How do you determine the final price for bookkeeping?
We review the last 3 months of bank and credit card activity to gauge your transaction volume and complexity. Pricing may increase as your business grows, but we’ll always communicate changes in advance.

Can I switch packages later?
Yes! Many clients start with Bookkeeping Only and later upgrade to Bookkeeping + Tax Strategy or Fractional Controller as their needs grow.

Do you offer custom packages?
Absolutely. Every business is unique, and we can adjust services to fit your situation.

Why is tax included in a monthly fee if taxes are filed once a year?
We spread the cost across the year so you have predictable payments. Plus, we meet quarterly to review your numbers and plan ahead — so you’re not just paying for a once-a-year tax filing, but proactive tax strategy throughout the year.

Do you file both my business and personal tax returns?
Yes, if you select Bookkeeping + Tax Strategy. Your individual return will be an add-on service and the price will be determined on the complexity of your situation.

When do the quarterly tax strategy meetings happen?
Typically in April, July, September, and November/December — aligned with IRS deadlines and year-end planning.

What’s the difference between a bookkeeper and a fractional controller?
Bookkeepers handle day-to-day transaction entry. A fractional controller reviews, analyzes, and provides insights on those numbers — things like cash flow forecasting, KPI dashboards, and investor-ready reports.

Do I really need a fractional controller?
If your business is scaling, applying for loans, or attracting investors, yes. If you just need compliance and clean books, bookkeeping + tax may be enough for now.

Can I just use my CPA for this instead?
Traditional CPAs focus on compliance and filing. A fractional controller is like having a part-time financial manager in your corner — someone who gives you the insights to grow your business strategically, not just file paperwork.

How do you bill for services?
We bill monthly or quarterly depending on your package. Tax prep is built into the fee so you don’t get hit with a big surprise bill at year-end.

What if I don’t provide my documents on time?
We ask for statements by the 5th of each month (or quarter). If documents come in late, reports may be delayed — but we’ll always do our best to keep you on track.

Is there a contract or can I cancel anytime?
Our services are month-to-month with a 30-day cancellation notice, so you’re never locked in long-term.

How do you prefer to be contacted?
The best way to reach me is by email at anah@bloombalanceaccounting.com.

I check emails daily and prioritize clear and timely responses.

Do you offer phone or video calls?
Yes — we can schedule a call or Zoom when needed, but email is always the quickest way to reach me.

When can I expect a response?
I do my best to reply within 1–2 business days. For anything urgent, please note that in your email subject line.

What is the client portal and how does it work?
Our secure client portal is where you can:

• Upload and access documents safely

• E-sign engagement letters

• Pay invoices

• Track deliverables all in one place

You’ll receive an invitation to join the portal once we begin working together.