Setup & Training
We help you find the right software solutions for your business needs and provide training for your staff.
Our customized bookkeeping & payroll packages are designed to be cost-effective and deliver value for your business.
We specialize in business tax return preparation, entity selection and new business setup.
Get Your Books Tax-Ready
Have you been doing your own books and ended up with a mess? Are you completely lost in your financials and need a rescue? Don’t worry. We can help. We love a challenge and specialize in complex accounting cleanups.
After we rescue your company file, we will teach you proper workflows and improve your bookkeeping process to make it more efficient. In addition, we will suggest a plan to keep your company’s financial health in check going forward.
Ready to get started? We are taking on a limited number of new cleanup projects during the months of December and January.
PROACTIVE, INNNOVATIVE, TECH-DRIVEN ACCOUNTANTS
As proactive business advisers, we are committed to helping you thrive! We are engaged in your processes and provide advice throughout the year, not just at tax time. Combined experience in public accounting with a drive for innovation and the latest technology is our not-so-secret recipe for success.
EASE OF COMMUNICATION
Our communication style is very simple. When you are our client, expect meetings over coffee and plain language discussions about your business. We do all the number crunching geeky stuff behind the scenes and provide you with the insights that matter. Feel free to call us, skype, and email. Whatever it takes, we want to be accessible to you.
Our pricing is always fair to our clients and team members, both of whom we highly value. Monthly services are flat fee based with no surprises, unless they are pleasant.
Alena has been a godsend in helping me to set up cloud-based software for my new business. The amount of knowledge she has is extraordinary and I feel very confident in her ability to steer me in the right direction as I grow my business.
We used Balance Experts to help us with accounting software setup. We are an e-commerce business and were not using any software in the first year. We were impressed with the level of service we received: the setup process was well organized, we provided all the necessary information, and were ready to start training within two days. Alena has taken the time to walk me through all aspects of using Xero and scheduled and follow up session to cover the questions I had. In addition, Alena reviewed our last year’s business tax return, pointed out issues that need to be corrected and advised us on entity classification. We are very happy with the level of service and expertise Alena has provided us, and we highly recommend Balance Experts to other business owners!
Alena Pauliuchkova, CPA is a wealth of knowledge! She’s instructed our Quick Books Class and Xero Cloud Based Accounting class and was awesome!
I cannot say enough good about Balance Experts and Alena!!! She is amazing, detail oriented, knowledgeable, and so patient with me. She cares about my company and its performance and is a breath of fresh air!!!!
Alena and Balance Experts has been an amazing resource and support. She has helped me with my accounting for my business from day one and was able to train me in the use of Xero with just a couple consultation calls. She is professional but also approachable and very easy to talk to. I appreciated this from the start because I knew nothing about accounting for a business. She has given me tools and confidence to do my own bookkeeping but is always there for support and questions. I would absolutely recommend her services to any other business owner.
Alena and Balance Experts have been a life saver for our business. As a yacht brokerage and boat dealer for several manufacturers, we have many different transactions, including payroll and various other accounts. Alena has been able to go back a couple of years and straighten us out. Her patience with me personally has been outstanding as I am a pure sales and marketing guy and usually don’t want to deal with numbers until they bite me! She could not be more professional and knowledgeable. 5 stars are not enough – should be 10!
We are a new small business and knew we needed an accountant. We met Alena at a local conference and immediately knew that she would be a good fit for us. She is personable, professional, meticulous, and gracefully patient with her clients. She certainly knows her stuff!!!