Fractional Controller & AI-Powered Accounting

Your finances,
expertly
balanced.
Now powered by AI.

Get controller-level financial leadership for your growing business — without the full-time hire. Faster closes, cleaner books, and reporting you can actually make decisions from. Backed by AI workflows that cut manual work and cost less than traditional accounting.

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12+ Years experience
$95M Revenue managed
9+ Industries served
Our Promise
"Clean books. On-time closes. Problems solved before you hear about them."
100%
Remote, US-based team
54+
Completed engagements
AI
Powered workflows
CPA
Track credentials
Fractional Controller QBO Advanced ASC 606 Multi-Entity AI Implementation ERP Cleanup
US GAAP Compliant
QuickBooks Online Advanced
NetSuite · Sage · Xero · Yardi · MRI
ASC 606 Revenue Recognition
AI-Powered Accounting Firm
Cannabis Industry Experience
Metro Phoenix, AZ — Remote Nationwide
🤖
Balanced Partners LLC is an AI-powered accounting firm
We implement AI tools that automate your accounting workflows — closing faster, reporting cleaner, and scaling without adding headcount.
See AI Services →
Is This You?

Businesses that have
outgrown basic bookkeeping

We work with business owners who need more than transaction entry. If any of these sound familiar, you're likely ready for controller-level support.

✗
Financial reports arrive too late to act on
By the time you see last month's numbers, the moment to course-correct has passed.
✗
Cash flow feels unpredictable
You're profitable on paper but never sure what's actually available — or what's coming up.
✗
Month-end close takes too long
Your team spends days chasing down numbers instead of running the business.
✗
Your books are behind or unreliable
Reconciliations are months behind, or you don't fully trust what the numbers say.
✗
You need controller expertise — not another bookkeeper
Basic transaction entry isn't enough anymore. You need strategy, oversight, and financial leadership.

If this sounds familiar, you're likely ready for controller-level support — and we can help.

Free Resource

Is your accounting
holding you back?

Answer 10 quick questions to see where your financial operations stand — and get a personalized summary of where Balanced Partners could help most.

Question 1 of 10
Do your financial reports typically arrive more than 2 weeks after month-end?
What We Do

Full-spectrum accounting,
built for growing businesses

From AP/AR management and payroll to fractional Controller leadership — every service we deliver is enhanced by AI automation that reduces manual work, accelerates timelines, and improves accuracy.

01
Fractional Controller
Senior-level financial leadership without the full-time cost. We own your accounting function — close, reporting, compliance, and strategy — so leadership always has clean, trustworthy numbers.
Month-End CloseGAAPInternal ControlsAudit Prep
02
Bookkeeping & Transaction Management
Accurate, consistent day-to-day bookkeeping that keeps your records current. We handle categorization, reconciliation, and ongoing maintenance across any ERP platform.
QBO CertifiedBank ReconciliationAP/AR1099s
03
ERP Cleanup & Implementation
Books that need cleanup and restructuring? We diagnose, clean, and restructure your accounting system — then implement processes to keep it accurate going forward.
QBONetSuiteSageXeroYardi
04
Multi-Entity Accounting
Complex ownership structures, intercompany transactions, and consolidated reporting managed accurately and efficiently across all your entities and personal holdings.
IntercompanyConsolidationsEliminationsOwner Holdings
05
Revenue Recognition (ASC 606)
Expert implementation for SaaS, contract-based, and project businesses. We ensure your revenue is recognized correctly and your reporting is audit-ready.
SaaSContract RevenueDeferred RevenueCompliance
06
AI Accounting Implementation ✦
We implement AI-powered tools that automate repetitive accounting tasks, reduce manual close work, and improve reporting speed — so your team does more with less. Available as a standalone add-on to any package.
Workflow AutomationAI ToolsProcess EfficiencyReporting Speed
07
Budgeting & Forecasting
Forward-looking financial models and cash flow visibility that give you the insights to make confident decisions — not just a snapshot of where you've been.
Cash FlowVariance AnalysisFinancial Modeling
08
Financial Reporting & Audit Prep
GAAP-compliant financial statements, board-level reporting packages, and audit-ready documentation — delivered clearly and on time, every time.
P&LBalance SheetCash FlowBoard Reporting
09
Accounts Payable Management
Full AP cycle management — from invoice receipt and coding through approval workflows, vendor payments, and reconciliation. We ensure your bills are accurate, tracked, and paid on time while maintaining strong vendor relationships.
Invoice ProcessingVendor PaymentsAP Aging3-Way Match1099 Prep
10
Accounts Receivable Management
Complete AR cycle management — invoicing, collections, cash application, and aging analysis. We reduce your DSO, improve cash flow, and make sure revenue collected matches revenue earned.
InvoicingCollectionsCash ApplicationAR AgingDSO Reduction
11
Payroll Processing & Compliance
Accurate payroll processing, journal entries, and reconciliation for employees and contractors. We ensure payroll records are compliant, properly coded, and integrated with your general ledger.
Payroll JEsW-2 & 1099Payroll ReconciliationContractor Mgmt
12
Sales Tax Compliance
Sales tax tracking, filing, and compliance across jurisdictions. We ensure your business stays current with state and local requirements — whether you operate in one state or across multiple.
Multi-State FilingSales Tax ReturnsNexus AnalysisE-commerce Tax
Pricing

