Business Details
14 Years
experience
Your Trusted Partner for Bookkeeping Solutions
At Simply Balanced Books, we empower small business owners to simplify their lives through expert financial management. With over 20 years of experience in QuickBooks, our team specializes in bookkeeping, payroll setup, 1099 processing, and sales tax filing. Our mission is to provide accurate financial statements and personalized support, enabling clients to focus on growing their businesses. We combine technical expertise with a commitment to client satisfaction, offering tailored solutions that ensure compliance and financial clarity. Our dedication to continuous learning and industry certifications ensures our clients receive the highest standard of service. 
Services
Bookkeeping
Payroll Setup
1099 Processing
Sales Tax Filing
Technical Support
Details
- Year established: 2012
Highlights and features
- We offer 20+ years of QuickBooks expertise for precise financial management.
- Our team provides personalized follow-up to ensure client satisfaction.
- We specialize in accurate bank reconciliation and error detection.
- We help businesses save time and money through streamlined processes.
- Our services include comprehensive sales tax filing and compliance.
What people say
Saved thousands
Peace of mind
Highly recommend
Efficient service
Expert guidance
Services
Bookkeeping
We categorize bank transactions, reconcile accounts, and generate accurate financial statements. Our service ensures businesses maintain organized records for informed decision-making. Clients benefit from error detection and time savings.
Payroll Setup
Our experts configure and maintain QuickBooks Online Payroll for seamless employee payments. We ensure compliance with tax regulations and simplify wage management. Clients save time while avoiding payroll-related penalties.
1099 Processing
We file and distribute 1099 forms to subcontractors annually. Our service guarantees legal compliance and accurate tax documentation. Clients avoid late-filing penalties and administrative burdens.
Sales Tax Filing
We handle monthly, quarterly, or annual sales tax filings and payments. Our service ensures adherence to state requirements. Clients reduce compliance risks and focus on core operations.
Technical Support
We provide guidance for QuickBooks Online users. Our support covers setup, troubleshooting, and training. Clients gain confidence in managing financial tools independently.
People
Patti Spilsbury
Founder
Patti Spilsbury, founder of Simply Balanced Books, holds advanced degrees in education and 20+ years of QuickBooks expertise. Formerly a teacher and bookkeeper for her family's tree care business, she now helps small businesses streamline finances nationwide.
Questions
What bookkeeping services do you offer?
We categorize transactions, reconcile accounts, and generate financial statements using QuickBooks Online for accurate, organized records.
How do you handle payroll setup?
We configure QuickBooks Online Payroll, ensuring compliance with tax regulations and simplifying employee payment processes.
Do you assist with 1099 filings?
Yes, we file and distribute 1099 forms annually to subcontractors, ensuring legal compliance and timely submissions.
Are sales tax filings included in your services?
Yes, we manage monthly, quarterly, or annual sales tax filings and payments to maintain state compliance.
How do you support QuickBooks users?
We provide technical support, training, and troubleshooting to help clients efficiently manage financial tools.
