About us
Bookkeeping should feel calm, not chaotic.
Moore & Ballard is a boutique bookkeeping firm in Idaho, helping business owners understand their numbers and feel confident about their books.
MB
Owner & CEOMegan Ballard
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HM
COOHolly Moore
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What we value
How we work
ClarityPlain-English explanations, so you always understand your numbers.
ConsistencyReliable monthly routines that keep your books current.
IntegrityAccurate, honest work you can hand your CPA with confidence.
ProfessionalismSecure, organized and on time.
Our process
How working with us looks
We work in QuickBooks Online on a cash basis unless agreed otherwise, and coordinate directly with your CPA at year-end. We're bookkeepers, not CPAs, and we don't prepare taxes.
- Review & scopeWe look at where your books are today
- SetupQuickBooks Online setup or review
- Monthly bookkeepingCategorization and reconciliation
- Month-end reportsClear summaries written for you
- Year-endCoordination with your CPA
Let's talk.
Questions about your books, our services or our upcoming courses? We'd love to hear from you.
For general bookkeeping education only. This is not financial, tax or legal advice. Do your own research and talk to your CPA about your specific situation.