Perfectly Balanced Books

• Focus on maintaining fiscal health of small businesses • Bookkeeping and accounting services include providing organizational tools for budgeting, forecasting, and inventory management, paying expenditures, billing services, recording income and deposits, balancing accounts, reconciling statements, managing past-due accounts, preparing financial statements, managing and processing payroll, withholding and filing taxes • Consulting services include development of accounting processes and procedures for new clients, small business valuation, new business formation, financial and tax-related advice, comprehensive loan proposals • Tax Preparation for individuals, self-employed/sole proprietors, partnerships, nonprofits, and S and C Corporations in U.S. and U.S. territories, all U.S. state returns • Advisory services include cash flow management, performance analysis, strategic business planning, creative courses of actions and solutions through combination of data and expertise • Knowledge and experience using accounting and tax software – Xero (preferred and recommended accounting software), QuickBooks, TurboTax, H&R Block, & Drake (preferred and recommended tax software) • Knowledge and experience with apps to solve your business needs - WorkflowMax, Receipt Bank, Expensify, Hubdoc, TSheets • Offer innovative approach that focuses on cost-effective financial management