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How It Works

So, HOW do we help our clients to never worry about bookkeeping again? It's done through our proprietary 3-step system:

Step 1:

ANALYZE

First, we work with our clients to clarify their goals. We do a deep dive analysis of where they are now with their money. Only when there is complete clarity for them and for us do we move on to...

Step 2:

CUSTOMIZE

Next, we get busy creating custom bookkeeping to fulfill our clients' goals. This includes creating financial reporting that is: a) specific to their industry, b) simple to understand and c) helps us all to see how we can...

Step 3:

OPTIMIZE

Bookkeeping is historical. Optimization means that we study the past to affect positive change on future finances. This is us helping our clients to meet and exceed their goals. This requires ever-changing plans for them to thrive.

Hear From Our Clients

It is a pleasure working with a professional who is committed to your success. I could not recommend Balance Your Books more. Wish we would have found you sooner...A++++

Manuel Rodriguez

President

Purvi has cleaned up our books and has helped us organize and mainstream our accounting process. She makes herself available and has been a valuable part of our team.

Carla Hightower

President

I am the owner of a small roofing business. After 2 years of trying to do my own bookkeeping by my self, I realized I was spending too much time crunching numbers and not enough time growing my business. Purvi helped me catch up and clean up on my finance and taken those burdens off my shoulder- I am very happy about that, and now I can concentrate on building my business again.

Benjamin

Owner

Purvi Shah at Balance Your Books LLC has been a lifesaver for a my family member's business that had found itself behind on their bookkeeping. She took on a huge project covering multiple years, with a lot unknown and incomplete. She worked with a novice ( me ) in the area of business operations in order to get this business' books back on track. She has been extremely thorough, professional, quick moving, organized, communicative and most of all, very kind helping me work through all of these challenges. I cannot recommend Purvi and Balance Your Books LLC enough. Reach out, you won't regret it.

Chrissy Stripling

President

Why Balance Your Books?

Balance Your Books LLC started as a dream - one person’s wish to give back to the community.

When Purvi Shah owned her own small sandwich shop business, she was able to identify the unique needs of small business owners. She went through the everyday struggles of owning her own company, and the joy and fulfillment that comes with it.

She was able to combine her fifteen years of bookkeeping experience in all fields, from retail to food to construction, with the experience of owning a company.

Balance your Books LLC is the product, the crossover of these fields. It is a way for her to use what she learned to give back to the community by helping small businesses and start-up owners with their bookkeeping needs.

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