Balance
We provide comprehensive financial success services aimed at providing you peace of mind—both business and personal. We will help you achieve—Work. Life. Balance.
Business Tax and Financial Services
QuickBooks Consulting/Training
Bookkeeping/Write-Up
Internal Financial Statements
Payroll Services and Compliance
Sales Tax Services and Compliance
Business Tax Planning
Business Tax Preparation
Consulting Services
CFO Services
Business Consulting
Accounting Software Consulting and Implementation
Business Entity Selection
Financial Forecasts & Projections
Cash Flow & Budget Analysis
Management Advisory Services
Pension & Profit-Sharing Plans
Personal Financial Planning
Tax Planning
Tax Preparation
Education planning
Retirement planning
Goal setting
Cash Flow & Budget Analysis
Estate & Trust Tax Preparation
In addition to traditional accounting and tax services, we offer, among other services, the following:
Business setup and design, including entity selection, Review of business processes and workflow, including optimization Accounting software consulting, including selection, implementation, and support Outsourced CFO services, including oversight of internal accounting department Budgeting and Forecasting
We are a Certified QuickBooks Pro Advisor firm and offer a variety of QuickBooks consulting services. We can review your accounting setup and system, offer advice for improving your workflow and minimizing redundancies, train your internal personnel as needed, and oversee your monthly financial information. Or, if you prefer, we can be your outsourced bookkeeping department, handling your daily, monthly, quarterly and annual bookkeeping needs.
Traditional accounting and tax services – Monthly, quarterly, and/or annual internal financial statements Payroll setup and reporting, Sales tax setup and reporting Income tax preparation for businesses, individuals, and/or nonprofits Income tax planning for businesses and individuals, Nonprofit entity compliance
