Bookkeeping Add-Ons That Grow With Your Business
Keep your base bookkeeping simple and only pay for the extra support you actually need.
These add-ons are designed to meet you where you are, whether you are expanding, adding complexity, or just want more clarity.
Is This a Good Fit for You?
Add-ons are a great fit if you:
Sell in more than one place (in-store, online, marketplaces)
Need help tracking payouts, gift cards, or customer deposits
Want more structure around cash flow or taxes
Have inventory or multiple locations or businesses
Prefer predictable monthly pricing instead of surprise invoices
Add-On Services
Sales & Account Support
Additional Sales
Channel
$25 per month per channel
For businesses selling in multiple places like Shopify, Square, PayPal, or Etsy.
Includes:
Monthly sales and payout review
Recording sales activity
Matching payouts to deposits with fees, refunds, and adjustments separated
What you get:
Clean, trustworthy sales numbers across every platform you sell on.
Additional Bank or
Credit Card Account
$25 per month per account
For businesses using more accounts than their plan includes.
Includes:
Monthly transaction review and categorization
Reconciliation to match statements
Ongoing maintenance
What you get:
No more mystery balances. Every account stays clean and accurate.
Business Structure & Operations
Additional Location or Business
$150 to $300 per month each
For businesses with multiple brands, locations, or entities.
Includes:
Separate tracking for each location or business
Monthly reporting per location
Clear performance comparisons
What you get:
Clarity on what is working and what is not.
Inventory Tracking
$350 to $600 per month
For product-based businesses that need accurate inventory and cost tracking.
Options:
Basic ($350 per month): Monthly checks, cost tracking, cleanup
Advanced ($600 per month): Multi-location support, transfers, deeper troubleshooting
What you get:
Clear margins and accurate reporting beyond just your bank balance.
Revenue & Customer Tracking
Classes & Workshops Tracking
$50 per month
Track profitability for classes, workshops, or events.
Includes:
Income and cost tracking
Simple profit summaries
What you get:
Know what is worth repeating and what needs adjusting.
Gift Cards & Store Credit
$25 per month
Track what is sold versus what is still unused.
Includes:
Redemption tracking
Outstanding balances
What you get:
Cleaner reporting and visibility into unused credits.
Customer Deposits & Preorders
$25 per month
Keep deposits separate until fulfilled.
Includes:
Deposit tracking
Proper application to final sales
Open deposit overview
What you get:
A clear picture of what you still owe customers.
Billing & Payables Support
Invoicing + Follow-Up
$150 per month for up to 20 invoices
Includes:
Invoice creation and sending
Payment recording
Two reminder emails
Monthly accounts receivable summary
What you get:
Less time chasing payments and more consistency.
Bills & Due Dates Support
$100 per month for up to 20 bills
Includes:
Bill entry and categorization
Monthly snapshot of upcoming payments
Due date tracking
What you get:
Fewer missed payments and less stress.
Note: This does not include paying bills.
Planning & Financial Clarity
Cash Flow Plan
Check-In
$225 per month
Includes:
Simple cash flow plan
Quarterly reviews and adjustments
What you get:
Confidence in how and where your money is going.
Annual Budget +
Quarterly Check-Ins
$100 per month
Includes:
Annual planning session
12-month budget
Quarterly reviews
What you get:
A clear roadmap for the year ahead.
Estimated Tax
Check-In
$10 per month
Includes:
Quarterly estimate reviews
Recommendations for tax savings
Reminder-style guidance
What you get:
Less tax stress and fewer surprises.
Save with Bundles
Growth Add-On
$40 per month
Includes:
One additional sales channel
One additional bank or credit card account
Workshops & Customer Credits
$75 per month
Includes:
Classes and workshops tracking
Gift cards and store credit tracking
Customer deposits and preorders
Billing & Payables
$225 per month
Includes:
Invoicing
Bills and due dates support
Profit Planning
$275 per month
Includes:
Cash flow planning
Estimated tax check-ins
FAQs
Do I need to choose add-ons right away?
No. We can start with a simple plan and add support as your business grows or your needs change. Most clients add services over time once they see where they want more clarity or support.
Can I add or remove add-ons anytime?
Yes. Add-ons are flexible and can be adjusted as your business changes. If something no longer fits, we can remove it. If you need more support, we can add it in.
How do I know which add-ons I actually need?
You do not have to figure that out on your own. During your discovery call, we will talk through how your business works and recommend only what makes sense for you.
Will adding these make my bookkeeping more complicated?
No. The goal of add-ons is to simplify things, not add more to your plate. We handle the extra tracking and organization so your numbers stay clear and easy to understand.
What if I outgrow my current plan or need more support later?
That is completely normal. As your business evolves, your bookkeeping should evolve with it. We will adjust your plan and add-ons so everything continues to support where you are now.
Ready for Bookkeeping That Actually Fits Your Business?
You do not need a one-size-fits-all solution. You need support that matches how your business actually works.
Start with a simple plan, add what you need, and build a system that gives you clarity, confidence, and room to grow.
Balanced Path Financial was started with a simple belief: when your books are organized and your numbers actually make sense, it’s a whole lot easier to focus on growing the business you really want.