Business Details
7 Years
experience
Virtual Bookkeeping Services for Growing Businesses
Balanced to a T Bookkeeping was founded on the belief that small business owners deserve clarity and confidence in their financial operations. With over 20 years of experience in healthcare and a QuickBooks Pro-Advisor certification since 2019, our founder Tanya Peterson transitioned her expertise to empower entrepreneurs through precise bookkeeping and strategic financial guidance. We specialize in virtual bookkeeping services tailored to businesses nationwide, offering scalable solutions from basic financial tracking to comprehensive tax planning. Our team includes CPAs, legal professionals, and certified experts who collaborate to ensure compliance, optimize payroll processes, and implement innovative tax strategies. By leveraging tools like QuickBooks Online, Gusto Payroll, and Avalara Sales Tax Software, we deliver efficient, secure financial management while maintaining strict confidentiality.Clients benefit from reduced payroll costs, organized tax preparation, and real-time financial insights that enable informed decision-making. Our commitment to responsiveness ensures clients receive timely support, with a 24-hour response guarantee during standard business hours. We pride ourselves on building long-term partnerships that foster business growth and personal financial success for our clients. Whether you need full-service bookkeeping or targeted training, our flexible, contract-free approach adapts to your unique needs. Let us handle your financial foundation so you can focus on expanding your business with confidence.
Services
Bookkeeping Services
Payroll Processing
Tax Planning
QuickBooks Training
Financial Reporting
Sales Tax Filing
Job Costing
Invoice Management
Bill Payment
Strategy Sessions
Details
- Year established: 2019
Highlights and features
- We offer 24/7 personalized customer support with 24-hour response guarantees during business hours
- Our team consists of certified experts with extensive experience in QuickBooks, Gusto, and Avalara
- We implement Profit First Method and creative tax strategies for financial optimization
- We provide 30% discounted QuickBooks Online subscriptions for new clients
- Our virtual services reduce payroll costs by eliminating the need for internal accounting staff
Associations and certifications
- QuickBooks Pro-Advisor
- Gusto Certified Partner
- Avalara Sales Tax Certified
Services
Bookkeeping Services
We provide comprehensive bookkeeping services that track income and expenses, generate monthly financial statements, and maintain organized records. Our virtual team ensures accurate data entry, bank reconciliation, and real-time financial insights. Clients receive Balance Sheets and Profit & Loss statements to support strategic decision-making and tax preparation.
Payroll Processing
Our payroll services include employee payment processing, tax withholding calculations, and compliance reporting. We integrate with Gusto software to handle direct deposits, tax filings, and year-end W-2/1099 forms. This ensures timely payments while maintaining adherence to federal and state regulations, reducing administrative burdens for business owners.
Tax Planning
We offer proactive tax planning to minimize liabilities and maximize refunds through strategic deductions. Our services include quarterly tax estimates, compliance filings, and year-end preparation for both business and personal returns. Certified professionals ensure accurate reporting while identifying opportunities for tax savings and financial optimization.
QuickBooks Training
Our QuickBooks Online training covers setup, transaction recording, and reporting tools. Clients learn to navigate the platform effectively through virtual sessions. We provide 2-hour training packages and discounted subscriptions while ensuring proper implementation of accounting methods like accrual basis and class tracking for detailed financial analysis.
Strategy Sessions
Monthly strategy sessions help clients analyze financial performance, address operational challenges, and plan growth initiatives. These sessions include job costing analysis, cash flow management, and implementation of Profit First Methodology. We provide actionable insights to improve profitability and long-term business sustainability through data-driven financial guidance.
People
Tanya Peterson
Founder & Virtual Bookkeeper
Tanya Peterson founded Balanced to a T Bookkeeping in 2019 after a 20-year healthcare career. Certified in QuickBooks, Gusto, and Avalara, she specializes in virtual financial solutions for small businesses. Her mission focuses on empowering entrepreneurs through organized bookkeeping and strategic financial guidance.
Questions
What bookkeeping services do you offer?
We offer monthly, quarterly, and annual bookkeeping packages with pricing from $97-$997/month. Services include financial reporting, payroll processing, tax planning, invoice management, and job costing analysis.
Do you provide QuickBooks support?
Yes, we offer QuickBooks Online setup, training, and troubleshooting. We provide 30% discounted subscriptions for new clients and support versions Essentials, Plus, and Advanced.
How do you ensure data security?
We maintain strict confidentiality protocols and use secure cloud-based systems. Our team follows accounting ethics standards and implements read-only bank access to protect client financial information.
Are there contract requirements?
No contracts are required. We operate on a month-to-month basis with 30-day cancellation notice. There are no partial month refunds for cancellations.
What areas do you serve?
We provide virtual bookkeeping services nationwide across all 50 states. Our physical office is located in Lees Summit, Missouri.
How quickly do you respond to inquiries?
We guarantee responses within 24 hours during standard business hours (M-F 8-5). Emergency support is available through our team's flexible scheduling.
