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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 12pm

Balanced Bookkeeping LLC

Name: Balanced Bookkeeping LLC
Address: Westford, MA, US
Telephone: +19783310034
Price range: $$

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Balanced Bookkeeping LLC

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Elevate your bookkeeping: Working together to develop systems and to streamline your bookkeeping, we strive to simplify the process to free up your time and give you peace of mind that a trained Controls Manager is watching your shop.

12/23/2025

Cheers to 8 amazing years - with a special thank you to our amazing staff, wonderful clients & the incredible support of all of our family & friends.

10/24/2025

It’s been a rough week around here…. A few home emergencies threw a massive wrench 🔧 in the week.

When our water heater died (literally hours after a tree fell in our yard) & flooded our basement, I looked to our amazing network of clients to patch things up.

HUGE shout out to Taylor & the amazing team at for saving the day. Josh rolled up quickly, assessed the situation & handled it with incredible professionalism - he even got us laughing. 💪🛠️💧

We were back up & running in no time.

So here is our Friday highlight - while I wish I didn’t have to buy a new water heater this week 😂 - I am glad to have the ability to be able to give first hand recommendations of a wonderful fellow, local, small business!

♥️
Kate

10/18/2025

Autumn in New England is always a favorite. A bit of quiet before the rush of the holidays & year end🍁

Summer around here was amazing and jam packed as we worked hard to expand the team and gear up for Q4.

Year end will be here before we know it… Now is a great time to reach out if you are considering outsourcing your bookkeeping or controller services.

With an expanded team of experienced and dedicated professionals, we can help with everything from day to day tasks to incorporating our fractional CRO side to help you drive your revenue growth into 2026.

Contact us today to learn more.

☎️ 978-331-0034
📧 [email protected]

05/04/2025

At Balanced Bookkeeping LLC We are often asked why we insist on client approval for Accounts Payable and why we utilize a bill pay platform with approval workflows. As a former Senior Controls Manager and Internal Auditor, I wouldn’t have it any other way.

Having someone else approve bills before they’re paid at a business is an important part of internal controls. These non negotiable rules protect both us and our clients.

While many of our competitors are quietly offshoring, we have been working hard to build an all US/New England based, W2 staff that understands the importance of professional, accurate and responsible bookkeeping. Sending work overseas creates liability and exposes clients to prime opportunities for fraud.

Regardless of the location of your Accounts Payable staff, here are the main reasons why we insist on only utilizing strict and clear AP processes.

Ask yourself: Is your bookkeeper doing the same?

1. Fraud prevention: It helps prevent unauthorized or fraudulent payments. If the same person creates and approves payments, there’s a higher risk of abuse.

2. Error detection: A second set of eyes can catch mistakes like duplicate payments, incorrect amounts, or payments to the wrong vendor.

3. Accountability and transparency: Requiring approval ensures there’s a clear audit trail showing who authorized which payments, which is critical for both internal and external reviews.

4. Budget control: It helps make sure that all spending is necessary and within budget, especially when multiple departments or people are involved in purchasing.

5. Separation of duties: This is a core principle in accounting and finance to minimize risk—splitting responsibilities ensures no one person has too much control over financial transactions.

The recent news of a State Department employee embezzling over $650k is a great, real life example of what happens when these guidelines are not followed.

12/27/2024

💥IMPORTANT Industry Update💥

Bench announced today that they are shutting down effective immediately. It’s an abrupt announcement that leaves many businesses in a really tricky spot for year end. Focusing on low priced, significant automation & basic level support, this event highlights the need for professional, experienced bookkeeping support.

If you are a Bench client:

📌Be sure to download all files & reports immediately.

📌If possible, download reports in excel & PDF formats.

If your business has been affected, please reach out to discuss how we can help.

12/24/2024

Let the holidays begin! 🎄

Wishing everyone peace, love & prosperity this holiday season. ❤️💚💙🤍

From our family to yours -
Kate & the entire team at Balanced Bookkeeping

12/13/2024

We had such a great time taking a break last night from the year end hustle to have dinner at last night while supporting our friends with Westford Remembers.

Great meal, awesome raffles & wonderful community.

Shout out to the two best sidekicks for hanging with me all night - we even one a few of the raffles!

Thanks to all who helped an amazing local non-profit raise a banner amount to help continue to support our community ♥️

11/28/2024

Hard to believe it’s already Thanksgiving !! 🦃🥧

Wishing everyone a wonderful day filled with happiness & gratitude from the entire Balanced Bookkeeping family to yours. 🍁

And an extra special thank you to my extremely supportive family, our amazing team & awesome clients - you are all truly the best!

🧡 Kate

10/31/2024

Hoping your Halloween is filled with all kinds of ghoulish fun 👻🧛‍♀️

Except for the bookkeeping 😆.

But should the books be scary & ghastly - give us a call. We can help!👻🎃

09/25/2024

Best part about having great clients? Being able to switch sides & work with them for services/things you need for your business. 🙌

Thank you for helping us get some awesome new hoodies & pullovers 💜

Address

Westford, MA

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 12pm

Telephone

+19783310034

Website

http://www.balancedbizbooks.com/

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