Make your money work for you
“Balancebeam has significantly reduced costs and saved us countless hours on financial tasks.” 
Kelsey Willock, CEO, Aura Finance
Basic bookkeeping for early stage and small businesses
$0 - $10k
Balancebeam Basics
Dedicated bookkeeper, dashboard, Financial Insight reports, live support desk, free Quickbooks Essentials a/c
Account Connections
3 bank account and credit card connections
Integrations
1 additional integration with Quickbooks (Stripe, Gusto, and more)
Reporting
Monthly Profit and Loss statements, Balance Sheet, and Cash Flow statements
Support
Up to 1 hour/month of call support, in addition to your dedicated bookkeeper with turnaround time of 1 day
Standard Chart Of Accounts
Detailed categorization and expansion of your expenses and income
Pay and Get Paid
Make payments, send invoices, store receipts, and schedule payments from the Balancebeam software
Advanced bookkeeping support for growing businesses
$0 - $10kBalancebeam Basics
Dedicated bookkeeper, dashboard, Financial Insight reports, live support desk, free Quickbooks Essentials a/c
Account Connections
5 bank account and credit card connections
Integrations
3 additional integrations with Quickbooks (Stripe, Gusto, and more)
Reporting
Monthly P&L, Balance Sheet, and Cash Flow Statements, custom statements from your bookkeeper
Support
Upto 2 hours/month of call support, in addition to your dedicated bookkeeper with turnaround time of 1 day
Standard Chart Of Accounts
Detailed categorization and expansion of your expenses and income
Revenue Recognition
Recognition of revenue and revenue accounting, only for automated connections (already connected)
Invoicing and Accounts Receivable
Custom invoicing with collections and reporting, for automated connections (already connected via Stripe)
Custom bookkeeping support for complex businesses
$0 - $10kBalancebeam Basics
Dedicated bookkeeper, dashboard, Financial Insight reports, live support desk, free Quickbooks Essentials a/c
Account Connections
Connect any number of decided upon bank and credit card connections
Integrations
Unlimited API connections with Quickbooks
Reporting
Customized reports with account analysis, & custom statements like project tracking via your bookkeeper
Support
Upto 4 hours/month of call support, in addition to your dedicated bookkeeper with turnaround time of 1 day
Custom Chart of Accounts
Get customized Chart of Accounts per your industry from your bookkeeper
Revenue Recognition
Revenue accounting, and deferred revenue recognition for contract based revenue (SaaS/Non-SaaS)
Invoicing and Accounts Receivable
Custom invoicing with collections and reporting, for custom or manual connections
Inventory and Ecommerce
Inventory management and Ecommerce accounting via custom QB connections
| Basic | Core | Power | |
|---|---|---|---|
Balancebeam dashboard |  | | |
Pay | | | |
Get paid | | | |
Financial Reporting: Burn Rate, | | | |
| Connections | |||
Quickbooks setup | | | |
API connections (via Quickbooks) | 1 | 3 | Custom |
Bank and credit card connections | 3 | 5 | Custom |
| Support | |||
Dedicated Bookkeeper | | | |
Expert support with one | 1 hour/mo | 2 hour/mo | 4 hour/mo |
| Reporting & Accounting | |||
Customer Invoicing |  | | |
Revenue Accounting | | | |
Chart of Accounts | Standard | Standard | Custom |
Inventory and Ecommerce | | | |
Balance Sheet Reconciliation | | | |
Monthly Reports: P&L, Cash Flow, | | | |
Cash / Accrual basis accounting | | | |
The Add-On Stack
Overdue books? don’t worry. With our Catch Up bookkeeping service, sit
back and shift all your focus on growing your business
Starts at $299/mo
Income Tax
S Corp, C Corp, federal and state income
tax, franchise tax... never miss a deadline
or leave a deduction behind!
Starts at $125 /mo
Take back your time with expert
assistance so you can invoice clients and
track project profitability with ease
Starts at $150 /mo
Let your personal bookkeeper take care
of creating, sending and tracking
invoices as well as upcoming/overdue
bills
Price on Request
We handle transactions from your
ecommerce businesses on Shopify,
Amazon, Ebay, and other marketplaces
Price on Request
bookkeeper support
Get additional expert bookkeeper
support, on top of the number of hours
you get in your chosen plan
Additional $75 /hr
All your other income, now settled with Balancebeam too! Get your 1099 tax
filing sorted on time, and before any deadline
$9.99 /from
Connects with your
favorite tools
Have an existing Quickbooks account?
Sit back, and relax, we will connect it automatically to your Balancebeam account.
Your current Quickbooks a mess?
Let us take it from here. We will create a new account, and transfer everything you need.
Don’t have a Quickbooks account?
We will create a new Quickbooks account for you and connect it to your Balancebeam account.
Works seamlessly with
Quickbooks
Find out how much
you can save
$500.00