Balanex LiveHelp℠

Live Bookkeeping Help — Without Starting Over Every Time

If you're working inside your own books and need real help — not rotating experts or re-explaining your business every session — Balanex LiveHelp gives you scheduled bookkeeping support built around continuity.

You stay in control of your books.

We provide consistent, professional support so you can move forward with confidence.

Works with: Zoho Books · Xero · QuickBooks Online

Join the Waitlist

Dedicated Care Team

Same person, every time. No re-explaining your business.

Real-Time Support

Scheduled 1-on-1 sessions built around your timeline.

Total Control

We teach you how to master your own platform.

Balanex Bookkeeping Illustration

Doing It Yourself Shouldn't Mean Doing It Alone

You're already in your books. You know how things work. You're not afraid of the numbers.

But when questions come up — or something doesn't look right — getting help turns into its own job.

If you're using on-demand live support:

  • Every session starts with background
  • Context gets rebuilt instead of carried forward
  • Progress feels temporary
  • You solve one thing, then repeat the cycle the next time.

If you haven't chosen a service yet:

  • Full takeover feels excessive
  • Figuring everything out solo feels risky
  • And there's nothing that quite fits how you actually operate

So you keep moving forward — carefully — knowing support exists, but never fully settles in. That tension is real. And it's unnecessary.

Care Team Model

Not On-Demand.
Not Random.
Built for Continuity.

You shouldn't have to re-explain your business every time you need help. LiveHelp monthly plans are built around a care team model that stays with your books — so support actually builds instead of resetting.

Operations ManagerConsistency & quality oversightYour Primary SpecialistYour main point of contactAssociateSpecialistsTrained backup supportContinuityTeamYour account context stays intactCare TeamSupportSeamless handoff when needed

Your Primary

You're assigned a Primary Specialist for your accounting platform and workflow. Over time, they learn how your business runs — so sessions move faster and stay consistent.

Trained Backups

If your Primary is booked, trained Associate Specialists step in without resetting the conversation. They follow the same standards and the same account context.

Quality Control

An Operations Manager oversees every relationship to ensure consistency, accuracy, and follow-through. This isn't "whoever's available" — it's managed care.

Why This Matters

Other live help resets every session. LiveHelp is built so your support compounds over time. Your Primary Specialist gets to know your business, learns your accounting patterns, and helps you move faster with each interaction. That's not just convenient — that's how real professional relationships work.

What Makes LiveHelp Different

Three things that change how bookkeeping support actually feels — and why most on-demand help never quite works.

Dedicated Primary Specialist

You're not routed to whoever is available. You work with the same Primary Specialist over time — someone who learns how your business runs, how you make decisions, and how your books are set up.

Real progress comes from continuity, not random access.

Less explaining
Faster sessions
Advice that stays consistent

Support That Grows With You

LiveHelp isn't a one-size service. You choose a level of monthly support that matches where your business is today — and adjust as things change.

You stay in control of both your books and your support.

Flexible monthly levels
Scales with your growth
No wasted capacity

Continuity Without the Reset

If someone else steps in, your progress doesn't disappear. Your account context, standards, and history are maintained by the care team — so support continues instead of restarting.

No momentum lost. No re-explaining.

No "let me catch you up"
Consistent standards
Context always intact

Most live bookkeeping help answers questions. LiveHelp is built to support the business behind them.

How LiveHelpˢᵏ Works

A straightforward process designed for your success, not our convenience.

01

Request a Session

Tell us what you need help with. Pick a time that works for you. Mon-Fri, 9 AM-5 PM MST. That simple.

Easy booking
Your schedule
Flexible times
02

Meet Your Specialist

Your Primary Specialist shows up. If they're helping another client, a trained Associate steps in with full account knowledge.

Consistency
No rescheduling
Real preparation
03

Learn & Execute

They guide. You do the work. You learn. You maintain control of your books. Not done-for-you. Educational. Real.

You own it
No outsourcing
Learn the process
04

Make Better Decisions

With clear numbers and consistent guidance, you make decisions with confidence. Your numbers actually inform your strategy.

Clear insight
Strategic clarity
Real growth
1

Request a Session

Tell us what you need help with. Pick a time that works for you. Mon-Fri, 9 AM-5 PM MST. That simple.

