Virtual bookkeeping for U.S. small businesses
Balanced books,
every month.
We reconcile your bank and credit card accounts, categorize every transaction, close your books each month, and deliver a P&L and balance sheet you can actually rely on.
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Operating checking
Reconciled to statement
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Business credit card
Reconciled to statement
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Stripe payouts
Grossed up · fees split out
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Uncategorized
0 items remaining
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Unusual transactions
2 flagged for your review
Delivered
Profit & Loss
Delivered
Balance Sheet
Services
Everything your books need, every month
Pick the pieces you need or hand us the whole monthly close. Every engagement is built on reconciled, reviewed books.
How it works
A simple, repeatable monthly process
Get started in a few steps, then keep the same routine every month.
- 01
Free consultation
We learn about your business, accounts, software, and where your books stand today.
- 02
Secure onboarding
You grant accountant access to your accounting software and read-only access to statements. No shared passwords.
- 03
Catch-up & cleanup
If your books are behind, we bring them current and reconcile every account to a verified starting point.
- 04
Monthly close
Each month we categorize, reconcile, review unusual items, and close the period.
- 05
Reports & answers
You receive your P&L and balance sheet with plain-English notes, and can ask us questions anytime.
Why Pure Balance
Bookkeeping that holds up to a closer look
Anyone can push transactions into categories. We reconcile, review, and explain — so your numbers are ready for lenders, tax season, and big decisions.
Accuracy first
Every account reconciled to its statement. If it doesn’t tie out, we keep looking.
Plain English
Reports and answers you can understand without an accounting degree.
Consistency
The same close checklist every month, so nothing slips through.
Your data, your file
We work in your accounting software. You always own your books.
Industries
Built around how your business gets paid
Every industry has its own bookkeeping quirks. We know where the problems hide.
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Contractors & Trades
Job-level clarity for builders, remodelers, and trades — materials, subcontractors, and equipment tracked right.
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E-commerce
Shopify, Amazon, Etsy, and Stripe payouts grossed up so you see real revenue, fees, and refunds.
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Professional Services
Clean books for consultants, agencies, and practices — so you can focus on clients, not receipts.
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Restaurants & Hospitality
Daily sales, card processing, food costs, and vendor payments reconciled so margins stay visible.
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Real Estate Investors
Rental income, mortgages, repairs, and property-level reporting kept clean for you and your CPA.
FAQ
Questions, answered
Free consultation
Let’s get your books in balance
Tell us a little about your business. We’ll follow up to schedule a short call, then send a fixed monthly quote.
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Quick response
We reply within one business day.
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No passwords needed
We never ask for your bank login. Access is granted through your accounting software.
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Prefer email?
hello@purebalancefinancials.com