Attention: Business Owners
Never Worry About Your Bookkeeping Again
21st-Century Bookkeeping for Small Businesses
How It Works
So, HOW do we help you to never worry about bookkeeping again? It's done through our proprietary 3-step system:
Step 1:
ANALYZE
First, we work with you to clarify your goals. Next, we do a deep dive analysis of where you are now with your practice finances. Only when this is complete and there is complete clarity for you and for us do we move onto...
Step 2:
CUSTOMIZE
Next, we get busy creating custom bookkeeping to fulfill your goals. This includes creating financial reporting that is: a) specific to the your industry, b) simple to understand and c) helps us all to see how we can...
Step 3:
OPTIMIZE
Bookkeeping is historical. Optimization means that we study the past to affect positive change on future finances. This is us helping you to meet and exceed your income goals. This requires ever-changing plans for you to thrive.
Hear From Our Clients
Purvi has cleaned up our books and has helped us organize and mainstream our accounting process. She makes herself available and has been a valuable part of our team..
Carla Hightower
President
I am the owner of a small roofing business. After 2 years of trying to do my own bookkeeping by my self, I realized I was spending too much time crunching numbers and not enough time growing my business. Purvi helped me catch up and clean up on my finance and taken those burdens off my shoulder- I am very happy about that, and now I can concentrate on building my business again.
Benjamin
Owner
Why Balance Your Books?
Balance Your Books LLC started as a dream - one person’s wish to give back to the community.
When Purvi Shah owned her own small sandwich shop business, she was able to identify the unique needs of small business owners. She went through the everyday struggles of owning her own company, and the joy and fulfillment that comes with it.
She was able to combine her fifteen years of bookkeeping experience in all fields, from retail to food to construction, with the experience of owning a company.
Balance your Books LLC is the product, the crossover of these fields. It is a way for her to use what she learned to give back to the community by helping small businesses and start-up owners with their bookkeeping needs.
Select a Time to Chat With Me Now:
Turns your bookkeeping nightmare into a dream
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