Solo
$300/mo
Solopreneurs or S-corps with light transactions
- ✶ Under 30 transactions per month, up to 4 accounts
- ✶ Quarterly books
- ✶ Annual summary
- ✶ Tax-ready deliverables
✶Bookkeeping
Books that balance themselves. Almost.
Clean, current, tax-ready books on a flat monthly rate, with a real human team behind them. Snap a photo of the receipt and get back to work.
Balance, PLLC provides flat-rate monthly bookkeeping for small businesses in Woodbury, St. Paul, Minneapolis, and nationwide, from $300 per month for solopreneurs to $1200 per month for complex accrual clients with job costing. Every plan includes reconciliation, receipt management, and tax-ready financial statements, with CPA review behind the scenes.
Your books run on Xero or QuickBooks Online with Hubdoc receipt capture, which means no shoeboxes, no lost receipts, and no end-of-year archaeology. You see your numbers in real time; Balance keeps them accurate, reconciled, and ready for whatever your business does next.
Bookkeeping plans & rates
Core
$650/mo
Service-based orgs with clean monthly activity
- ✶ Up to 100 transactions per month, up to 5 accounts
- ✶ Monthly cash-basis books
- ✶ Hubdoc + Xero/QBO
- ✶ Compliance support
Most Popular
Growth
$850/mo
Growing businesses with inventory or multiple accounts
- ✶ Up to 250 transactions per month, 6 to 8 accounts
- ✶ Monthly reconciliation with partial accruals
- ✶ Receipt management
- ✶ Reports and visuals
Scale
$1200/mo
Complex accrual clients with high volume or job costing
- ✶ Unlimited transactions, 10+ accounts
- ✶ Bi-weekly books
- ✶ Accrual plus class and job tracking
- ✶ Monthly review and financial dashboards
Not sure which tier fits your volume? The estimator does the math →
How Balance bookkeeping compares
| Criteria | Balance, PLLC | Solo freelance bookkeeper | National online service |
|---|---|---|---|
| Pricing | Published flat rates, $300 to $1200/mo | Often hourly, varies | Tiered, upsells common |
| Team depth | Five specialists plus CPA controller review | One person, one point of failure | Rotating pooled staff |
| Local presence | On-site visits across the Twin Cities | Sometimes | None |
| Niche fluency | Royalties, Kickstarter, conventions, job costing | Rarely | Generic chart of accounts |
| Communication | Unlimited calls, emails, and pep talks included | Billed by the hour | Ticket queue |
✶Good Questions
Frequently Asked Questions
What is included in a Balance bookkeeping plan?
Every plan includes transaction categorization, bank and credit card reconciliation, receipt management through Hubdoc, tax-ready financial statements, and unlimited phone calls, emails, meetings, and pep talks. Higher tiers add accrual accounting, class and job tracking, monthly reviews, and financial dashboards.
Cash basis or accrual: which do I need?
Most small service businesses run clean on cash basis, which the Solo and Core plans cover. If you carry inventory, invoice ahead of payment, track jobs, or answer to investors, accrual (Growth and Scale plans) gives you the true picture. Pam helps you pick during the free consultation, and you can switch tiers as you grow.
How do you count transactions for pricing?
A transaction is any line that hits your books: a sale, a bill, a transfer, a payout. Solo covers under 30 per month, Core up to 100, Growth up to 250, and Scale is unlimited. Balance counts your real volume during consultation so you start on the right tier, not the most expensive one.
Can you take over from my current bookkeeper or DIY spreadsheet?
Yes. Migration from spreadsheets, a previous bookkeeper, or desktop software is a one-time ledger cleanup project, typically $1500, and then your monthly plan takes over. Your historical data comes along properly organized.
Will my books be ready for tax season?
That is the whole point. Every tier ships tax-ready deliverables your tax preparer can use directly, and Balance coordinates with them so year-end is a handoff, not a scramble.
Your books, off your plate.
Start with a free consultation. Bring the shoebox if you have to. Pam has seen worse.