Services Offered

The services Tru Balance Bookkeeping offers are designed to remove the bookkeeping burden so you can stay focused on the work that actually moves your business forward.

Working together, we build a financial routine that gives you clearer numbers, fewer administrative distractions, and a more dependable foundation for decision‑making.

Whether you need monthly bookkeeping, cleanup work, or ongoing guidance, the goal is the same: to help your business operate with more confidence, stability, and room to grow.

Core Bookkeeping & Financial Management

Foundational services that keep your financial records accurate, organized, and dependable.

• Bookkeeping — Ongoing monthly categorization, reconciliations, and maintenance
• Book cleanup — Fixing past errors, catching up, and restoring accuracy
• Financial reporting — Clear monthly reports that support confident decision‑making
• Cost accounting — Understanding true costs to improve pricing and profitability
• Inventory services — Tracking, valuation, and accuracy for product‑based businesses

Planning, Budgeting & Advisory Support

Helping you understand your numbers, plan ahead, and make informed decisions.

• Business budgeting and forecasting — Forward‑looking planning for growth and stability
• Consulting — Guidance on financial processes, workflows, and operational improvements

Payroll & Compliance

Reduce administrative strain and ensure compliance with required filings.

• Payroll — Managing payroll processes so clients stay compliant and stress‑free
• 1099 filing — Accurate year‑end contractor reporting and submission

QuickBooks Setup, Support & Training

Get the most out of your accounting system using QuickBooks Online.

• QuickBooks setup — Building a clean, reliable foundation from day one
• QuickBooks consulting — Optimizing workflows and solving system issues
• QuickBooks training — Helping clients understand and use QBO confidently
• QuickBooks Payroll — Setup and support for payroll within QuickBooks