Balance My Books offers a wide range of services to address the back office needs of our business clients.  Our clients receive dedicated, consistent, reliable and confidential service offered in a professional and friendly manner. Below is a listing of the services we currently offer.  We know that not all businesses are the same which is why we tailor our services to meet the unique needs of our clients. Contact us today so we can tell you more about how Balance My Books can help YOUR business! 

• Accounts Payable (purchase orders, invoice payment)
• Accounts Receivable (sales receipts, invoicing) 
• Bank and Credit Card Reconciliations
• General ledger entries
• Monthly reporting tailored to meet your needs (customer, sales, vendor, etc)
• Monthly financial statement preparation (P&L, Balance Sheet, Cash Flow)
• Year-End reporting
• General Ledger set-up or maintenance
• Accrual or cash basis accounting

• Weekly/bi-weekly payroll processing
• Preparation of Printed Checks or Direct Deposit Services
• Preparation of quarterly and year-end payroll reports
• Quarterly tax payments
• Employee record keeping
• Preparation of required independent contractor filings (1099's)

• Sales tax reporting
• Budget planning and analysis
• Cash Forecasting
• Collaboration with your CPA/Tax Preparer
• Audit assistance
• Data entry
• Account analysis
• Quickbooks support and consulting