We offer accounting training in Xero and QuickBooks.
Did you purchase accounting software for your business but haven’t quite figured it out yet? Rather than cast it aside as too much bother, take too much time away from more productive tasks to slowly learn it, or hire someone well-versed with it who is asking for a higher salary than you care to spend, give us a call at Balanced Bookkeeping of NC.
Unlike most accountants who only do the actual accounting work, we understand that some businesses want to do the bookkeeping tasks themselves. Rather than just let you “sink or swim,” we offer accounting training for you, your in-house bookkeeper, or your accounting team in either Xero or QuickBooks accounting software. You can be confident that you’ll get excellent guidance and training as we are a certified ProAdvisor for Intuit’s QuickBooks online accounting software.
I highly recommend for all professions.
“I was looking for a professional who could help me understand how to implement job costing into our reporting system. I found that professional in Shelley Cole of Balanced Bookkeeping of NC. She has been instrumental in my understanding of how to use the resources I have available in QuickBooks Online. She is truly an expert in her field and a patient educator. I highly recommend her for all professions, especially those in the trades industries.”
★★★★★ Dyana P.
Contact Us For Your Accounting Training Needs
Services We Offer
Accounts Receivable Services
Our accounts receivable services will help you avoid leaving money on the table.
Accounting
Our accounting services are tailored to meet your company’s specific needs.
Accounting Training
We offer accounting training in Xero and QuickBooks.
Contact Us For Your Accounting Training Needs
Bringing Balance To Your Business
We are as flexible with accounting training as we are our accounting services, so you can decide what training you need and how to go about it if you’re in Hillsborough, North Carolina. For example, if you haven’t gotten started at all, we can get your file set up and walk you through the various functions the software has to offer. If you haven’t yet purchased QuickBooks, we can go over the advantages of the desktop and online versions so you can make an informed choice. As for the accounting training itself, we can schedule various times to go over one task at a time or several based on your schedule and how you progress or just do a refresher if you are struggling with one or more components. We can also assist you with QuickBooks online conversions.
Reach out today to learn more about our accounting training or to schedule a training class.
At Balanced Bookkeeping of NC, we offer accounting training services for companies in Mebane, Durham, Raleigh, Greensboro, Hillsborough, Carrboro, Chapel Hill, Morrisville, Graham, Burlington, Haw River, Saxapahaw, Snow Camp, Cary, Apex, Wake Forest, Holly Springs, Fuquay-Varina, Bahama, Rougemont, Roxboro, and Wake County, North Carolina.
Why Choose Balanced Bookkeeping of NC?
We have worked with clients in a wide range of industries, so you can be assured that when you put your faith in us at Balanced Bookkeeping of NC, we’ll act in whatever capacity you need us. We take pleasure in offering just those services that you need most, rather than push you into those you are comfortable handling yourself or with an in-house bookkeeper.
See what some of our satisfied clients are saying about our accounting and bookkeeping services.
They are amazing! Luis is so great to work with. Very responsive and helpful anytime I need anything or have questions. Highly recommend them!
Jenny Danielson
19:36 24 Oct 25
We really enjoy working with Luis!
Benjamin Wingrove
19:08 24 Oct 25
With my business, there is no routine yet Daniela is always able to keep us organized. And every time we need extra help, she and the entire team is graciously accommodating.
James Sparks
01:57 22 Oct 25
Balanced Bookkeeping has been a blessing to us here at Divine Favor Home Care Agency! We are small company with big expectations, and my only regret is that, we were not introduced to Balanced Bookkeeping a lot sooner than we was.Not only do they assist us with getting on track with our finances, they also take time out to educate us on ways to be more efficient.Daniella and staff have excellent customer service!!! They are very professional, courteous, prompt and patient!We been working one on one with Daniella for about two years now, and I am overwhelmed with how she has passionately took us in and continue to guide us in the right direction.Having a peace of mind knowing that you have someone that cares about your success is priceless!!!
Rezell Alston
13:56 12 Oct 25
I have been working with Daniela at Balanced Bookkeeping for about a year and I have nothing but great things to say! She is speedy, organized, and very very patient with all of my questions. We would be totally lost without her. I definitely recommend balanced bookkeeping to anyone in need of help with their business!
Brandi Rowland
04:59 12 Oct 25
We have been using Balanced Bookkeeping for one year now and it has saved us so much headache, time, and money. Daniela is obviously an expert, very organized, and pleasant to work with! She is patient and has left me with a better understanding of my business and cash flow.
