Bookkeeping
Bookkeeping is the backbone of our business. We can do everything from regular bookkeeping to set-up. Plus, we offer customizable and affordable packages to fit your specific needs and budget. No matter if you’re a small business or a large corporation, we’ll keep your books clean and up-to-date so you know what’s happening.
Regular monthly bookkeeping
Logging transactions and/or managing bank feeds, categorizing transactions, reconciliations, reviewing P&L and Balance Sheet.
Set-up & clean-up service
Get set up with a bookkeeping system or clean up your existing books.
Small Business & Personal Tax Return
We know how easy it is to say that you will do your taxes later. But before you know it, tax season is here, and the forms are still blank. Don’t stress. Let us file your taxes so that they’re done properly and meet deadlines. That way, you don’t have to receive a letter from your favorite pen pal — the IRS.
Income Tax Filing
Get taxes filed correctly and on time to stay compliant.
Monthly sales tax filing
Keep your sales tax filed regularly.
Let’s balance your books and taxes
Let this be the start of something great! We want to help put you on your way to financial success.
Tax Planning
Many businesses don’t know the ways they can save in taxes every year. Let us help uncover savings opportunities for your business. We’ll look at your current and future financial picture to identify potential deductions and credits. You’ll get a better idea of where to spend your hard-earned money and avoid getting taxed to death.
Tax review & analysis
Gain a full picture of your estimated taxes in the current financial year.
Tax strategy & savings
Plan for deductions and credits for wiser money-spending.
Payroll
Don’t forget about your hard-working employees. They need love, too! It’s essential that your entire organization gets paid accurately and in time for payday. We can help with your payroll, from gross and net calculations to reconciliation and tax reporting.
Payroll management
We manage your checks, direct deposits, and tax benefits.
Quarterly tax report filing with Fed and state
We assist with filing your quarterly tax reports to federal and state governments.
Business Consulting
Need some professional advice on how to run your business better? That’s in our wheelhouse, too. We can meet to discuss how to take your business to the next level, providing counsel and guidance on business structure, growth & profit, operations, hiring, and more.
Operational improvements
Find ways to enhance efficiency and revenue.
Talent development
Gain better talent through refined development.
Get the complete package
Want to have it all? That’s the spirit! We can work out a full, all-inclusive plan that fits your needs.
Frequently Asked Questions
What does it mean to reconcile our accounts?
Reconciliation essentially means that we look at two sets of records (ledgers, bank statements, accounts, taxes, etc.) to make sure that all the numbers line up. It’s a way for us to detect any errors or discrepancies. Ultimately, it’s a practice that helps keep you in compliance.
If I work with you, will I still have control over my business and money?
Yes, absolutely! We don’t have control over anything. We’re simply your assistants who help to get your financial assets and records in order.
What bookkeeping systems do you use?
We can work with any type of bookkeeping system — we have no preference. Some examples of systems we have worked with are QuickBooks, Xero, Zoho, and FreshBooks.
What type of businesses do you work with?
We work with businesses of all sizes, from small businesses to multi-member LLCs, and in a variety of industries. Past clients have come from banking, insurance, legal services, automotive, real estate, and construction, just to name a few.
Can this be done remotely?
Yes! Thanks to technology, many systems allow us to work with your books and taxes remotely. However, we understand some prefer to meet in person. That’s something we can discuss and accommodate.
Testimonials
I love the ease of doing business with Balancing Act. Tammy’s professionalism and personal touch calmed any fears I had about dealing with the IRS!
Suzy M.
James S.
Tammy was amazing! Punctual, responsive, and fast in delivering what I needed. Couldn’t be happier with her services! Will definitely use Tammy again.
Selena B.
Ready to start?
So are we! Let’s work out a personalized plan that perfectly fits your needs and budget.
