Welcome to Balanced with Care Bookkeeping LLC, an online bookkeeping firm dedicated to helping small business owners run their business more efficiently so they can focus on business development and have more free time to enjoy their success!

As a small business owner, bookkeeping probably isn't your thing. It’s more of a necessary evil. You've got other priorities, primarily a business you are passionate about, and a home life. While you want your business to thrive, . . . read more

Lisa Jones

Lack of understanding of good bookkeeping practices can dramatically impact the success of small businesses. 90% of small businesses fail within the first five years according to Forbes Magazine, often due to poor understanding of their finances.

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Why partner with an online bookkeeper?

  • By outsourcing your bookkeeping needs to Balanced with Care Bookkeeping you will free up valuable time to focus on growing your business.
  • You will avoid the expense of hiring a bookkeeper as an employee, thereby eliminating in-house salary and benefits.
  • You are ensuring that your accountant will receive your accounting records in compliance with IRS standards to review at tax time, which will ultimately save you money by reducing tax preparation fees.
  • I offer a fixed fee service with no long term contract which gives you consistency in bookkeeping costs rather than an unpredictable monthly expense based on an hourly rate.

How it Works

Five Steps to Establishing a Working Relationship with a Great Bookkeeper:


We connect over the phone or face-to-face using Skype or Facetime to get to know each other and discuss your needs. Basic questions get answered during this step.


After completing a bookkeeping evaluation I will prepare a proposal for your review. We can go over the proposal together to answer any specific questions you have at this point in the process.


Once you approve the proposal, we will come to terms by signing an engagement letter that explains the work to be done and specific pricing for your company. One important note: The engagement letter is not a long-term contract. My services are provided on a monthly basis. Either party can sever the relationship at any time with 30 days notice.


I will set up an efficient cloud-based bookkeeping system using information you provide.


By using cloud-based systems, I will stay completely up-to-date on your business' cash flow. Business transactions will be pulled in daily from your bank's feeds into a cloud-based accounting system. You'll also send/scan me copies of receipts to match/reconcile with all of your transactions to make sure everything is in order. After finalizing your books at the end of each month, I'll send you three financial statements so you have a clear picture of your company's financial status and cash flow. Then, during our monthly phone/video call we will review all financial reports and discuss any questions.

Bookkeeping Services Available

(All services are tax deductible)

Standard Package (starting at $325 per month)

  • Bookkeeping done on a monthly basis
  • Reconciliation of up to two bank accounts (up to 75 transactions)
  • Preparation of Income Statement, Balance Sheet, & Statement of Cash Flows
  • Email and phone support
  • Monthly conference to review financial statements
  • Xero or Quickbooks Online subscription

  • Add-on services to include:

  • Accounts Payable
  • Accounts Receivable
  • Historical record keeping clean-up
  • Budgeting advice
  • Cash Flow Monitoring and Analysis
  • Other services available as needed

All packages are individually tailored to suit the needs of each client.

About Lisa

Lisa and BryanI worked my way through college here in the Washington, DC area as a part-time bank teller. I loved the challenge of balancing to the penny every day. Then as a new wife and mom, I worked in the accounting department of a local bank, eventually becoming Accounting Manager and getting to see the big picture of the bank’s financial statements. I acted as liason between the bank and its accounting firm. Being the person who answered all of the audit questions taught me things about finance that I never learned in college!

Then I had this crazy idea to become a high school mathematics teacher. I spent the last 20 years working with students to help them develop a passion for learning and encouraging them to dig deep to find the best way to efficiently and effectively solve problems.

I am also an avid marathon runner who is dedicated to staying healthy and fit. Running has definitely taught me how to persevere when the going gets tough.

I am excited to combine these life experiences to help small businesses experience the awesome freedom of a healthy work/life balance that I am now enjoying as a retired teacher and grandma of three!

If you are interested in passing some of the burden of running your successful business to someone who wants to partner with you to establish accurate, efficient, understandable bookkeeping practices, please contact me to set up a free consultation or to just have a phone conversation to learn more.

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Get in Touch

Please contact me with any questions or to schedule a free consultation.

Balanced with Care Bookkeeping, LLC

Lisa Jones, Owner
(540) 699-0525

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