In Balance Books is a full service provider for your tax and bookkeeping requirements. Since 1982 we have assisted clients in these important areas.
QuickBooks Problem Solving, Sales, and Support;
- A QuickBooks Specialist since 2000
- Achieved the Gold Level of QuickBooks expertise
- Service, troubleshoot and solve problems with existing systems
- Select and install new QuickBooks systems
- Train clients’ staff in QuickBooks procedures
- QuickBooks Pro Advisor since 2002
Strategic Workflow Designs;
- Determine Profit or Loss on a job by job basis
- Analyzing your current workflow and designing improvements to reduce redundancy, improve efficiency, and lower managerial costs
- Joint effort with management to maximize organizational goals
Bookkeeping Services;
- We provide monthly, quarterly, and annual financial reporting
- Confidential payroll preparation either on-site or off-site
- Services required for accurate and timely financials, including quarterly and annual tax filings and workman’s compensation audit information
Tax Preparation Services Concentrating On;
- Maximizing your tax savings
- Determining all potential legal deductions
- Tax advantages for both individuals and business
- Establishing farming as an agri-business
- Specialist at Farm Tax Returns and Closely Held Corporation returns
- Assistance with tax related notices
Bookkeeping Software Support;
- Expert assistance in the selection, installation, training, and customizing financial software to your individual business needs
- Design and implement procedures required to maximize software benefits
Bills Management;
- Establish easy to follow bill paying regiments
- Take advantage of allowed payment discounts
- Avoid overdraft and late payment charges
Purchase Planning;
- Strategic tax advantage planning for major purchases and expenditures
- Utilizing discretionary income to its maximum benefit
- Compare labor cost for similar jobs in the immediate area
Work Sites Flexibility;
- We have two convenient offices to serve your needs
- At your request our staff will work at your home or business
- Only a phone call away whenever your tax or financial decisions need an answer
Shut In Service;
- We offer Shut In Service at the client’s request
- Home, Hospital, Assisted Living Centers visitation available as needed, year round
Serve Your Immediate Needs;
- In addition to our scheduled assistance we are available, “As needed” to answer your questions, concerns, and planning needs