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Bookkeeping for Small Businesses

A Clean Ledger Your Accountant Will Thank You For.

The Balance takes the statements you already have, helps you categorize what is on them, and hands your CPA a tidy export instead of a shoebox.

Start Free — 14 Days →
You will not be charged until your trial ends · Cancel anytime
✓ Import bank statements✓ Fast categorization✓ Flag questions for your CPA✓ Clean export✓ Built for small businesses
🎉 FREE 14-DAY TRIAL · FULL ACCESS FROM DAY ONE
Why It Works

Built Different. Built for You.

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An Evening, Not a Weekend
Import, categorize, export. The Balance is deliberately small — it does the bookkeeping step and gets out of the way.
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Stop Guessing
Anything you cannot categorize gets flagged rather than forced into the wrong bucket, and goes to your CPA as an open question.
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Your Accountant Still Does the Accounting
This is not a replacement for your CPA. It is the prep work you were doing badly in a spreadsheet.
The Toolkit

Every Tool You Need. Nothing You Don't.

4 purpose-built tools that work together out of the box.

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Import
Bring in bank and card statements and turn them into transactions you can work through.
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Categories
Assign transactions to categories that match how your business actually spends.
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CPA Questions
Flag anything you are unsure about so it reaches your accountant as a question, not a guess.
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Export
Hand your accountant a clean ledger in the format they asked for, at the end of the period.

Ready to Get Started?

Try The Balance free for 14 days. Full access. You will not be charged until your trial ends.

Start Your Free Trial →
14 days free · No charge until trial ends · Cancel anytime