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OUR JOB IS TO MAKE YOU LOOK GOOD!

Balancing Act provides professional accounting and bookkeeping services to businesses and CPA firms alike. We believe our services can be beneficial to CPA’s in a variety of ways.

How will your firm benefit from working with Balancing Act?

  1. We will bridge the accounting gap for your clients that can’t afford a full time accountant. Perhaps their inexperience with record keeping and accounting leave their records sketchy and incomplete. Working with your client, we will provide the detailed, accurate and complete reporting your CPA firm needs. Along with that, your clients will be relieved they have the help they need!

  2. We will remove your firm from the hassles and headaches of doing mundane book work that is costly to you in staffing, time and money. In turn, you will have more time to focus on the lucrative services you enjoy providing as a CPA.

  3. We will provide the individual attention to your clients that require extra assistance and training to bring their reporting up to speed. Your clients will be pleased your firm cares enough to provide the very best in service!

Look at what Balancing Act can do for you.

Comprehensive bookkeeping services for your clients:

Monthly financial statement preparation:

  • Complete payroll services, including all associated federal and state electronic tax filings
  • Accounts Receivable / Billing
  • Accounts Payable (Online bill paying available)
  • Sales Tax Reporting
  • Bank Statement Reconciliation
  • Balance Sheet
  • Income Statement
  • Budgeting
  • Depreciation Maintenance and Schedules

Annual services:

  • Year end 1099 tax reporting
  • Compilation at year end of all documentation required for CPA tax preparation, as well as financial review and/or audit.
  • Preparation of annual corporate filings with city agencies, (ie: city license and/or Personal property tax filing)
  • Balancing Act will work in tandem with your CPA firm as a sub contractor, or you can put us in direct contact with your client.

Why Balancing Act?

Accounting is our passion!

 

Affordable services

20 years proven experience

 

Flexible operating hours

Proficient with QuickBooks accounting software

 

Dependability is assured

Accuracy and meticulous attention to detail is our forte

 

Mutually beneficial - we will partner with you to maximize your client’s satisfaction

Call today for a free initial consultation... 757-548-2075

 

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