Expert financial leadership,
at a fraction of the in-house cost

A full-time controller costs $10,000–$12,500/month all-in. Our packages deliver the same expertise — enhanced by AI workflows — starting well below that. All engagements include a one-time onboarding fee and a free 20-minute discovery call.

Full-Time Bookkeeper
$5,000–$5,500/mo
salary + benefits + overhead
→
Full-Time Controller
$10,000–$12,500/mo
salary + benefits + overhead
Balanced Partners
From $1,500/mo
Same expertise. Fraction of the cost.
Foundations
Starting at
$1,500/mo
+ $750 one-time onboarding fee
  • ✦Weekly bookkeeping & transaction coding
  • ✦Monthly bank & credit card reconciliation
  • ✦Monthly P&L and balance sheet
  • ✦ERP maintenance & chart of accounts organization
  • ✦Year-end 1099 preparation
  • ✦Email support — response within 1 business day
Get Started
Ideal for businesses under $1M revenue
Most Popular
Growth
Starting at
$3,000/mo
+ $1,000 one-time onboarding fee
  • ✦Everything in Foundations
  • ✦Full month-end close management
  • ✦Cash flow reporting & 60-day forecast
  • ✦Full AP & AR management
  • ✦Payroll reconciliation & journal entries
  • ✦Quarterly strategy call with Controller
  • ✦Tax prep coordination with your CPA
Get Started
Ideal for businesses $500K–$5M revenue
Controller
Starting at
$5,500/mo
+ $1,500 one-time onboarding fee
  • ✦Everything in Growth
  • ✦Dedicated fractional Controller (Monique)
  • ✦Multi-entity & intercompany accounting
  • ✦Budget vs. actual variance reporting
  • ✦Revenue recognition (ASC 606)
  • ✦Monthly executive financial package
  • ✦Monthly Controller strategy call
Get Started
Ideal for businesses $3M–$20M+ revenue
Add-Ons & Project Work
One-time projects and optional add-ons priced separately. All scoped during discovery.
Get a Custom Quote →
Cleanup & Catch-Up
$2,500 – $15,000
Historical cleanup, reconciliations, chart of accounts rebuild. Scoped after books review.
ERP Implementation
$3,000 – $10,000
QBO, NetSuite, Sage, or Xero setup, migration, and optimization. Includes training.
AI Workflow Implementation
Add-On · Custom Pricing
Automate AP, reconciliation, and reporting workflows. Scoped to your business — request a quote.

All packages are starting points. Final pricing is scoped to your business size, transaction volume, and complexity. Onboarding fees cover systems review, account setup, and first-month close — ensuring a clean start.

About Us

Built by accountants
who've done the work

"We built Balanced Partners LLC because growing businesses deserve Controller-level expertise — not just someone to enter transactions."

Balanced Partners LLC is a full-service, AI-powered accounting and advisory firm serving US-based businesses remotely from Metro Phoenix, AZ. We combine senior Controller expertise with certified bookkeeping support and cutting-edge AI implementation — giving our clients a complete, modern finance function without the overhead of a full in-house team.

Our approach is simple: clean books, on-time closes, and financial insights that actually drive decisions. We work as true partners — proactively flagging issues, automating inefficiencies with AI, and making sure leadership always has numbers they can trust. When you work with Balanced Partners, you're not just hiring accountants. You're hiring accountants who know how to make your finance function smarter.

Industries We Serve
SaaSConstructionNonprofitRetail & E-commerceManufacturingProfessional ServicesReal EstateIT / MSPLogistics & TransportationCannabis
MD
Monique Dennis
Managing Partner · Fractional Controller

Monique is a Controller-level accountant with 12+ years of full-cycle accounting experience supporting US-based businesses from $5M to $95M in annual revenue. She specializes in multi-entity environments, ASC 606 revenue recognition, ERP implementation, and AI-powered accounting automation. After several years leading in-house accounting teams, she returned to consulting to deliver high-impact financial leadership to growing businesses.

