Balanced Accounting LLC
Accounting • Tax • Education
Balanced Accounting has a heart for service-based entrepreneurs and small business owners. We understand that you are a whole person, with responsibilities and dreams outside of your work. And those other areas can have a tremendous impact on the goals for your business. We want you to reach your goals and be successful in your business! We take the time to get to know you so we can serve you better and help you achieve your goals.​
Accounting Services
Monthly Accounting
When you took the courageous step to become a business owner, you probably weren't thinking about tracking income and expenses. If you're like many business owners we work with, you want to spend more time doing what you love and less time tracking numbers. Let us do what we love - the accounting! Give yourself peace of mind by knowing your accounting is taken care of. You will have accurate and timely financial data so you can confidently make informed decisions for your business.​
Monthly accounting services are offered in packages based on the unique needs of your business. The base packages includes recording transactions in cloud-based accounting software*, reconciling bank and credit card accounts, providing you with monthly financial statements, and preparing annual 1099 forms. ​​​If your business needs more services than the base package offers, additional services can be added, including payroll, sales tax returns, bill pay, invoice preparation, and advisory meetings.
Catch Up
We get it, sometimes the accounting tasks get pushed to the bottom of the priority list. If you've gotten behind on your accounting and need someone to step in and get you caught up, we can help with that! In catch up services, we will use cloud-based accounting software* to review transactions you've already recorded, make corrections as needed, enter missing transactions, and reconcile accounts for the catch up period. A deposit is required before catch up work begins.
*We primarily use QuickBooks Online, but are willing to discuss the use of other software you may already have in place.
Tax Services
Tax Preparation
As part of our whole-person approach, we believe that knowing more about you, your business, life, family, dreams, and goals will help us serve you better by identifying more potential tax deductions and credits. We are able to assist with your tax preparation, whether you file as a partnership, S-corporation, C-corporation, or as a Schedule C on your personal tax return. Although we work primarily with small business owners, we also provide individual tax preparation.
Tax Planning
If you are considering a decision for the future that may impact your taxes, the best time to do tax planning is now! Waiting until after the event has happened limits the options for tax savings.
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Tax planning can be beneficial to both individuals and businesses. Some examples of situations that may benefit from tax planning include the sale of real estate, the purchase of an investment property, planning for a child's college expenses, or maximizing retirement contributions.
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Education
Digital Course - Coming Soon!
You're a high-achieving professional who is tired of the hustle culture. You want to share your knowledge and skills with the world, but you feel lost when it comes to starting a business and handling the finances.
Does this sound like you? If you answered yes, then this course is for you!
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This course will walk you through the steps to DIY your own bookkeeping. Starting a business is hard, your bookkeeping shouldn’t be! After completing this course, you will feel more knowledgeable about your business bookkeeping, more confident in your ability to do it yourself, and more empowered in your decision making. While this course would be beneficial to any small business owner, it is designed for service-based industries.