Welcome Aboard!

We are so happy to begin working with you.

Step 1: Watch Video

Watch this short video that lets you know what’s next.

Step 2: Email

You’ll receive an email with instructions on how to set up your Google workbook along with a request for Sharefile.

Step 3: Google Account

If you don’t already have one, you’ll need to set up a Google account. Click the button below for simple instructions.

How to set up Google

Step 4: Project Updates

You’ll receive regular communication on your project status via email. If you have questions regarding your project, feel free to email us at any time.

We’ll get to work!

While we are doing that, take some time to read our blog!

The Beyond Balanced Books Blog

Going Beyond: Fixed Asset Management

Here at Beyond Balanced Books, we aim to go further, or beyond, traditional bookkeeping. We actively look for ways to help our clients create the best outcome for their business. One way we do this is by providing fixed asset management services. What do fixed asset management services entail? And why should you be interested […]

I Received a Tax Notice. What Do I Do?

Receiving a tax notice might raise concerns, but as a small business owner, staying composed and taking specific steps can help navigate this situation smoothly. Here’s a simple five-step guide on what to do when you receive a tax notice: Step 1: Don’t panic It’s really important to stay calm. Take a moment to carefully […]