50% off on Multiple One-Time Bookkeeping Services with Susan Thomson at Well Balanced Books!

From

$299.00
Slide 1

Value

$599.00

Discount

50%

Savings

$300.00
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Highlights

  • Let Well Balanced Books handle the numbers so you can focus on your business, with reliable, easy-to-understand bookkeeping for Nanaimo’s small retail and service businesses.

 

Ideal for: Business owners who want confidence that their QuickBooks file is set up correctly.
Includes:
● Review of your current QuickBooks file
● Review of GST/PST setup and tax codes
● Review of bank and credit card feeds
● Identification of common bookkeeping issues (uncategorized items, duplicates, miscodings)
● Written summary with clear recommendations
● One 30-minute follow-up call
Scope limits:
● Review-only service (no transaction cleanup or corrections included)
● File must be accessible at the time of review
● Additional cleanup or implementation work is not included 

 

Ideal for: Businesses registered for GST who want to ensure their books are ready before filing.
Includes:
● Review of GST setup in QuickBooks
● Review of tax codes on income and expenses
● GST Summary review for the most recent period
● Identification of potential issues or exposure
● Written summary with recommendations
Scope limits:
● Review-only service
● Does not include GST filing, adjustments, or historical corrections
● Covers one reporting period only

 

Ideal for: Businesses already using QuickBooks who want their setup reviewed and lightly optimized for
accuracy and efficiency.
Includes:
● Review of chart of accounts structure
● Review of company settings and sales tax configuration
● Review of bank feeds and existing rules
● Implementation of minor setup adjustments where appropriate, such as:
○ Cleaning up or merging unused or duplicate accounts
○ Adjusting company or sales tax settings
○ Refining or disabling existing bank rules
● Best-practice recommendations for ongoing use
Scope limits:
● Limited to minor setup adjustments only
● Does not include historical cleanup, reclassification of transactions, or corrections to prior
reporting periods
● Does not include ongoing bookkeeping or tra
nsaction entry
● Applies to one QuickBooks Online file

 

Ideal for: Businesses that are slightly behind and want to get back on track.
Includes:
● Cleanup of one month of bookkeeping
● Up to:
○ 1 bank account
○ 1 credit card
○ 75 transactions

● Reconciliation (statements must be provided)
● Summary of remaining work needed
Scope limits:
● Limited to one month only
● Additional accounts, transactions, or months are not included
● Ongoing bookkeeping is not included

 

Fine Print

  • Valid Until: Apr 30, 2026
  • Limit (1) per person, +1 as a gift(s)
  • These services are introductory and one-time only.
  • Any work requested outside the stated scope will be quoted separately.
  • Clients will be notified before any additional work is performed.
  • Access to QuickBooks and required documents must be provided to complete the service.
  • Unused portions of a package are non-transferable and non-refundable.
This promotion is exclusive to IDD; the merchant is restricted from offering it directly (IDDeal Voucher Required). Primary IDDeal Conditions

More Details

We offer tailored solutions to keep your business running smoothly. From accurate bookkeeping that gives you a clear financial picture, to efficient office management, administrative support, and temporary office assistance when you need extra help, we handle the details so you can focus on what you do best. Our streamlined processes ensure your financials are always up to date, your office operations stay organized, and your team is supported, giving you more time to focus on growing your business.

The Company

Well Balanced Books

#324-6711 Dover Road, Nanaimo, BC V9V 1L9

Visit their Website

250-668-5827


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