Jen Katzir
18:59 07 Oct 25
Daniela has been the most helpful in helping me learn Paychex and is so kind and patient with me. She is amazing and a wonderful person. I highly recommend Balanced Bookkeeping of NC. Thanks Daniela for all of your help.
lori ferrell
12:57 01 Oct 25
This is our first year running our own business, and while we’re experienced in our field, bookkeeping was new to us. Balanced Bookkeeping of NC has been an invaluable resource. From the start, Shelley really listened to our needs and paired us with the perfect agent. Daniela is highly knowledgeable, kind, and supportive. She keeps our bookkeeping updated and is always quick to answer any questions we send her way. What we appreciate most is the way she understands that we want to learn the “how” and “why” of each aspect of managing our books, and she patiently guides us step by step through each task so that we build real confidence. Her support has made bookkeeping far less overwhelming. Highly recommend!
Rodney Martin
21:02 23 Sep 25
Balanced Bookkeeping is the best accounting firm I have worked with in my 25 year management career. Their fees are very fair, probably below market rate. Every staff person is professional and courtesy, and this starts at the top with Shelly. I especially enjoy working with Elizabeth Michalechen, who is highly skilled and knowledgeable of the many nuances of financial procedures.
Jerome Levisy
17:37 12 Sep 25
Balanced Bookkeeping got my company on track and kept me focused on my business. Kezia who I work with personally has been great and answers all of my questions!
Brandon Klenke
22:01 10 Sep 25
I have been working with Kezia for several months and she has been amazing! We really needed help straightening out our books and she has fixed problem after problem. We are so happy with our service!
Katherine Ogle
16:58 10 Sep 25
We have been working with Balanced Bookkeeping for over 8 years now and have had a great experience. Elizabeth is always on top of it and has helped up tremendously as we navigate our company. I would highly recommend them!
AJ Dressler
14:36 10 Sep 25
We have been working with Elizabeth and Balanced Bookkeeping for several years now. We would highly recommend their services!
Brandon Dunn
11:04 10 Sep 25
I have been with Balanced Bookkeeping for nearly 3 years now. Elizabeth has always taken good care of my needs, and is extremely patient with me when I get busy and forget to send certain documentation. I have every intent on staying with them until I am no longer in business.
Jeremy Cooley
13:42 09 Sep 25
Balanced Bookkeeping has been great at managing our bookkeeping and helping us to transition from an online only store to a brick & mortar. Kezia is always available to answer any questions we have!
Queen & Cotton CLT
15:23 27 Aug 25
Balanced Bookkeeping has been handling my company's books for a few years now. Luis is my bookkeeper and he makes everything so easy. If there is ever an issue, he explains it clearly and gives me options on how to fix it. I could not be happier with their services.
Lucie Wismer
16:46 15 Aug 25
We’ve used Balanced for years and are currently working with Luis on our bookkeeping. He’s responsive, helpful, and a pleasure to work with.
Rashad Moore
14:50 31 Jul 25
Shelley and her staff at Balanced Bookkeeping of NC are amazing! Daniella is so diligent and thorough with my bookkeeping that it allows me to focus on growing my business instead of sifting through QuickBooks or devoting energy to researching issues that arise. They have enabled my business to be sharper, more efficient and more quickly able to respond to my customers
Daniel Hall
15:50 28 Jul 25
I’ve had the pleasure of working with Daniela and Mary. They make sure to pay close attention to all my business needs when it comes to bookkeeping efforts. They had the hard task of getting my books back in order and everything is perfect now. I would recommend this company.
S. Lindsey
20:25 24 Jul 25
This company is fantastic. Great prices and excellent customer service. My business was assigned a personal bookkeeper and she is phenomenal. Thank you for everything Kezia Ciesielka!!!!
SIRENA BOIVIN
01:04 24 Jun 25
We've been working with Balanced Bookkeeping for several years now, and the experience has been nothing short of exceptional. From the start, their team demonstrated a high level of professionalism, accuracy, and attention to detail.The communication is always prompt and clear, and any questions we have are answered thoroughly. Our financial records have never been more organized, and we have complete peace of mind knowing that everything is handled correctly and on time.Thanks to their expertise, we've been able to focus more on growing our business and less on the stress of managing our books. If you're looking for reliable, knowledgeable, and efficient bookkeeping support, we wholeheartedly recommend Balanced Bookkeeping!
Grace Harris
13:11 09 Jun 25
Balanced Bookkeeping has been a lifesaver for me and my company. They have helped keep my books in order and make my life easier. Gale has been great and responds quickly to any question or problem I throw at her. I tried to change one time, but quickly realized how much Balanced Bookkeeping actually did for me and I went straight back to them. If you want things done correctly, quickly and worry free then they are the ones you want to use!
