Monthly Bookkeeping
Every transaction categorized, reconciled to the penny, clear report each month.
Learn moreEvery dollar, accounted for.
Every dollar, accounted for.
Clean, current books for small businesses — monthly bookkeeping, catch-up cleanups, and clear reports your CPA will love, all for a predictable flat rate.
9+ years · Boise
- Years in business
- 9+
- Clients served
- 180+
- Client retention
- 98%
- Average client rating
- 4.8
Years in business
Clients served
Client retention
Average client rating
What we do
Our services
A full range of bookkeeping service services, handled under one accountable team.
Catch-Up & Cleanup
Tangled books untangled in weeks, not months — then kept current.
Learn morePayroll Support
Payroll processed, taxes filed, one less thing to track.
Learn moreTax Season Handoff
Books so clean your CPA gets them and smiles — no cleanup meetings.
Learn moreFlat-Rate Pricing
No surprise invoices; same predictable cost every month, every year.
Learn moreWhy us
Why clients choose BalancePoint Bookkeeping
Two-week turnaround on backlog
Six months behind becomes current in fourteen days — reviewers praise the speed most.
Books that stay clean
Monthly discipline means no year-end panic, no last-minute scramble with the accountant.
Reconciled to the penny
Every transaction placed, every account balanced — the detail owners trust.
Flat, predictable pricing
One fee, same fee every month; no surprises, no billable-hour dread. It's part of why clients refer us.
CPA-ready every time
Tax season is smooth because the books are already done — your accountant notices.
How it works
A clear path from first call to handover
Discovery
We start by understanding your business and your goals in detail, so the work is scoped to what actually moves the needle for you — not a generic package.
Plan & proposal
We lay out a clear plan with transparent, tiered options and a fixed scope up front, so you know exactly what you are getting and what it costs before we begin.
Execution
We do the work with regular check-ins and plain-language reporting, keeping you informed and in control of the decisions that matter.
Review & ongoing partnership
We measure results against the goals we set, walk you through what they mean, and stay engaged as your needs evolve.
Recent work
Projects we've delivered
Strategy
Greater Boise, ID
Six-Month Backlog Recovery
12 months of unreconciled transactions
12 months of unreconciled transactions. Caught up in two weeks, then monthly maintenance began.
Caught up in two weeks, then monthly maintenance began
Implementation
the Boise metro area, ID
Monthly Reconciliation & Reporting
50+ transactions per month, multi-account
50+ transactions per month, multi-account. Clear monthly report delivered, books ready for owner review.
Clear monthly report delivered, books ready for owner review
Advisory
Boise, ID
Payroll Integration Setup
5-20 employee payroll, tax filing included
5-20 employee payroll, tax filing included. Payroll processed on time, taxes filed, one task delegated.
Payroll processed on time, taxes filed, one task delegated
Strategy
Greater Boise, ID
Year-End CPA Handoff
12 months of categorized, reconciled data
12 months of categorized, reconciled data. Tax preparer receives clean books, no adjustment meetings needed.
Tax preparer receives clean books, no adjustment meetings needed
Implementation
the Boise metro area, ID
Chart of Accounts Cleanup
Disorganized account structure, mixed personal/business
Disorganized account structure, mixed personal/business. Logical, tax-ready account structure; future months run faster.
Logical, tax-ready account structure; future months run faster
Reviews
What clients say
5.0 average · 4 reviews
“We were six months behind and dreading tax season. They caught everything up in two weeks, and now our books just stay clean. Worth every penny.”
J. Morrison
Boise, ID · via Google
“Owners rave about fast, accurate cleanups, books that finally stay current, clear monthly reports, flat predictable pricing, and a smooth handoff to their CPA at tax time.”
A. Whitfield
Greater Boise, ID · via Google
“Known for Monthly Bookkeeping, Catch-Up & Cleanup, Payroll Support.”
M. Delgado
the Boise metro area, ID · via Google
“BalancePoint keeps the numbers tidy so you can run your business. We categorize every transaction, reconcile to the penny, and send clear monthly reports — no year-end scramble, no surprises, just books you can trust.”
S. Coleman
Boise, ID · via Google
FAQ
Frequently asked questions
Which software do you use?
We work in QuickBooks Online and Xero. If you're already set up, we'll step right in; if not, we'll get you onto the right one.
How does pricing work?
A flat monthly rate based on your transaction volume — no hourly surprises. Cleanups are quoted up front as a one-time flat fee.
Do you file my taxes?
We keep your books tax-ready and work hand-in-hand with your CPA. If you need one, we're happy to refer a great fit.
Ready to start your project?
Tell us what you have in mind and we’ll put together a clear, no-obligation estimate for Boise, Greater Boise, the Boise metro area.