We help business owners "Think Outside the Books..."

We are re-inventing the way small business owners handle fundamental business functions - and in the process, saving them time and money. 

By applying a scalable system of experienced personnel, technology and customized processes we deliver accurate, reliable, real-time bookkeeping and payroll processing services at a fraction of the cost of an in-house solution.

If you're a business owner looking for ways to lower your overhead and decrease the amount of time wasted on basic business functions... 

or, if you're a business owner doing all of the day to day bookkeeping chores yourself when you should be taking care of your customers or finding new ones... 

Contact us today for a free consultation and Get BALANCED.

Part-Time CFO and Consulting Services

Many successful small businesses need in-house bookkeepers to handle customer invoicing, pay the bills and handle other day to day tasks.  By adding Part Time Controller & CFO services, business owners can ensure that their bookeeping operations have the proper checks and balances to protect the business from fraud while providing supervision, high level reporting, owner consutation and strategic vision for their business.
 
  • Does your in-house bookkeeper have the formal education and experience necessary to ensure that your accounting data is complete and accurate?
  • Do you have the time and experience to supervise your in-house bookkeeper and make important decisions regarding accounting practices, tax strategy and regulatory requirements?
  • Do you receive regular financial and operational performance reports that you can rely on to make important business decisions?
  • Does your bookkeeper provide financial analysis, budgeting advice and performance analysis?
  • Do you have a pricing strategy and cost structure designed to meet your goals?
  • Are you doing everything you can to increase the profitability of your company?

Our consulting services can help you look at your financial data and your business in new ways - and ensure your business has the internal systems and controls necessary to maintain accurate and up-to-date financial data.

By spotlighting trends, analyzing cost centers and pricing structures, we can help you make the decisions needed to enhance profitability.

Areas of expertise:

  • Process Improvement and Implementation
  • Accounting System Analysis
  • IT Systems Analysis & Implementation
  • Job Costing & Product Profitability Analysis
  • Ratio Analysis - profit margins, cost allocations
  • Departmental Reporting
  • Cash Flow Forecasting
  • Due Diligence
  • Budgeting
  • Tax Planning
  • Personnel planning
  • Exit planning

Contact us today - let's discuss how we can help your business.

Virtual Accounting Department

Our virtual accounting department services give your small business the full benefit of a dedicated, professional finance and IT department without the overhead and oversight required to do it yourself. Our goal is to act as an internal department in your business, to maximize profitability by focusing on process improvement as well as accepted standards and practices.

Outsourcing your basic business functions with BALANCED will:

  • Cut your internal accounting department overhead costs up to 50%.
  • Ensure your business is receiving the proper attention to its financial health from a team of experienced professionals.
  • Give you a single source solution provider for Bookkeeping, Payroll, Invoicing, Payables and Tax filing.  Plus, consulting and guidance when you need it.
  • Free up business owners' and managers' time to focus on operating and growing the business.
  • Provide the reporting, analysis and management tools needed to make important business decisions.
  • Ensure you always have up-to-date, accurate and professional financial statements to provide to your banker, prospective clients or your CPA.
  • Save you time and money by streamlining transaction processing and business processes.

Each of our clients is assigned a dedicated bookkeeper and controller to supervise their account. We work with business owners to establish customized processes and procedures to fit their specific business needs.

We handle all of your standard business functions including invoicing, receivables, accounts payable, sales taxes, payroll processing, federal income tax, social security and medicare withholding and your annual tax filings with the IRS and state. In addition, we provide the financial analysis, creative solutions and a focus on process improvement that your business needs - and that traditional bookkeeping services cannot provide.

BALANCED gives small business owners peace of mind and the real-time info you need to make sound decisions.

Contact us today - let's discuss how we can help your business.

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