π Services with Balanced by Lori
At Balanced by Lori, my mission is simple: keep your books accurate, your numbers meaningful, and your decisions profitable. With certifications as a QuickBooks Advanced ProAdvisor and Intuit-trained Bookkeeper, I provide more than bookkeeping β I provide the financial foundation that supports smarter business.
π Accurate Recordkeeping
Every strong business begins with balanced books. I handle the details β categorizing transactions, reconciling accounts, and keeping everything audit-ready β so you can stay focused on running your business with confidence.
π‘ Financial Insights & Reporting
Numbers tell a story. I turn your monthly records into clear reports that highlight performance, track expenses, and show where your profits are strongest. The result? Information you can actually use to guide your business forward.
πΏ Profitability Tracking
Knowing your bottom line is good. Knowing why is better. I help you identify your most profitable products and services, monitor expenses, and uncover opportunities to strengthen your margins.
π Cash Flow & Budget Support
Cash flow drives every decision. I provide forecasting, budget creation, and variance tracking so you can plan with confidence and avoid surprises.
β¨ Custom packages available β from straightforward monthly recordkeeping to full financial reporting and profitability support. Letβs design the right level of service for your business.
π© [Contact Me] to get started.
π Service Packages
I design bookkeeping and reporting support that fits the stage and needs of your business. Every package is built on accurate recordkeeping β and grows with you as your business grows.
π Essential Balance (starting at $350/month)
For small businesses that need the fundamentals done right.
Monthly transaction categorization
Bank & credit card reconciliations
Basic Profit & Loss and Balance Sheet reports
Audit-ready records
π‘ Confidence your books are accurate and ready when you need them.
π Profit Focus (starting at $600/month)
For businesses ready to go beyond the numbers.
Everything in Essential Balance, plus:
Monthly reporting package with visual summaries
Expense trend tracking
Profitability snapshots (whatβs working best in your business)
Quarterly check-in to review reports together
π‘ Understand what your numbers mean β and how to act on them.
π Strategic Balance (starting at $950/month)
For owners who want financial partnership and forward planning.
Everything in Profit Focus, plus:
Cash flow forecasting & monitoring
Budget creation and variance tracking
Scenario planning (βwhat ifβ reports for decisions)
Monthly advisory call
π‘ Turn bookkeeping into a tool for decision-making, profitability, and peace of mind.
β¨ Packages can be tailored to your specific business size and goals. Contact me to build the balance thatβs right for you.π