Our bookkeeping/accounting packages are designed to meet your business needs and are customized for you. Whether you need just a few questions answered or your bookkeeping system completely redesigned, we are here to help. We offer different levels of monthly accounting services, complete paperless receipt management, workflow optimization, add-on software integration, and more. You can lean on our team of accounting experts and rest assured your financial data will always be at your finger-tips.
Ready for the next step? – Contact us to customize your choice and get a quote.
Accounting Health Check
Have you already started with Xero or QuickBooks Online, but can’t make sense out of your financial data? Are you having trouble understanding all the features that your accounting software offers and how to use them?
During our accounting health check, we will thoroughly review your company file for set-up errors, identify problems and inefficiencies, and advise you on how to resolve them. During the check-up we will look at:
- Chart of accounts
- Conversion balances
- Bank reconciliations
- Account transactions
- Financial statements
- And more.
Are you behind on your reconciliations and need a quick catch-up? We can help you by downloading and classifying your historical data, catching up on bank reconciliations, and getting your financials ready for the tax return preparation.
Efficiency & Growth
Tedious bookkeeping tasks do not generate revenue and can be very distracting to the more important day-to-day operations. Outsourcing your bookkeeping frees up valuable time that can be used for working on the business and focusing on growth.
Hiring a good bookkeeper full-time is an expensive choice. Outsourcing your bookkeeping function saves money by eliminating wages, benefits, and payroll taxes. You get highly skilled professionals to manage your books at a fraction of the cost.
When you choose an Accounting Plus or Premier package with us, you will enjoy the benefit of having a CPA available to discuss your business all year long, not just at tax time.
We thoroughly enjoy doing what we do, and we love using the best tools in the industry. We put a lot of time into research to find and test the newest technology so that we can bring the results to you.
Let’s talk about simplifying your bookkeeping.
No matter what software you use for bookkeeping, we have a perfect, affordable payroll solution for your small business. Avoid costly payroll mistakes by fully delegating your payroll function to our team. A suite of modern features includes:
- Automatic new hire reporting
- Direct deposit with pay stubs emailed to employees
- Employee accounts
- Automated payments and tax filings
- Seamless integration with Xero, QuickBooks, and FreshBooks
- Your transmitted data is kept safe using the highest encryption standards available.
Direct Deposit to Your Employees' Bank Accounts
Instant Sync with Xero & Quickbooks Online
Free W - 2 & 1099 Reporting
Automatic Tax Payments & Filings
Contact us to discuss your company’s payroll needs.
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!!!