We offer competent, thorough, and flexible bookkeeping for Colorado entrepreneurs.
Organized and balanced finances are key to the long-term success of your business. We're here to help you gain clarity and find direction when it comes to the past, present, and future of your business finances.
We'll be your personable and meticulously organized financial teammates.
Only pay for the services that you need, offered remotely or in-office. Hourly rates and monthly flat rates are available.
Believe it or not, honesty and integrity can be rare traits among bookkeepers. With our help, you’ll feel confident and secure in your relationship to your business' finances.
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Set up of bookkeeping & accounting systems
Maintenance of existing systems
Customer Billing / Accounts Receivable Tracking
Paying Bills / Accounts Payable Tracking
Bank & Credit Card Reconciliation
Financial Statement Preparation
Inventory Tracking & Control
Tracking & Filing Sales Tax Reports
Set up & maintenance of business organization
Set up of Payroll System
Running Payroll
Tracking PTO & Health Benefits
Tracking & facilitating mileage and other expense reimbursements
Monthly, Quarterly & Annual Government Payroll Filings
Set up & maintenance of business organization (LLC, EIN, Operating Agreement, etc)
Maintenance of business requirements (Corporate Minutes, Annual Reporting, etc)
Set up & maintenance of banking services
A primary theme of our philosophy is seeking and attaining balance, not only professionally, but in all aspects of life. The belief that pursuing balance allows someone to excel and help control the chaos of life is fundamental here at Balanced Success Bookkeeping.
Bookkeeping, we have found, is a perfect opportunity to maintain balance and combines two of our favorite things: working with numbers and working with people. With bookkeeping, at the end of the day, everything balances.
Terry Baxter, the founder of Balanced Success Bookkeeping, LLC, earned her degree in Business Management and Accounting from Andover College in Portland, Maine. She then embarked on a successful career in retail management and eventually transitioned into becoming a Full Charge
Bookkeeper. Terry has been a Full Charge Bookkeeper and Controller for the past 30 years, both as an
employee of companies and as an independent contractor.
Through those years of experience, she has gained substantial experience with many different types of companies, both large and small.
In January of 2018, Terry formed Balanced Success Bookkeeping, LLC, to fulfill her goal of becoming an independent business owner.
Balanced Success Bookkeeping has recently expanded, adding a partnership with Full Charge Bookkeeper, Keith Baxter, who graduated from the National Association of Certified Public Bookkeepers, to help maintain and expand the services provided by the company.
Contact us to book a free consultation.
We can discuss specific rates and customized plans or just have a friendly chat about the future of your business.