Zachary Sizemore
20:45 05 Jun 25
Daniela and the other staff have been doing a good job for us. It's nice to have a team that responds quickly and works well with our CPA. They helped resolve old issues created by prior accountants and they are getting our monthly books closed timely.
Mike Beale
21:18 04 Jun 25
Shelley and her staff, especially, Daniela, who works on my business books are an incredible group of people. They are all friendly, incredibly talented at their bookkeeping roles, and have given me peace of mind with my business expenses for over 7 years now. You cannot go wrong working with these incredible people. Thank you all so much for your hard work.Kindly,Eric McDuffie 🙏😊👍
Eric McDuffie
19:29 04 Jun 25
Look no further! Balanced Bookkeeping is the best in the business!I've worked with Balanced Bookkeeping for a few years now and the service I recieve is phenomenal! I personally work with Gale, and she is a rockstar! I couldn't be happier with my expierience and I look forward to working with them for years to come!
Lee Bowles
13:07 04 Jun 25
I switched to Balanced Bookkeeping of NC last year and couldn't be happier. They have been super helpful and more than willing to answer any questions that I have. They are very fast in their communications and timely with filings and sending out monthly reports plus they have been willing to show me around Quickbooks so I can handle some of the smaller projects that save my business a little bit of cash. I feel very confident that my books are being done correctly and are up to date!
Rich Bono
18:48 03 Jun 25
We have been working with balanced bookkeeping of NC for over a year now and I could not be happier. Shelly and her team are excellent. We Specifically work with Daniela and it’s like talking to a friend each time we speak. They are thorough and fairly priced and they are always conscious of saving us money where they can. I Highly recommend them!
Amy Kernahan
17:59 29 May 25
We were referred to Shelley and Balanced Bookkeeping about halfway into our companies existence.I must say I don't know what we would do without Balanced Bookkeeping! Danielle has been fantastic!Danielle has helped us tremendously with getting everything organized with Quickbooks and our business overall!Danielle is always available to take my calls and emails and I can't thank her and Shelley enough for everything they've done for us!I would highly recommend Balanced Bookkeeping to any business in the area!
Matt
22:13 28 May 25
My CPA recommended BB of NC and it is so worth it! I trust this group so that I can focus on my small business. Luis is my main contact and is excellent to work with. Extremely quick to respond which is one thing I truly value. Thank you.
Tim Good
14:50 28 May 25
Daniela is the most awesome bookkeeper with BBofNC! She is worth every single penny and she gives me such peace of mind when it comes to running P3 and it's financials! She does everything from budget to taxes! Thanks for being the best Daniela!
Paula Alford
20:36 27 May 25
Balanced Bookkeeping does an excellent job. I would recommend them to anyone looking for a reliable and responsive bookkeeper. Gale is always on top of everything and super communicative.
Celia Krichman
19:23 27 May 25
Our company has been working with Balanced Bookkeeping for several years now, and I can’t speak highly enough of the experience—especially when it comes to working with Gale. I’ve been with the company for almost three years, and during that time, Gale has consistently gone above and beyond to support our financial and bookkeeping needs.She is incredibly knowledgeable, always prompt and responsive, and brings a level of professionalism and dedication that is truly rare. Whether it's managing reports, helping with reconciliations, or answering our accounting questions, Gale always delivers accurate, timely, and insightful service.If you're looking for a reliable, detail-oriented, and friendly bookkeeping service to help manage your business finances, I highly recommend Balanced Bookkeeping. Gale is a true asset and has made a huge positive impact on our operations.
Mariah Vaughn
15:14 27 May 25
Our company along with personally, have worked with BBofNC for years. The entire team is great to work with and Gale has been our right hand person to help with so many intricate details. 10/10!
Susan Montpetit
01:26 24 May 25
I’ve had the pleasure of working with Balanced Bookkeeping for a while now, and I truly can’t say enough good things.Gale, in particular, has been an absolute blessing in my life. She’s not only a bookkeeping genius, she’s one of the kindest, most hardworking, and detail-oriented people I know. I always say I’d trust her with my finances and my life and I mean it!Whether it’s reconciling a tricky account, making sense of messy reports, answering my 100th “quick question,” or sharing an occasional laugh when we need it most, Gale handles it all with patience and care!! She’s become so much more than a trusted professional she’s truly a friend our team and I are very grateful for.Thanks to Gale and the amazing team at Balanced Bookkeeping, our company can breathe easier knowing our financials are in the best possible hands. If you’re looking for someone to keep your books with excellence you’ve found your people!!!
