You want to run your business. Good, because bookkeeping takes time. But it's worth it to know exactly where your business stands financially. It's how businesses like yours see what your cash flow looks like, save on deductions during tax time, and stay organized throughout the year. This is where we come in. Whether you want help to have a clear picture of your income and expenses or you simply want us to oversee your bookkeeping efforts, you've come to the right place.
Maintaining accurate records can be a burden to the business owner, distracting them day after day with repetitive and tedious tasks. With Balance Your Business, you can rest assured the many small details that go into keeping accurate, up-to-date records are taken care of. Because every business is different, we offer weekly, biweekly, monthly services - whatever fits the client's needs.
In many cases, we strive to move our clients toward "bookkeeping on autopilot" - which means their bills are paid on time, their journal entries stay up to date, their invoices mailed regularly, and all elements of their bookkeeping and accounting are completed with minimal effort on the client's part, in addition to being ready for tax time at year end.
Maintaining accurate records can be a burden to the business owner, distracting them day after day with repetitive and tedious tasks. With Balance Your Business, you can rest assured the many small details that go into keeping accurate, up-to-date records are taken care of. Because every business is different, we offer weekly, biweekly, monthly services - whatever fits the client's needs.
In many cases, we strive to move our clients toward "bookkeeping on autopilot" - which means their bills are paid on time, their journal entries stay up to date, their invoices mailed regularly, and all elements of their bookkeeping and accounting are completed with minimal effort on the client's part, in addition to being ready for tax time at year end.
Services
Balance Your Business is a full-service company committed to helping you deal with all aspects of bookkeeping.
Regardless of whether you want a comprehensive start to finish approach to your bookkeeping or you want a little help getting on your feet, Balance Your Business can help with bookkeeping services.
Since I am experienced in QuickBooks (20+ yrs), I assure you that you will get nothing but expert advice.
I work closely with your company to personalize my services.
My main goal is to ensure that your books are up to date using tools that suit your needs.
Regardless of whether you want a comprehensive start to finish approach to your bookkeeping or you want a little help getting on your feet, Balance Your Business can help with bookkeeping services.
Since I am experienced in QuickBooks (20+ yrs), I assure you that you will get nothing but expert advice.
I work closely with your company to personalize my services.
My main goal is to ensure that your books are up to date using tools that suit your needs.
If you need extra help on a temporary basis or you want to outsource all your bookkeeping, I will work with you.
We meet to review your financial procedures.
I'll show you ways to streamline your procedures and paperwork to free up time for other activities.
This exercise may be done on a monthly or quarterly basis for bank and credit card accounts.
Regular reconciliation of accounts will give you accurate financial statements.
I can prepare income taxes both for for-profit (Schedule C or partnership returns) and non-profit (Form 990) businesses.
We meet to review your financial procedures.
I'll show you ways to streamline your procedures and paperwork to free up time for other activities.
This exercise may be done on a monthly or quarterly basis for bank and credit card accounts.
Regular reconciliation of accounts will give you accurate financial statements.
I can prepare income taxes both for for-profit (Schedule C or partnership returns) and non-profit (Form 990) businesses.
If you want me to prepare your income tax form(s) from scratch or review them before you file them, I will help.
You collect and give me all the source materials for tax preparation.
I complete the tax forms taking special care to find all the deductions you are allowed to lower your tax liability.
You are able to relax about this issue instead of stressing over forms and/or software.
We then meet to review your taxes and I explain the results before filing them.
I will review the tax return you have prepared, looking closely for additional deductions that you may not have taken.
You collect and give me all the source materials for tax preparation.
I complete the tax forms taking special care to find all the deductions you are allowed to lower your tax liability.
You are able to relax about this issue instead of stressing over forms and/or software.
We then meet to review your taxes and I explain the results before filing them.
I will review the tax return you have prepared, looking closely for additional deductions that you may not have taken.
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