BalanceMonkey provides the peace of mind you need.

BalanceMonkey incorporates the technology and the professional service needed to run your business financials in a simple, compliant and tax efficient manner.

All of our Accounts Executives are Certified Quickbooks Online ProAdvisors, giving them knowledge to handle your needs.


We take care of your financials



Reconcile every income and expense from your banks, credit cards and other financial accounts. 

Expense Classification

Expense Classification

Classify every expense correctly according to your profession and business entity. 

Live Financial Reports

Live Financial Reports

Your profit & loss, balance sheet and year-to-date comparison are available at anytime.


Many self-employed are better off on a payroll. If applicable, we will take care of it, including all payments, deductions and filings.

We keep your business tax compliant

1099 forms

1099 Forms

Submitted to the IRS and mailed to each of your vendors and service providers.

Business tax filing

Business Tax Filing

City/state tax and federal business tax (Schedule C, 1065, 1120S and K-1) are prepared and submitted.

year end readiness

Year-end readiness

Avoid last minute crunching.
All your statements and forms, (including K-1) are ready for your own personal tax return. 


How much does BalanceMonkey cost?

. Basic Bookkeeping
Tax Compliance
Tax & Beyond
Personal Account Manager
Quickbooks Subscription
Receipt Storage (HubDoc)
Real-Time Transaction Processing
Account Reconciliation
Payroll Processing
1099 Tracking & Distribution
Excise Tax Filing
1065 or 1120S business filing
Retirement Planning Assistance
Health Insurance Management

Our Software Partners

Any questions?
Contact us to see if BalanceMonkey fits your business.