- •Prior months or years brought up to date
- •Unclassified transactions researched and resolved
- •All accounts matched to bank and credit card statements
- •Tax-ready financials delivered to your CPA
Monthly Document Checklist
A simple per-client checklist of what to send each month (bank, credit card, loan, and payroll documents) with friendly reminders.
- •Clear list tailored to your specific accounts and lenders
- •Friendly reminders before deadlines arrive
- •Consistent rhythm that keeps your books current
- •Zero guesswork about what your bookkeeper needs
Financial Coaching
Financial coaching for businesses and individuals, helping people manage their money toward goals, not just budgets.
- •Clarity on cash flow and operating reserves
- •Goal-focused money management over rigid budgets
- •Support in making informed financial decisions
- •Personalized discussions around your numbers
Monthly document checklist & friendly reminders
No complex client portals or confusing requests. You receive a simple per-client checklist of what to send each month (bank, credit card, loan, and payroll documents) with gentle, unhurried reminders.
View all services & how we work
Balanced books, every month
When your books are kept current throughout the year, tax season becomes a routine handoff instead of a high-stress scramble.
Book your free in-person consultationHow it works
A straightforward monthly routine designed to keep your records orderly without taking hours of your time.
Send your documents with the monthly checklist
Use your personalized monthly checklist to gather bank statements, loan statements, and payroll reports. Everything is shared through secure, controlled channels.
Categorized, reconciled & loans split
Every transaction is reviewed and categorized in QuickBooks Online. Loan payments are properly split into principal, interest, and fees so lender balances match.
Books ready for your tax preparer
You receive clean, reconciled financials. When tax time arrives, your CPA or tax preparer receives orderly records they can work from immediately without cleanup delays.
Why small to midsize service businesses trust Nevada Balance
Nevada Balance is owner-operated by a dedicated bookkeeper who personally reviews and approves every single transaction in QuickBooks Online. There are no handoffs to junior staff, no automated guesses, and no rushed shortcuts.
Hands-on review
Every entry is reviewed personally. No transactions are blindly auto-categorized or left unclassified.
Careful with your data
Your confidential financial data is never placed into free public tools. We rely on secure, controlled document sharing.
Accurate loan splits
Principal, interest, and late fees are split every month according to your loan note so lender balances match.
Long-term relationships
Working with small to midsize service businesses since 2014, becoming a reliable monthly partner who knows your books inside and out.
Serving small to midsize service businesses in the greater Reno area
Providing remote QuickBooks Online bookkeeping for small to midsize service businesses in the greater Reno area and across Nevada. We work directly with you and your CPA through secure digital document workflows.
* Please note: We provide bookkeeping services alongside your CPA or tax preparer; we do not offer tax preparation, tax filing, or legal advice.
Ready for calm, accurate books?
Reach out today to discuss your monthly bookkeeping, catch-up work, or loan recording needs.