services
What We Do
A dedicated team member who has your back, simplifies the numbers into actionable insights, and makes money fun again? THIS is the future of financial services.
Wherever you are starting — running a $100K business or a $10M business — if your numbers feel overwhelming, a happier future IS possible. It’s waiting for you on the other side of organized books, clear data, and a financial partner you trust.
Balannx does more than bookkeeping, tax prep, and financial advising for women entrepreneurs — we make money fun.
INTERESTED? SCROLL ON!
It seems such a simple thing to sit down with a cup of coffee and read through your financial reports and find everything makes sense.
HEre's how we can help:
Imagine that you CAN.:
Understand every single number in your business
Make the financial decision faster because you have all information and metrics you need.
Save hours and hours because you have someone help you put the number together & help you understand it
Invest your time to grow your business instead of trying to figure out how to code a transaction.
Be confident that your business complies with tax law and not overpaid tax.
Grow your company EXPONENTLY because you know what makes the profits.
OUR SERVICES:
Retainer Accounting manager
Monthly accounting package with advice on compliance
CUSTOM FINANCIAL projects
Tailored projects based on your current business needs
TAX PLANNING & TAX SERVICES
Tax planning and Tax Service Done for you
click here to learn more
RETAINER CFO SERVICES
Overwhelmed with financial tasks and not have a strategy?
Retainer CFO services depending on weekly, monthly CFO
click here to learn more
click here to learn more
click here to learn more
RETAINER CFO SERVICE
This package is for solopreneurs focusing on building a business and do not have time to do their accounting part.
The package includes monthly bookkeeping, reconciliation, payroll services, financial reports and Visual financial analysis.
Every quarter, we will have a CFO call where I explain the details of your business number, and you discuss your concerns and questions.
Let's Do it!
RETAINER CFO SERVICE
Regardless of whether you are a one-woman show business or a fully staffed business owner, you take care of all of your business. It can be on the call with customer service, selling one VIP package, or attend that strategic planning section.
Your business is constantly changing and evolving. And you need your financial metrics so you can make the decision on the go.
Yet, your book is not in order! Your financial report is not ready!
And, even they are ready, you need have the support and understand what is happening in your business money!
One of the most popular things my clients shared with me that even they read the reports, they still do not understand what the numbers are telling!
So, this is where I come in!
This retainer CFO package goes beyond accounting and compliance. It includes strategies, planning and we become your accountability partner, your cheerleader and strategize to help you achieve your financial goals. Financial and Time freedom is your!
Monthly Bookkeeping
Profitability analysis.
Trend reports.
Visual financial snapshot with insight and data.
Cash flow projections
Profit first allocation
1:1 60 minutes Zoom call to answer all of the questions.
Fully explanation the numbers & strategize with you for upcoming months
Quarterly tax planning
1099 tax services.
Unlimited email supporting.
The package can be tailor to your needs depending on:
Revenue and transactions volumes
1:1 meeting needs
Handle your payments to vendors and invoicing to your clients
Say Yes to your financial Success
Weekly CFO services
This package is for businesses that need weekly calls and support. Weekly bookkeeping and bank reconciliation.
Visual financial snapshot with insight and data for revenue trends, profit margin, cash analytics and profit allocation.
Management report: Profit & Loss Statement + Balance Sheet. Budget-to-actual and financial metrics
Program analytics and cash flow forecast
1:1 60-min financial review
Done-for-you contractor 1099s
Unlimited emails and support.
FIND OUT MORE
Accounting Manager
Do your finance make your heart jump? Do you have months of receipts and bank transactions that you have not touched it for months?
I know - running a business as a sole proprietor can be overwhelming! You constantly toggle multiple tasks - marketing, sales, customer services, technical issues.. and then actually work on client deliverables.
Take a deep breath. We are here for you.
This package includes:
Monthly bookkeeping
Monthly Reconciliations
Monthly visual Financial Report
Profit first allocation
Year end reconciliations
Semi annual tax planning
1099s
Payroll
Amazing, Let's chat
APPLY FOR VIP DAY
We can ADD On like quarterly or monthly meeting, payments to vendors, invoice to your clients, custom financial reports
Custom financial projects
Over the years, I found that many small business owners would not have enough funds to hire an accountant at the starting point. And that is understandable. Yet, with business growth and constant juggling between multiple tasks, you let your business finance falling behind. Now that you want to have someone show you how to get your business finance together?
No worries! I am here to help!
I can look at where you are at, setting up a system that mapped out for you, and provide training for you and actionable steps to achieve your financial goals in business. Some of projects can be:
I'm ready
Clean & catch up your books
Setting up accounting system
Setting up budget
Setting up KPIs.
Profit analysis
Mapping out your financial plans for the rest of the year.
how the process works:
BOOK A FREE CONSULTANT - 15 MINUTES
ON BOARDING PROCESS
REVIEW YOUR FINANCIAL AND DETAIL PLANS
There maybe fee for resetting your accounting system depending on revenue and situations.
We discuss your business needs and whether we are good fit..
We setup system and communicate with you the procedures.
We dive in your financial records, suggest plan and move forward
Tax services
I have been working in accounting and financials for years and never heard business owners say they enjoy filing their taxes or getting their business compliant with tax. Tax can be an overwhelming part.
Let me help you to solve the tax puzzle.
Tax can be overwhelming with many, and it is understandable because it is quite challenging to keep up with ever changing tax code. This is where we come in. Let us help you ease the stress of handing your tax!
GET START
Tax Preparation
We prepare your annual personal and business tax
Maximize your tax deductions
Tax Planning
Over the year, I have learned that life is constantly changing. You have new business ideas, newborns, new business partners, and a ton of new opportunities presenting to you. All of these relate to finance and tax, believe it or not!
I can help you to plan for these events in terms of tax.
Let me help you to solve the tax puzzle.
Let's do this
Strategic planning for your tax
Answer your questions about your business decisions like buying a car for your business.
Analyze many different options that help you not overpaying tax
S corporation analysis
Rosemary Lauer
President of Tetra Gloabl
paid off $15 million dollar business debts and built a 7 figure cash flow
"Fiona changed my life! I call her my Angel. She came in when my husband suddenly passed away, and helped me figured out his completely messed up business. I paid off his business debts in 3.5 years while building cash flow and business."
You cannot imagine the pressure and stress that I was under that time. Yet, Fiona brought her incredible financial and accounting knowledge, and a strong mindset, intelligence, and business strategies to help me solve the challenges during the tough time. I am forever grateful for what she helped me.
"Think Katie's work is just for women? Think again. I'm a man (obviously), and my business tripled, too!"
Joshua
tripled his revenue
I'm baby farm-to-table sartorial helvetica, migas marfa paleo chambray normcore 8-bit bushwick roof party truffaut banjo actually. YOLO health goth jean shorts forage farm-to-table flannel.
Ella K.
Founder of The Stellar Story
fiona did a brilliant job in being supportive, and offering solutions in a timely and professional manner. She is genuine and passionate about what she does, and going above and beyond is absolutely her trademark!
"I have worked with Fiona on a QuickBooks related project, and she fully delivered! She assisted me in preparing and organizing my business finances prior to filing taxes. I love how she measures her success through her clients’ success. Fiona is a passionate entrepreneur who is truly committed to her clients and their success. She is an expert in accounting, QuickBooks, finances.
"She is funny too! A great combination to have when you are in need of support with your finances. We are now working on a second project; I am sure there will be more to come. I am absolutely at ease when I say that I 100% recommend Fiona and her services!"
"Think Katie's work is just for women? Think again. I'm a man (obviously), and my business tripled, too!"
Joshua
tripled his revenue
I'm baby farm-to-table sartorial helvetica, migas marfa paleo chambray normcore 8-bit bushwick roof party truffaut banjo actually. YOLO health goth jean shorts forage farm-to-table flannel.
Pricing formula
Let me know if this sounds like you!
You are tired of looking at your laptop! You work long hours for your new business. Yet, you cannot afford to work less because the profit is not sufficient.
One of the solutions is PRICING how to price your products and services to make PROFIT and take a reasonable workload.
Pricing is an art, and many things affect pricing points; in this spreadsheet, I have put the basic calculation for you. It is worth the try!
FREE DOWNLOAD
but first
You did not start your business, so that you work overload, push your financials on the back burner, and you never earn enough PROFIT to pay yourself a reasonable salary!
I am here to help you do what you love and make a decent living to shine on your talents, passions and pursue your PURPOSE. I can do this because I will have your back in terms of your business financials and tax. I help you figure out the math part, compliance and how they connect with your business strategies.
Let me help you!
I'm ready for leveling up
