Monthly Bookkeeping
Ongoing, organized books maintained every month.
- Transaction categorization
- Bank & credit-card reconciliations
- Review of uncategorized items
- Organized, up-to-date books
Bookkeeping · Consulting · Advisory
Your Books.
In Balance.
Professional bookkeeping, financial consulting and business advisory for small businesses: organized, dependable support that gives you more time to run your business.
Why Sterling Balance
A dependable bookkeeping partner for small businesses.
Get organized records, consistent monthly reconciliations, and clear financial reports, without adding a full-time employee.
I.
Organized records
Transactions categorized and accounts reconciled on a consistent monthly schedule, so your books stay current.
II.
Clear reporting
Plain-English monthly reports you can actually use to understand how your business is doing.
III.
Personal attention
You work directly with the person keeping your books. Questions get a prompt, straightforward answer.
Services
Bookkeeping, consulting and advisory, clearly defined.
Built for owner-operated businesses and small teams of roughly 1 to 10 people: contractors and trades, local retailers, consultants, professional-service firms and other small service businesses.
Financial Reporting
Agreed monthly reports that show where your business stands.
- Profit & Loss statement
- Balance Sheet
- Reports delivered on an agreed schedule
- Walk-through on request
Accounts Payable Support
Keep vendor bills organized and due dates visible.
- Organizing & recording vendor bills
- Tracking due dates
- Preparing payables information
You stay in control: payments are approved and sent by you unless a separate authorized process is agreed in writing.
Accounts Receivable Support
Know who owes you and how much.
- Recording customer invoices & receipts
- Tracking outstanding balances
- Receivables summaries
- Invoice creation, when agreed
QuickBooks Online Setup & Support
A clean foundation in QuickBooks Online, and ongoing help keeping it that way.
- Initial setup & basic configuration
- Chart-of-accounts organization
- Connecting bank feeds
- Ongoing QuickBooks bookkeeping support
Catch-Up & Cleanup
One-time projects to bring prior periods up to date.
- Organizing prior periods
- Categorizing transactions
- Reconciling accounts
- Preparing reports
Scoped and priced only after we review your records.
Financial Consulting
Clear guidance on the numbers behind your business.
- Budgeting & cash-flow planning
- Reviewing margins, pricing & costs
- Understanding your financial reports
- Planning for growth and big decisions
Offered hourly or as a scoped project, quoted after an initial conversation.
Business Advisory
A steady sounding board for owners making important choices.
- Setting financial goals & tracking progress
- Improving processes & internal controls
- Preparing for financing, partners or expansion
- Regular check-ins on how the business is doing
Scoped to your needs and quoted after an initial conversation.
Not included
To keep our work accurate and appropriately limited, we do not provide:
- Tax preparation
- Tax or legal advice
- Audits or attestations
- Investment advice
- Complex accounting engagements
We coordinate with your CPA
Already have a CPA or tax professional? We keep your books organized and can coordinate with them, so tax time starts from clean, reconciled records. Need one? We can refer you.
How It Works
Four clear steps to organized books.
Tell us about your business
Share how your business runs, the accounts you use, and where your books stand today.
Receive a clear proposal
We review your bookkeeping needs and send a straightforward proposal with defined scope and pricing.
Get organized
A simple onboarding process to connect accounts, gather documents and set a monthly rhythm.
Ongoing bookkeeping
Receive consistent bookkeeping and your agreed monthly reports, with direct communication throughout.
Pricing
Transparent, starting-at pricing.
Final pricing depends on transaction volume, number of accounts, complexity, and the condition of your existing books. Every engagement starts with a tailored quote.
Hourly
Standard rate for work outside a monthly package. Billed in agreed increments; a minimum engagement or deposit may apply.
Catch-Up & Cleanup
Quoted after assessment
Please note: All package prices are starting prices, not final quotes. Hours shown are approximate and illustrative; final scope depends on accounts, transaction volume, and complexity.
Work outside the agreed monthly scope is quoted in advance or billed at the hourly rate with your approval. Unused monthly hours do not roll over unless expressly agreed in writing. Packages do not include unlimited bookkeeping.
About
Meet Yitzchok Lefkowitz
Sterling Balance Group is a small, independent bookkeeping, consulting and advisory practice serving local small businesses in New York, New Jersey and Connecticut (the Tri-State area).
Yitzchok Lefkowitz founded Sterling Balance Group to give small-business owners something they rarely get: a bookkeeper who answers the phone, knows their numbers, and keeps their books clean every single month. When you work with Sterling Balance Group, you work directly with him, not a call center or a rotating team.
His approach is simple: careful, organized records, clear monthly reports in plain English, and quick, honest communication, so you always know where your business stands and can spend your time running it.
- Personal attentionYou work with the founder directly, not a call center.
- ResponsivenessClear, prompt answers to your questions.
- Careful organizationConsistent processes, every month.
- Plain EnglishReports and explanations without the jargon.
Who do you work with?
Owner-operated businesses and small teams of roughly 1 to 10 people: contractors and trades, local retailers, consultants, professional-service firms and other small service businesses across the New York, New Jersey and Connecticut Tri-State area.
What do you offer?
Three things: monthly bookkeeping (categorization, reconciliations and reports), financial consulting (budgeting, cash-flow planning and understanding your numbers), and business advisory (financial goals, process improvements and regular check-ins).
Do you prepare taxes?
No. We do not provide tax preparation, tax or legal advice, audits or attestations, or investment advice. We keep your books organized and can coordinate with your CPA or tax professional, so tax time starts from clean, reconciled records. If you need a CPA, we can refer you.
Which software do you work in?
QuickBooks Online is our focus, including initial setup and ongoing support. If you use something else today, such as spreadsheets, QuickBooks Desktop or Xero, say so in the consultation form and we will talk through the best path.
How much does it cost?
See the pricing section for starting prices. Final pricing depends on transaction volume, number of accounts, complexity and the condition of your existing books, and every engagement starts with a tailored quote. Consulting and advisory are offered hourly or as a scoped project, quoted after an initial conversation.
My books are behind. Can you help?
Yes. Catch-up and cleanup projects bring prior periods up to date: organizing records, categorizing transactions, reconciling accounts and preparing reports. We scope and price them only after reviewing your records.
Will you have access to my money?
You stay in control. Payments are approved and sent by you, unless a separate authorized process is agreed in writing.
What reports will I get, and when?
A Profit & Loss statement and a Balance Sheet, delivered on a schedule we agree on and written in plain English. We are happy to walk you through them on request.
Who will I work with?
You work directly with the founder, Yitzchok Lefkowitz, not a call center or a rotating team. Questions get a prompt, straightforward answer.
How do we get started?
Request a free consultation. We talk through your business and your books, send a clear proposal, then onboard you: connect accounts, gather documents and set a monthly rhythm.
Is it safe to send documents through the contact form?
Please do not put bank account numbers, Social Security numbers, passwords or tax IDs in the contact form. If we work together, we will agree on a secure way to share documents.
Get Started
Let’s Get Your Books in Balance.
Tell us about your business and we’ll help identify the right level of bookkeeping support.
Contact
Schedule a free consultation.
Share a few details and we’ll follow up to arrange a short, no-obligation conversation about your bookkeeping, financial or business needs.
- hello@sterlingbalancegroup.com
- Phone
- (929) 813-0039
- Service area
- New York, New Jersey and Connecticut (the Tri-State area)
- Book a time