CPA TrackASC 606Multi-EntityQBO AdvancedNetSuite⚡ AI Implementation
KT
Kevia Thomas
Partner · Bookkeeping & Accounting

Kevia is a QuickBooks Online ProAdvisor-certified bookkeeper with 5 years of accounting and bookkeeping experience supporting small and growing businesses. She brings meticulous attention to detail, deep QBO workflow expertise, and a commitment to keeping client books accurate, organized, and current at all times.

QBO ProAdvisor CertifiedBank ReconciliationAP/AR1099 Management⚡ AI Maintenance
Experience

Deep expertise across
nine industries

We understand the unique accounting challenges, revenue structures, and compliance requirements your industry faces.

💻
SaaS & Technology
Subscription billing, ASC 606, deferred revenue, MRR/ARR
🏗️
Construction
Job costing, AIA billing, retainage, WIP schedules
🏢
Real Estate
Rent rolls, CAM reconciliations, straight-line rent, NOI
🛍️
Retail & E-commerce
Inventory, COGS, Shopify reconciliation, sales tax
❤️
Nonprofit
Fund accounting, grant tracking, compliance reporting
🏭
Manufacturing
Cost accounting, inventory valuation, production costs
💼
Professional Services
Project billing, time tracking, contract revenue
🖥️
IT & MSP
Recurring revenue, ConnectWise, multi-division P&L
🚛
Logistics & Transportation
Fleet costs, fuel tracking, contractor payments, 1099s
🌿
Cannabis
IRC 280E compliance, cash management, cost of goods, multi-state reporting
Featured Service

AI-powered accounting
for the modern business

Most accounting functions are still running on manual processes that were designed decades ago. We help you change that — implementing AI tools that automate the repetitive work, accelerate your close, and give leadership faster, cleaner financial insights.

⚡
Automated transaction categorization
AI learns your chart of accounts and auto-codes transactions — eliminating hours of manual entry every month.
📊
Intelligent financial reporting
Automated report generation that delivers clean financials to leadership on schedule — without manual assembly.
🔄
Close process automation
AI-assisted reconciliations, accrual suggestions, and variance flagging that cut your close cycle time significantly.
🧠
AP/AR workflow automation
Automated invoice processing, payment reminders, and collections workflows that reduce manual follow-up and improve cash flow.
Book a Discovery Call
AI Implementation Pricing
Two ways to engage — project or ongoing partnership.
Implementation Project
One-time setup & configuration
$2,000+
starting at
  • ✦Current workflow audit & gap analysis
  • ✦AI tool selection & configuration
  • ✦ERP integration & testing
  • ✦Team training & documentation
  • ✦30-day post-launch support
Ongoing AI Retainer
Monthly optimization & support
$750+/mo
scales with complexity
  • ✦Monthly workflow monitoring & tuning
  • ✦New automation opportunities identified
  • ✦AI tool updates & maintenance
  • ✦Priority support & quarterly review
What Better Financial Management Looks Like

The outcomes our clients
experience every month

Business owners buy outcomes, not accounting tasks. Here's what changes when you have the right financial infrastructure.

⚡
Faster Close Cycles

Month-end close in 3–5 business days instead of weeks. Financial statements delivered when they're still actionable.

7–10 days → 2–4 days
💧
Cash Flow Visibility

Know where your cash is going before issues arise. Forecast 60–90 days ahead with confidence, not guesswork.

Reactive → 90-day forward visibility
📊
Confident Decisions

Stop relying on instinct because the numbers aren't trustworthy. Make pricing, hiring, and investment decisions backed by reliable data.

Guesswork → Data-driven decisions
🔒
Stronger Financial Controls

Internal controls, approval workflows, and audit trails that protect your business and build investor and lender confidence.

Gaps identified & closed systematically
🤖
Lower Cost Per Output

AI-powered workflows mean we deliver more — faster — without proportionally increasing cost. Better output, fewer hours billed.

More output · fewer manual hours billed
📈
Scalable Processes

Accounting systems and processes that grow with you — so doubling revenue doesn't mean doubling your accounting headcount.

Built to scale from $1M to $25M+
Schedule a Discovery Call
No pressure, no obligation — just a conversation about where you are and where you want to go.
Let's Talk

Ready for books you can
actually trust?

Book a free 20-minute discovery call. We'll learn about your business, identify where you need the most support, and recommend the right solution — no pressure, no obligation.

Book a Free Discovery Call Send Us an Email
We respond within 1 business day · Available during US Eastern & Mountain Time