Let's get started!
To ensure a smooth and efficient onboarding process, please provide the following information and access at your convenience:
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📅 Reporting Start Date & Cleanup Scope
The month you would like me to begin your monthly reports, along with how far back you’d like me to review and clean up your account.
📄 W-9 Form
A completed W-9 for your business.
📊 QuickBooks Online Access
Please send an Accountant Access invitation to info@balancedbooksbyjen.com.
💼 Loans & Other Business Accounts
If applicable, please ensure I have access to any loans or other business-related accounts.
💰 Payroll Information & Access
Payroll details and the appropriate level of access.
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Once these items are in place, I’ll be able to begin promptly and ensure your records are accurate and up to date. Please don’t hesitate to reach out if you have any questions—I’m happy to assist.
My Story
Balanced Books by Jen provides thoughtful, detail-oriented bookkeeping for small businesses that want clarity and peace of mind. With an educator’s heart and a love for organization, Jennifer Miller helps business owners understand their numbers—not fear them. Through accurate, organized, and judgment-free bookkeeping, clients experience a true sigh of relief knowing their books are in trusted hands. Balanced Books by Jen brings balance to your books through clarity and education, so you can make confident decisions and focus on growing your business.
Contact
How can I help?
Let's connect!​​