Balance Accounting & Financial Services

Cloud accounting made easy

Services

The first step to work with us is to complete our New Customer Request Form below. Once your request has been received and approved you will receive an information package with the details on next steps.

Our process:

Stage 0 - New Customer Request Form

Stage 1 - Meet and Greet Initial Call

  • Introduction to each other

  • Initial Discovery Call

  • Initial Issue Identification

  • Initial Resource Guide

Stage 2 - Understand and Observe

Stage 3 - Stabilize

Stage 4 - Plan

Stage 5 - Monitor

 

 

Who we are

 

Stacey Shrout, Owner

With 20 Years of experience working as an Accountant and a Controller, Stacey has worked with 100’s of small businesses. Stacey enjoys teaching, training and mentoring businesses to move into the cloud accounting era.

With 20 Years of experience working as an Accountant and a Controller, Stacey has worked with 100’s of small businesses. Stacey enjoys teaching, training and mentoring businesses to move into the cloud accounting era.

Laura Hart, Bookkeeping Manager

Laura brings over 20 years of detailed number crunching work to the organization.. Working in banks and Casino cash offices in the earlier part of her career, Laura has spent the last 10 years focussed on keeping our small business clients organized and on top of their bookkeeping.

Laura brings over 20 years of detailed number crunching work to the organization.. Working in banks and Casino cash offices in the earlier part of her career, Laura has spent the last 10 years focussed on keeping our small business clients organized and on top of their bookkeeping.

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New Customer Request

Name *
Name
What are your primary challenges? *
Check any that apply
Who requires financial reporting? *
Check all that apply
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