Frequently Asked Questions

Ongoing bookkeeping involves regular recording of financial transactions, account reconciliation, and ledger maintenance to ensure your books are always current and accurate.

We can deliver reports on a monthly, quarterly, or custom schedule that aligns with your operational needs and planning cycles.

Our process includes transaction categorization, regular reconciliations, and internal reviews to catch discrepancies and maintain high data integrity.

Begin by scheduling a consultation. We’ll review your current records, discuss your reporting goals, and outline a tailored plan for ongoing support.

We deliver monthly management summaries and detailed financial statements within five business days after the period end. Each report highlights operational metrics and organizes data in an easy-to-review format.

Yes. We handle bookkeeping and reporting for multiple entities under one dashboard. Each company’s records remain separate, and consolidated summaries are available if you need a combined view.

We work with leading cloud-based platforms that integrate smoothly with your workflows. Our team can advise on software options and set up automated data feeds for seamless record maintenance.

BalanceLodge uses encrypted data storage, multi-factor authentication, and secure file exchange protocols. Access is restricted to authorized personnel only, and all systems comply with industry-standard security practices.

Absolutely. We support integrations with popular payroll and invoicing applications. Our setup process maps your existing workflows to our bookkeeping framework, minimizing duplication of effort.