Balanced Bookkeeping LLC
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified (searched the state board)
- Publishes prices?
- Not stated on its website
- Local or remote?
- Local
- Software?
- QuickBooks Online, Xero
Who they say they serve: construction, law firms, nonprofits (self-reported, from the firm's own website)
2 of 5 answered from a dated source.
Documents 5 of 5 core services.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Balanced Bookkeeping LLC | home page | |
| Website | https://www.balancedbookkeepingllc.net/ | home page | |
| Office locality | Ludlow Falls, OH | /contact-us | |
| Phone | +19375523456 | home page | |
| Offers bookkeeping | Documented: Balanced Bookkeeping LLC - Virtual & In-Person Bookkeeping Bookkeeping & Financial Guidance for Businesses... | home page | |
| Monthly bookkeeping | Documented: ...stay organized, informed, and prepared for what’s next. About Us View Our Services Ongoing Bookkeeping Services Ongoing Bookkeeping Services Reliable, up-to-date financials that... | home page | 8 pts (max 8) |
| Catch-up / cleanup | Documented: ...numbers mean and use them to make informed and confident business decisions. Cleanup & Catch-Up Bookkeeping Cleanup & Catch-Up Bookkeeping Get your books back on track with clean... | home page | 5 pts (max 5) |
| AP / AR | Documented: ...they have been an absolute game-changer for our small business. Their team handles our accounts payable with precision and efficiency, ensuring all bills are paid on time and that... | home page | 4 pts (max 4) |
| Payroll coordination | Documented: ...that’s set up correctly, easy to manage, and built to help your business move forward. Payroll Processing & Support Payroll Processing & Support Through our partnership with... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...time and that vendors are happy. Every month, they deliver clear, timely, and accurate profit and loss statements and balance sheets, which help us make better decisions about... | home page | 6 pts (max 6) |
| Industries served (documented) | construction, law firms, nonprofits | /about-us/our-team | 5 pts (max 5) |
| Software supported | QuickBooks Online, Xero | home page | 5 pts (max 5) |
| Local / remote model stated | Local | home page | 3 pts (max 3) |
| What is included / excluded | Documented: ...and move forward with a clear understanding. Some of the advisory services we provide include: Budgeting: A budget is not about restriction. It is about intention. We work with you... | /services | 5 pts (max 5) |
| Onboarding described | Documented: ...excellent from start to finish. She took the time to walk me through the entire system-how it works, how to use it properly, and how to confidently enter nearly nine months’ worth... | home page | 4 pts (max 4) |
| Reporting cadence stated | Documented: ...is a Quickbooks wizard and will integrate your business to Quickbooks. They provide our monthly reports in a timely manner. They also collaborate with my accountant and payroll... | home page | 4 pts (max 4) |
| Named contact / team | Dan McMahon, President | home page | 3 pts (max 3) |
| Communication channel / process | Documented: ...Bookkeeping, you’re not relying on just one person-you’re supported by a team. A dedicated bookkeeper handles your day-to-day work, while an accounting manager provides oversight... | /about-us | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: Privacy Policy | /privacy-policy | 2 pts (max 2) |
Checked and not found
- Not verified. Searched Ohio eLicense business licences, Accountancy Board firm registrations (DataOhio) for CPA firm records named 'Balanced Bookkeeping LLC' on 2026-09-26: no matching record (State accountancy board): Active CPA firm or individual license (state board) (0 pts, max 8).
- Not documented. Checked 8 pages of the firm's own site on 2026-09-26 (Firm's own website): Pricing approach published (0 pts, max 6).
Searches that find nothing are not a mark against a firm. How we search.
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Bookkeeping designation (AIPB/NACPB) or IRS directory credential (0 pts, max 6); Entity found in the state business registry (0 pts, max 6); Years operating (registry formation date) (0 pts, max 5).
Check it yourself on the state's own records: Accountancy Board of Ohio license search and business registry search.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 20 of 22 evidenced items come from Balanced Bookkeeping LLC's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
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