Simply Balanced Bookkeeping

Simply Balanced Bookkeeping Giving service-based small business owners like you peace of mind by lifting the accounting burden. What stress and frustration can we take off your shoulders?

We provide bookkeeping and payroll services and specialize in QuickBooks Online.

Here at Simply Balanced Bookkeeping, we would like to wish everyone a Happy Thanksgiving. We are so grateful for your su...
11/25/2021

Here at Simply Balanced Bookkeeping, we would like to wish everyone a Happy Thanksgiving. We are so grateful for your support. May your day be filled with happiness, peace, good food and fellowship with loved ones.

πŸ‡ΊπŸ‡Έ All gave some. Some gave all. πŸ‡ΊπŸ‡Έβ€’β€’Today we remember those who paid the ultimate sacrifice with their lives serving an...
05/31/2021

πŸ‡ΊπŸ‡Έ All gave some. Some gave all. πŸ‡ΊπŸ‡Έ
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Today we remember those who paid the ultimate sacrifice with their lives serving and fighting for our great country.
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2020. What.A.Year. It may have been a crazy ride, but we made it to the end. We made it!! If I could sum up the year in ...
01/01/2021

2020. What.A.Year. It may have been a crazy ride, but we made it to the end. We made it!! If I could sum up the year in one word, it would be THANKFUL.
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I am thankful for YOU, for supporting my page.
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I am thankful for each of my clients, for trusting me to help with their accounting needs.
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I am thankful for the opportunity to start a business during a global pandemic.
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I am thankful for my friends and family who have provided love and support to me from Day 1.
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I am thankful for the relationships I have built with other bookkeepers and CPA's this year.

I cannot say you will be missed, but thanks for the memories 2020. Here's to a year of new beginnings and new blessings. Bring on 2β€’0β€’2β€’1!! Happy New Year!!

We are so thankful for YOU!  Happy Thanksgiving from our family to yours.
11/26/2020

We are so thankful for YOU! Happy Thanksgiving from our family to yours.

11/13/2020

Are any of your employees considering updating their Federal W-4 Form? Here is a link that hourly employees can use to see how their payroll taxes will be affected if they update to the 2020 W-4 Federal Form.
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https://www.adp.com/resources/tools/calculators/hourly-paycheck-calculator.aspx
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Many employees are still using the 2019 W-4 form (which is completely fine as long as they were hired before January 1, 2020), but just remember once an employee moves from the 2019 W-4 Form to the 2020 W-4 Form, they cannot go back.

Need help organizing your receipts? We make that easy peasy for our clients. Simply download Dropbox on your phone (it's...
11/12/2020

Need help organizing your receipts?
We make that easy peasy for our clients. Simply download Dropbox on your phone (it's free!), snap a picture every time you swipe your business card and then leave it to us to attach each receipt to the corresponding transaction in QBO! (Hint: You can do also do this with invoices and checks written πŸ˜‰)
What are the benefits?
βš–οΈ Electronic storage of receipts preserves the original image (as original receipts fade over time)
βš–οΈ Transactions are audit-ready with proof of receipt attached
βš–οΈ You have PEACE OF MIND by simply snapping a pic. We've got the rest covered!

Today, we honor the selfless and courageous men and women who have served our great country to give us the freedom we ha...
11/11/2020

Today, we honor the selfless and courageous men and women who have served our great country to give us the freedom we have today. Thank you for your service πŸ‡ΊπŸ‡Έ

Our Diagnostic Review service is a tool to get you back on the path to success.  We take a deep dive into your books and...
11/10/2020

Our Diagnostic Review service is a tool to get you back on the path to success. We take a deep dive into your books and provide a detailed Summary Report of our findings and suggestions. It's a tool that brings great VALUE to your business and peace of mind moving forward. For more info, visit www.simplybalancedbookkeeping.com/cleanup.

A client e-mailed me last week and said he was reviewing his Accounts Receivable Aging Summary Report and noticed that t...
11/06/2020

A client e-mailed me last week and said he was reviewing his Accounts Receivable Aging Summary Report and noticed that the balance for one of his customers was off. I am so proud of them for reviewing this report on a regular basis so that we could fix the issue promptly. πŸ‘πŸ˜

πŸ“’ Have you heard??? πŸ“’If you're used to filing the form 1099-MISC for contractors (for non-employee compensation), there'...
11/05/2020

πŸ“’ Have you heard??? πŸ“’
If you're used to filing the form 1099-MISC for contractors (for non-employee compensation), there's a change you need to be aware of for 2020. You will now be required to report non-employee compensation on form 1099-NEC instead.

For years, businesses used Form 1099-MISC to report calendar-year payments exceeding $600 to individuals who performed business services. These include vendors, independent contractors, freelancers, and consultants.

Today is  !  It's so important to practice self-care on a daily basis.  Here are four tips to help you de-stress!  If bo...
11/04/2020

Today is ! It's so important to practice self-care on a daily basis. Here are four tips to help you de-stress! If bookkeeping adds to your stress level, we can take that burden away and replace it with peace of mind πŸ€“

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Charlotte, NC

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