Simply Balanced Bookkeeping

Bookkeeping That Grows With You

At Simply Balanced Bookkeeping, we believe your numbers should support your vision—not slow it down. Whether you’re launching your business, building momentum, or expanding your operations, our tailored bookkeeping services are designed to meet you right where you are.

Our tiered approach keeps things simple, scalable, and stress-free. From clean books and tax-ready reports to full-service financial support including payroll, invoicing, and vendor management—we handle the details so you can stay focused on your goals.

Choose the plan that fits your stage of business:

 

launch

For solopreneurs or service-based businesses who need solid, simple books to stay organized and tax-ready.

Includes:

  • Categorization of up to 100 transactions/month

  • One business bank account + one credit card

  • Monthly bank and credit card reconciliation

  • Quarterly standard financial reports (P&L, Balance Sheet)

  • Email support (48-hour response time)

  • Year-end package for tax prep

Monthly Price: $475

grow

For businesses gaining momentum and looking to improve financial clarity and reporting.


Includes:

  • Categorization of up to 250 transactions/month

  • Up to 3 bank/credit accounts

  • Monthly financial reports with monthly insights by the 25th of the month

  • Payroll processing with direct deposit and compliance reporting

  • Mid-year and year-end check in call with Accountant

  • Coordination with tax preparer (in-house or external)

  • Priority email support (24-hour response time)

Monthly Price: $625

expand

For established businesses seeking full-service bookkeeping with integrated payroll, A/P, A/R, and strategic support.

Includes:

  • Unlimited transaction volume (within reason for <$1M revenue)

  • Unlimited financial accounts + payroll journal entries

  • In-depth financial reports for finance meetings by the 10th of each month

  • Monthly strategy call

  • Accounts Payable: bill entry, due date tracking, payment workflow support

  • Accounts Receivable: invoicing, payment tracking, aging reports

  • POS/payment system integration (e.g., Stripe, Square)

  • Slack or text-based communication access

  • Tax-ready financials and CPA collaboration

Monthly Price: $950

 

Simply Balanced Payroll Services

Payroll that’s simple, accurate, and fully compliant—without the stress.

Payroll doesn’t have to be complicated. At Simply Balanced, we offer streamlined payroll services that ensure your team is paid correctly and on time, while keeping you compliant with all federal and state requirements. Whether you're paying employees or contractors, we manage the details so you can stay focused on running your business.

What's Included:

Payroll processing for up to 5 employees or contractors

  • Direct deposit or printable pay stubs

  • Automated payroll tax calculations and filings (quarterly + annual)

  • Year-end W-2 and 1099 preparation and delivery

  • State and federal payroll compliance monitoring

  • Payroll system integration

  • Payroll journal entries provided for your accountant

  • Email support for payroll questions (24–48 hr response time)

Pricing:

Starting at $150/month
Custom pricing available for teams over 5 or with additional payroll complexities.

Perfect for:

  • Business owners not ready for full-service bookkeeping

  • Clients with in-house accounting who need payroll only

  • Growing businesses looking to offload payroll tasks

Meet Jodi Heimler, your partner in financial clarity, growth, and peace of mind.