2

Meet Your Specialist

Your Primary Specialist shows up. If they're helping another client, a trained Associate steps in with full account knowledge.

3

Learn & Execute

They guide. You do the work. You learn. You maintain control of your books. Not done-for-you. Educational. Real.

4

Make Better Decisions

With clear numbers and consistent guidance, you make decisions with confidence. Your numbers actually inform your strategy.

That's it. Request → Learn → Decide → Grow.

What's Included

Everything you need for professional, guided bookkeeping support.

Live 1-on-1 Sessions

Real-time guidance via Zoho Assist. You can see them. They guide. You execute.

Session Summaries

Screenshot-based guides for follow-up. Clear next steps. Easy reference.

6 Hours/Month Included

Use flexibly. All at once or spread out. Scale up with overages at $35/hr.

Instant Scheduling

Pick your time. Mon-Fri, 9 AM-5 PM MST. Your schedule, not a call queue.

Your Specialist Knows You

Same person every session. They learn your business. Real continuity.

Backup Care Team Ready

If your Specialist is busy, trained backups step in seamlessly.

What LiveHelpˢᵏ Is NOT

Not Done-For-You

We don't do the work. We teach you how. You stay in control of your books.

Not a Hotline

We're scheduled, not reactive. You book a time. We prepare. Real professionalism.

Not Tax Filing

Educational guidance only. Keep your CPA. We make their job easier.

Simple Pricing

Choose Your Support Level

No long-term contracts. Cancel anytime. Scale up or down as your business needs change.

Pro Support

12 Hours / Month

$449.95//month

Maximum support for businesses managing high transaction volumes and sophisticated accounting needs.

Everything in Growth
Maximum monthly hours
Complex multi-entity
Advanced workflows
Premium priority
Most Popular

Growth Support

8 Hours / Month

$329.95//month

Ideal for growing teams with increasing bookkeeping complexity and more frequent support needs.

Everything in Core
Ideal for growing teams
Heavier usage
Complex workflows
Best value plan

Core Support

6 Hours / Month

$249.95//month

Perfect for business owners who need consistent guidance but prefer to stay hands-on with their books.

Live screen-share support
Troubleshooting & reviews
No contracts
Priority scheduling
Ongoing monthly help

One-Time Session

Up to 1 Hour

$55

Try LiveHelp with a single session. Perfect for getting a feel for how we work before committing to a monthly plan.

Live screen-share support
One-time session
No care team continuity
Pay per session
Test the waters

Need more than 12 hours?

Full-Service Bookkeeping starts at $550/month. We'll tell you honestly when it's time to upgrade.

Monthly plans include overages at $35/hour, calculated by the minute. No surprise billing. Transparent costs.

Easy Scheduling

Request when you need help. Pick your time. That's all the planning required.

When We're Available

Professional business hours, every time.

Monday - FridayOpen
Saturday - SundayClosed

Hours of Operation

Mountain Standard Time, every session.

9 AM - 5 PM

MST (Mountain Standard Time)

That's:

  • • 10 AM - 6 PM CST
  • • 11 AM - 7 PM EST
  • • 8 AM - 4 PM PST

Why MST?

We're based in Mountain Time. It's our home. It's consistent. No confusion.

How to Book

1

Tell us what you need

Fill out the waitlist form. Select your platform. We'll match you with a Specialist.

2

Check your email

You'll get access to our scheduling portal and meet your Specialist.

3

Pick your first session

Browse available times. Click to book. Confirmation email within minutes.

4

Join via Zoho Assist

At your scheduled time, click the link. One-on-one guidance starts immediately.

That's it. No contracts. No setup fees. Professional support, on your schedule.

Frequently Asked

Real questions from business owners like you.

Still have questions? Get in touch

Limited Availability

You're Not Alone in This

Hundreds of business owners are already tired of struggling with bookkeeping. If you're ready for real support from someone who knows what they're doing, let's talk.

What happens next:

  • Join the waitlist. You'll see your position and get onboarding details.
  • Meet your Specialist. We'll match you with someone who gets your business.
  • Book your first session. Pick a time that works. Learn what's possible.
Join the Waitlist
No long-term contracts
Cancel anytime
Free consultation

No pushy sales. No spam. Just a conversation about whether LiveHelp™ is right for your business.