Balanced to a T Bookkeeping

$50/hour

estimated price

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Accounting needs

Responds in about 4 hours

Introduction

Hello! I’m Tanya, the founder and owner of Balanced to a T Bookkeeping, where I serve as a virtual bookkeeper. I’m passionate about helping entrepreneurs expand their businesses and grow their wealth through organized, accurate bookkeeping and payroll services. I became a QuickBooks ProAdvisor in February 2019 and am currently working towards my Advanced certification. I’m also certified in Gusto Payroll and Avalara sales tax software. My mission is to collaborate with clients to assess their financial situation and create strategies for long-term success. I aim to provide peace of mind, knowing your finances are in good hands. Whatever your business needs to stay financially on track, I’m here to help. Originally from Lee’s Summit, MO, I’ve been rooted in this community since 1985. After spending over 20 years in healthcare, I decided to shift my career and focus on helping others through bookkeeping. I enjoy spending time outdoors, making memories with family, and tackling number games. Let’s work together so you can focus on growing your business while we manage the bookkeeping!

Overview

Hired 6 times

Serves Lees Summit, MO

Background checked

1 employee

5 years in business

Business hours

This pro hasn't listed their business hours.

Payment methods

This pro accepts payments via Check and Credit card.

Social media

Facebook, Instagram

Featured Projects

10 photos

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Reviews

Customers rated this pro highly for work quality, responsiveness, and professionalism.

Good 4.4

8 reviews

5

75%

4

13%

3

0%

2

0%

1

12%

Read reviews that mention:

Tyler L.

Aug 3, 2024

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Hired on Thumbtack

it’s a bad company to go to. I told her if she continues to commit fraud, I will report her to the FTC and the future clients I prefer HRBlock go instead this company is crap

Balanced to a T Bookkeeping's reply

Hi Tyler, I wanted to clarify that I haven't had any prior contact with you regarding my services, so I'm not sure how you arrived at that conclusion. If there's been a misunderstanding, please let me know!"

Accounting

Lana b.

Jan 17, 2022

·

Hired on Thumbtack

When given an individualized request she’d never done before, Tanya was able to figure out a way to tackle the impossible for me. With excellent communication, we were able to work together to come up with the end result that I needed. I would absolutely recommend her.

Accounting

Dave H.

Sep 12, 2020

·

Hired on Thumbtack

Tanya at To a T Bookkeeping is a God-send.We love her desire to help and her promptness in handling our bookkeeping needs.Her dedication is unmatchable.

Accounting

Kimberly B.

Jun 5, 2020

She works so hard for her clients. Very professional and very accurate in her work. Super nice and extremely easy to work with. You never have to chase her down to get help. 10/10 in satisfaction

Becky K.

May 31, 2020

Tanya is amazing. She helped me clean up huge mess and now I know with her behind be, I can do anything. Her work is second to none. She responded right away every time and always professional in our communications. If you choice Balance to a T you will not be disappointed!

Credentials

Background Check

Tanya Peterson

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
I have package pricing for monthly services. I can customize packages to fit the clients needs. I also charge hourly for clean up work work, catch up work and Quickbooks set-up. If a package is not suitable for your needs I will charge you hourly.
What is your typical process for working with a new customer?
My process is to schedule a consultation either via phone call or zoom. We will go over specific details of your needs, wants and must haves to make sure your bookkeeping is done accurately. Then we will discuss rates and which package fits your needs your needs or if I charge your hourly. Once we figure out all the details I will send you an engagement letter, invoice or monthly bank draft form. Once I receive them back signed and receive payment I can get to work on your books.
What education and/or training do you have that relates to your work?
I am a Certified Pro-Advisor for Quickbooks.

Balanced to a T Bookkeeping

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