Bookkeeping in the Cloud


Call it what you will, BalanceWise Bookkeeping Virtual/Remote/Cloud accounting solution provides business owners with the flexibility they need in today’s fast-paced world.

Leverage the Power of Bookkeeping in the Cloud: 

- On-time monthly financial reports

- Electronic master document file system

- Flat rate billing

- Access to your financial records 24/7

- No software upgrades or maintenance

How our Process Works

Our first phase is a diagnostic analysis of your current system. This includes a thorough review of the existing database and systems which are currently in place to process your financial information. Understanding your business is critical to our setting up the best system for you.


Should you choose to proceed, we'll set you up with an electronic filing system customized to the specific needs of your business. As new paperwork comes across your desk, simply save to a file folder. All it takes is a few minutes each day. If you prefer a paperless option, documents can be scanned and electronically uploaded via Hubdoc to a confidential account designated just for you. 


At the end of the year, you'll have accurate, organized records for your CPA. If your CPA has any questions about your books, we are always here to assist. Our job is to reduce your accounting costs by minimizing year end adjustment entries generated by your CPA. 


Bank-Level Security for Your Data

BalanceWise Bookkeeping ensures the transition of your bookkeeping to the cloud is smooth and painless. The transfer of your data is straightforward and secure. 


With your financial records stored digitally, it is vitally important that we back up your data. BalanceWise Bookkeeping uses a remote backup service to maintain a copy of your files at a remote (off-site) location. These scheduled backups run automatically each day during off-business hours to keep your data safe and secure.



What is cloud security?

Cloud security is a service that delivers a lot of the same functions as conventional IT security, including protection of information.


IT Savings

Businesses that move to the cloud can immediately realize considerable savings:


·       Hardware & software expenditures are cut dramatically

·       Fewer IT staff/resources are needed for maintenance

Follow Up & Support

Understanding financial reports and the information they impart is fundamental to the success of any business. At BalanceWise Bookkeeping we take the time to explain financial terms and figures, as well as identify specifics critical to the health of your business. 


Call (714) 602-9384 Office or (657) 888-3618 Mobile for a FREE Consultation!


Lighting the Path to Positive Financial Change