Let's get started!
​The following information will be required to get started:
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The month you would like me to start with the monthly reports and how far back you want me to go to clean up your account
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W9 for your business
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Access to all bank accounts/credit cards to see activity, checks, and statements
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Quickbooks Online account –Send "Accountant Access" invitation to info@balancedbooksbyjen.com
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If any loans or other business activities exist, please ensure I have access to them as well
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Payroll info and access
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The expected turn-around time for the one-time setup fee will be confirmed within 48 hours.
My Story
As a proud alumnus of San Diego State University and a dedicated former teacher and principal, I have called San Diego home since 1994, after relocating from the East Coast due to family military commitments. My journey has led me through ventures in organization and business growth, including roles as a former business owner and realtor. One of the most rewarding aspects of my career has been the opportunity to analyze monthly and annual reports, identifying areas for improvement and growth. I understand how challenging it can be to see the bigger picture with the demands of a business or a busy household, and I am here to help you navigate those complexities!