Explore Our Services
Bookkeeping Services for Wellness, Fitness, and Sports Businesses
Accurate, timely financial records you can trust. Services are offered in monthly packages and more.
Client Promise
When you work with Balance Point Bookkeeping, you get more than accurate books. You get a dedicated partner who understands your business, communicates clearly, and helps you make confident financial decisions.
We're not just tracking where you've been - we're helping you understand where you're going.
What We Offer
Our goal is to help wellness, fitness and sports businesses maintain clear financial records so you can focus on running and growing your business.
Whether you need ongoing bookkeeping support, help setting up QuickBooks, or assistance catching up on your books, we offer solutions tailored to your business.
Monthly Bookkeeping Packages
Our monthly bookkeeping services keep your financial records organized and up to date so you always have a clear understanding of how your business is performing.
Pricing depends on factors such as transaction volume, number of accounts, integrations, and overall complexity. After your consultation, you'll receive a customized proposal based on your specific needs.
Foundation
Starting at $325/month
The Foundation package is ideal for smaller businesses that need reliable monthly bookkeeping and organized financial records.
Includes:
• Monthly transaction categorization
• Bank and credit card reconciliation
• Monthly financial reports (Profit & Loss and Balance Sheet)
• QuickBooks Online management
Momentum
Starting at $475/month
Momentum is designed for growing businesses that need greater financial visibility and support as operations become more complex.
Includes everything in Foundation, plus:
• Support for integrated payment platforms (Square, Stripe, etc.)
• Enhanced financial reporting
• Periodic financial review to help you stay informed about your business performance
Performance
Starting at $850/month
The Performance package is built for established businesses that want deeper financial insights and more strategic visibility into their operations.
Includes everything in Momentum, plus:
• Advanced financial reporting
• KPI tracking and performance insights
• Priority support
**Most of our clients invest between $400 and $900 per month depending on the complexity of their business.
Additional Services
In addition to monthly bookkeeping, we offer several one-time and project-based services.
QuickBooks Online Setup
Starting your accounting system correctly is essential for accurate bookkeeping. We’ll set up QuickBooks Online to match your business structure, connect your financial accounts, and ensure everything is organized for efficient recordkeeping.
Catch-Up & Cleanup Bookkeeping
If your books have fallen behind or need correction, we can review your records, fix errors, and bring everything up to date. Once your books are clean and organized, we can transition you into ongoing monthly bookkeeping.
QuickBooks Training
Our QuickBooks training sessions help you better understand your financial data and how to navigate the parts of QuickBooks that matter most to your business. Training is customized based on your current setup and experience level.
Our Process
1
Schedule a Consultation
Start by booking a consultation so we can learn more about your business and bookkeeping needs.
2
Review your Books
We evaluate your current bookkeeping setup, transaction volume, and any integrations your business uses.
3
Receive a Custom Proposal
Based on our review, you'll receive a proposal outlining recommended services and monthly pricing.
4
Ongoing Support
Once you're onboarded, we keep your books organized and up to date each month so you can focus on running your business.
Ready for Clearer Financials?
If you're ready to simplify your bookkeeping and gain better insight into your business finances, schedule a consultation to learn how Balance Point Bookkeeping can support your business.