Bookkeeping and advisory you can trust
Accurate bookkeeping, advice you can trust.
Helping small businesses in Charlotte and across the country keep clean books, stay compliant, and make confident financial decisions with clear, dependable support.
Simple Pricing
Simple, transparent monthly pricing. No hourly surprises.
1) Starter Books – $250/month
For solo owners and very small businesses.
Up to 2 bank/credit card accounts
Up to 100 transactions per month
Monthly categorizing and reconciliations
Basic Profit & Loss and Balance Sheet
Email support within 2 business days
2) Steady Balance – $450/month
For growing small businesses that need regular insight.
Up to 4 bank/credit card accounts
Up to 300 transactions per month
Monthly categorizing and reconciliations
Monthly financial statements + simple cash flow report
Quarterly review call (30 minutes)
Email support within 1 business day
3) Advisory Plus – $750/month
For businesses that want ongoing advisory support.
Up to 6 bank/credit card accounts
Up to 500 transactions per month
Everything in Steady Balance, plus:
Accounts receivable and payable management (basic)
Monthly review call (45 minutes)
Budget vs. actuals report
Simple Optional Add-ons
Cleanup & Catch‑Up Projects
Priced separately, e.g., starting at $500 for past-year cleanup, quoted after a quick review.
Payroll Coordination
Add $100–$200/month depending on volume, using a payroll partner.
Not sure which plan fits? We’ll recommend the right package in your free consultation.
Frequently asked questions
1. What does Bean & Balance Advisory do?
We provide monthly bookkeeping, cleanup and catch‑up work, and light advisory support so small business owners always know where their money is going.
2. Who do you work with?
We primarily serve solo owners and small businesses that want clean, accurate books but don’t need a full‑time in‑house accountant.
3. Do you offer tax preparation?
We do not file tax returns, but we prepare and organize your books so your tax preparer or CPA can file quickly and accurately.
4. How is your pricing structured?
We use simple, flat monthly packages—Starter, Steady Balance, and Advisory Plus—so you know exactly what you’ll pay each month with no hourly surprises.
5. What’s included in the monthly bookkeeping packages?
Each package includes transaction categorization, bank and credit card reconciliations, monthly financial statements, and email support, with higher tiers adding more accounts, more volume, and review calls.
6. How do I know which package is right for my business?
During a free consultation, we review your accounts, transaction volume, and needs, then recommend the package that fits best.
7. Can you help if my books are behind or messy?
Yes. We offer one‑time cleanup and catch‑up projects to fix past errors and bring your books up to date, then move you into an ongoing monthly plan.
8. What software do you use?
We primarily use QuickBooks Online and secure cloud tools for document sharing and communication.
9. Do you work with clients only in Charlotte?
We’re based in Charlotte, NC, but we can work remotely with clients in other locations using cloud accounting tools and virtual meetings.
10. Are you a CPA firm?
Bean & Balance Advisory is a bookkeeping and advisory business, not a CPA firm. We focus on day‑to‑day books and partner with your CPA or tax professional as needed.
11. How do we get started?
You can schedule a free consultation from the website. We’ll discuss your business, review your current books, and outline next steps and pricing before you decide.
12. How long does onboarding take?
For most small businesses, onboarding takes about 1–2 weeks from the time we receive access to your accounts and prior records.
13. How do you protect my financial information?
We use reputable, encrypted cloud accounting software and secure document-sharing tools, and we follow best practices for passwords and access controls.
14. Do you require a long‑term contract?
No. Our services are month‑to‑month. We ask for 30 days’ notice if you decide to pause or end services.
15. Can you coordinate with my existing CPA or tax preparer?
Yes. We are happy to work directly with your CPA or tax preparer so your books and tax filings stay aligned.
Do you offer custom service plans?
Don’t see the right fit? We also create custom plans for businesses with unique needs. Tell us what you need during your free consultation, and we’ll design a tailored package with a simple flat monthly price.