What We Do
Accounting & Bookkeeping
Enhance Efficiency with Professional Accounting Services
Accounting and bookkeeping: where numbers become the storytellers of business success.
In today’s fast-paced business environment, efficient and accurate financial management is crucial for success. At Balanced Books, we specialize in providing comprehensive accounting and bookkeeping services tailored to the unique needs of businesses.
Our expert team ensures that your financial information is always accurate, up-to-date, and comprehensive, allowing for effective financial management and informed decision-making. From precise transaction recording and reconciliation to preparing detailed monthly financial statements, our services ensure that every financial aspect of your business runs smoothly.
With Balanced Books, you receive more than just basic bookkeeping. We act as an external Accounting Manager or Chief Financial Officer (CFO), offering strategic insights and oversight to help you navigate the complexities of financial management.
Our cash management services include precise payroll processing, compliance with federal and state regulations, and conducting thorough audits, freeing you from administrative burdens and ensuring your employees are paid accurately and on time. Additionally, our accounts payable and accounts receivable management services streamline your financial operations, enhancing efficiency and reducing the risk of errors and fraud.
We implement robust control procedures to safeguard your business against financial discrepancies and provide tailored financial reporting that offers valuable insights into your business’s performance and health. Our commitment to continuity ensures that you have a dependable partner who understands your business’s evolving needs and helps maintain financial stability over time.
Whether you need help with budgeting, forecasting, or maintaining compliance with laws and regulations, Balanced Books has you covered.
By partnering with us, you can focus on growing your business while we take care of the financial details.
Looking Out for Your Best Interests
Did you know, at Balanced Books, we prioritize our clients’ success by staying informed about tax credits, grants, and other financial opportunities that could benefit your business. While we may not always handle the application process, we make it a point to keep you aware of what’s available and what you might qualify for. Our goal is to ensure you have the knowledge and resources to take full advantage of every opportunity to maximize your financial well-being. We’re always here to guide you, because your success is our priority.
Bookkeeping
We guarantee that your financial information is precise, current, and thorough, enabling effective financial management and insightful reporting.
- Recording and reconciling all transactions.
- Identifying discrepancies and ensuring accuracy.
- Preparing monthly financial statements.
- Acting as an external Accounting Manager or Chief Financial Officer (CFO)
Payroll
We offer a comprehensive yet flexible outsourced payroll service that can be tailored to meet your specific requirements.
- Calculating employee wages, taxes, and deductions.
- Issuing paychecks or direct deposits.
- Completing audits related to federal and state payroll compliance, worker’s compensation insurance, and 401(k) benefits.
- Ensuring compliance with rules and regulations.
Accounts Payable &
Accounts Receivable
Streamline your financial operations, enhancing efficiency and reducing errors ensuring your business operates smoothly and maintains strong financial health.
Accounts Payable Management:
- Processing invoices from suppliers.
- Recording expenses and ensuring timely payments.
Accounts Receivable Management:
- Invoicing clients for goods or services rendered.
- Tracking payments received and following up on overdue accounts.
Control Procedures
- Segregation of Duties
- Documentation and Recordkeeping
- Internal Reviews and Controls
Financial Reporting
- Generating monthly financial statements.
- Providing insights into business performance and financial health.
- Financial reporting tailored to the needs of your business.
- Budgeting and forecasting.
Bookkeeping
Clean-up & Catch-up
Designed to help you organize and reconcile outdated or disorganized financial records without any judgment.
- Organizing and reconciling financial records that are outdated or disorganized.
- Bringing accounts up to date for accurate reporting.
- We are experts with organizing and consolidating bookkeeping records and processes to ensure accuracy and clarity in financial records.
Client Support and Communication
Our commitment to exceptional client support and communication sets us apart.
- Offering timely responsive support for client queries and concerns.
- Provides accurate and helpful information based on expertise in bookkeeping and accounting matters.
- Effectively resolves any issues or discrepancies that clients may encounter with their financial records or services provided by the bookkeeping company.
- Maintaining clear communication channels to ensure client satisfaction.
- Understanding each client's unique needs and preferences to align with client expectations enhances overall satisfaction.
What Our Clients Say
Real stories from satisfied clients
Our clients’ satisfaction and success are the ultimate measures of our effectiveness. We take pride in the long-term relationships we’ve built and the positive impact our services have had on their businesses. Hear directly from our clients as they share their experiences and the benefits they’ve gained from partnering with Balanced Books.
Frequently
Asked Questions
Answers to common questions about our services
Here, you will find answers to the most commonly asked questions about our accounting and bookkeeping services. Learn how Balanced Books ensures accuracy in financial records, provides detailed financial reports, manages payroll, and assists with planning and budgeting to support the success of your business.
During our free one-hour consultation, we work through a detailed list of questions to understand your current bookkeeping status and future needs.
We explain our process and provide a comprehensive list of action items required to move forward. Once an engagement letter is signed, we create a robust Game Plan outlining each step necessary to get your bookkeeping up to date and in line with Balanced Books’ standards.
This plan is shared with you, and we aim to execute it within 90 days or less, ensuring a seamless transition and accurate financial records.
Absolutely! Our Bookkeeping Clean-Up and Catch-Up services are designed to organize and reconcile outdated or disorganized financial records. We specialize in bringing accounts up to date for accurate reporting, ensuring clarity and precision in your financial documentation.
We provide monthly financial statements that give you a clear and up-to-date view of your financial health. Additionally, we can customize reporting frequency based on your specific needs to ensure you have the information necessary to make informed decisions.
Yes, our services are highly customizable to fit your unique business requirements. Whether you need specific financial reporting, tailored payroll processing, or specialized bookkeeping clean-up, we work closely with you to ensure our solutions align perfectly with your business goals.
