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

  • Consulting/Training for QuickBooks
  • 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 Tax and Financial Services

  • Personal Financial Management
  • Personal Tax Planning
  • Personal Tax Preparation
  • Budget & Goal setting

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 firm staffed with Certified QuickBooks Pro Advisors and offer a variety of 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.