Gisela Salazar
20:49 23 May 25
Wow, where do I even begin with Balanced Bookkeeping? Let's just say, after bouncing around bookkeepers who either treated me like a number or didn't understand my mental health business (think insurance nightmares!), I finally found my people.From the moment I spoke with Shelley, the owner, I knew things were different. She *actually* listened to my story and got it! It wasn't just talk either; she promised care, and that's exactly what I've experienced.The onboarding with Staci was seamless – she guided me through every step. And Daniela, my bookkeeper? Seriously the most in-tune, resourceful, and knowledgeable person I've worked with. When there was a potential hiccup with being reassigned due to new hires, Shelley listened to my concerns immediately and made sure I stayed with Daniela. That's how much they value their clients!These folks are *detailed*. They stay on top of everything, making sure my entries are right and end-of-year prep is a breeze. Honestly, my past experiences were rough, so maybe I can't compare apples to apples, but the *clear difference* with Balanced Bookkeeping showed me exactly what I was missing.For fellow mental health pros dealing with the headache of insurance, copays, and deductibles – they *get* it. Balanced Bookkeeping has been amazing at tracking it all. Plus, as I explore new ideas for my business, they're a fantastic sounding board to ensure I stay compliant.Their hourly rate feels fair, and I love that I can set monthly service goals. Seriously, if you're a small business owner (1-10 employees), you *need* to give them a call. You won't be just another number here; you'll get timely responses and if they don't know something, they'll find you the resources you need.I could honestly go on and on, but I'll just say I'm looking forward to a long and successful partnership with Balanced Bookkeeping. Do yourself a favor and reach out!
Stephanie B.
21:37 29 Apr 25
The kindest and most welcoming people! 10/10 Would recommend to anyone who needs a bookkeeper
Abby Rae
20:13 15 Oct 24
Partnered with Shelley and Gale on multiple projects. A great team and great to work with!
Builder Clarity Office
16:39 27 Aug 24
Worked with Shelley around multiple scenarios and multiple clients who needed help in the construction space. Highly Recommended!
Chris Savage
16:37 27 Aug 24
Shelley and her team offer superb services. For the last 4 years, she has provided trusted and easy access to all my financial books for my 1 person LLC. I couldn't have been happier with her advice and professionalism and support for this small business!
Kevin Uhrich
00:54 29 May 24
Shelley and her team are quick, responsive, and on point. It's a relief knowing the books are done, and done correctly.
Casey Locker
16:12 20 Nov 23
Shelley cole and all her team members Continuously and consistently show great professionalism and knowledge within in their field.I am thankful for all the help I have received from them thus far.Will refer to friends and family every chance I get.
Aaron
03:22 03 Sep 22
Professional, Prompt, Talented, Skillful, Superlative listening, What an AMAZING staff at Balanced Bookkeeping. If you are looking for a company who will consistently, and diligently manage you accounting needs Balanced Bookkeeping is PERFECT. This is an outstanding woman owned and operated establishment. I highly suggest giving them a call.
tina travis
18:34 15 Jun 22
My company has been using Balanced Bookkeeping over the last year, and they do a phenomenal job. Top notch reporting, fantastic attention to detail, quick responsiveness, and very professional and kind to work with. Highly recommend! -Will Spence, Highland Property Management
William Spence
22:20 03 Jun 22
Very excellent services
Trey Castle
16:14 22 Jul 21
Shelley and Gale do an amazing job! They are very responsive, fast and thorough about getting their customers taken care of. They helped me in a real bind and not only met but exceeded my expectations! I would recommend them to anyone in the area.
Lisa Rizzo
15:51 01 Jan 21
The team at balanced bookkeeping go out of their way to make sure that your books are done right, and you are prepared - not just to file your taxes, but to understand how you could improve efficiencies in your business.
Christi Lowe Productions
02:07 02 Feb 20
I was referred to Shelley and Balanced Bookkeeping and I am so glad I called! I thought I had a handle on my Quickbooks accounting for my small business but we recently upgraded our inspection software and billing and it wasn't syncing the way I had previously learned. After a few months of trying to balance things on my own and reconcile, I was in a pickle and getting overwhelmed. I set up an appointment with Shelley and she and I went step by step through all of my concerns. Then she and her team did their behind-the-scenes magic and BAM, my books looked amazing! We just had our follow-up phone call and she trained me how to use QB with my new software PLUS she had already reconciled the previous months so it was soooo much easier than I anticipated to get back on track. I highly recommend Balanced Bookkeeping of NC - so professional and knowledgeable AND they communicated with me in a very timely manner. Thank you again!
Lori Doherty
17:51 18 Sep 19
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