Keeping the Books Balanced
Managed daily accounting for your services
All Services
Project-Based Expense Tracking
Balanced Books
Vendor Support Made Simple
Getting Set Up for Success
Year-End Made Easy
Tech-Integrated Solutions
Our Strategy
We work remotely in the background so you never have to think about bookkeeping again. Every transaction is categorized correctly from the start (especially important for project-specific costs), bank and credit-card feeds are reconciled weekly or monthly, and you receive clear, easy-to-read reports whenever you need them. All data is secure, backed-up, and accessible only to you and our team.
Need Help ?
Ready to get your books under control? Contact Gloria today for a free 30-minute consultation. We’ll review your current setup and show you exactly how much time (and money) you’ll save.
Keeping the Books Balanced
We handle the day-to-day financial tasks that most interior designers dread — recording transactions, reconciling accounts, managing payables and receivables, and entering data from proposals and purchase orders. Everything is done remotely with meticulous accuracy, so your books are always up-to-date and audit-ready. No more late nights chasing receipts or worrying about mistakes. You get clean books and the freedom to focus on designing beautiful spaces for your clients.
What’s included
Recording and categorizing daily transactions
Managing accounts payable and receivable
Monthly financial summaries tailored for designers
Bank and credit-card reconciliations
Data entry for proposals, invoices, and purchase orders
White glove service
With this service you’ll never have to chase another receipt or wonder where your money went. Every expense is properly allocated (especially important for client projects and reimbursables), your bank feeds stay reconciled in real time, and you receive simple, designer-friendly reports that actually make sense—no accounting jargon. It’s the quiet foundation that lets you run a profitable creative business without the financial chaos most designers live with.
Why Interior Designers Love This Service
No More Receipt Chaos: Say goodbye to shoeboxes and frantic scans—every transaction is captured and categorized on the spot, keeping your books spotless without the hassle.
Real-Time Cash Flow Clarity: Get instant visibility into your finances, so you know exactly what's coming in from clients and going out for materials—no surprises mid-project.
Seamless Project Integration: Expenses tie directly into your design workflows, making it easy to track costs for fabrics, fixtures, or freelance help without double-entry.
Related Services
Many designers start with Keeping the Books Balanced and then add these services as their business grows:
