Tax & Accounting Services

If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.

We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.

Accounting Software Selection & Implementation

There is no shortage of accounting software solutions for your business. Software as a service (SaaS), cloud computing, and other technological innovations are adding more dimensions to technology decisions. Choosing the right solution that will meet the needs of your business now and in the future while also providing a necessary level of security is crucial. We can analyze the nature of your business and financial transactions, current technology, future business plans and emerging needs to identify and implement a software solution that is flexible enough to grow and change with your business.

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Audits, Reviews, and Compilations

Our audit, review and compilation capabilities are a core part of our services. We tailor each process to the unique needs of your business. We deliver financial statements and reports that are clear, concise and acceptable to all outside parties and that can provide information and insight to help you run your business more effectively. We will work closely with you and your key employees to develop and execute a plan to complete this work by minimizing employee time spent on the process and without disrupting operations.

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You can’t run a healthy, successful business without having your books in order. It’s like driving a car without a fuel gauge or map – sooner or later, you are going to get lost or run out of gas. Staying on top of your finances is a crucial part of being a successful small business owner. As such, your financial data must be current and accurate so that you have the tools you need to make sound business decisions and ensure healthy cash flow. A great bookkeeper has the tools and the experience to help business owners stay on top of their finances. At The Perfect Balance, we have extensive knowledge of bookkeeping, up to date software, and advanced educational certification. Do you need a bookkeeper and an accountant? The terms are sometimes used interchangeably, and there can be some overlap in what they do, but there are distinct differences.

Bookkeeping handles the day-to-day task of recording financial transactions, including purchases, receipts, sales, and payments. Accounting is more subjective, providing business owners with financial insights based on their bookkeeping data. Accountants look at the big picture. The accounting process produces reports that bring critical aspects of your business’s finances together to give you a complete picture of where your finances stand and what they mean, what you can and should do about them, and where you can expect to take your business in the near future. We provide a variety of service types to fit your business needs. In house, at our office, or through web-based remote access. We specialize in QuickBooks and Sage accounting software.

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Business Consulting

As a true business partner, we are available to help you deal with any business problem or opportunity. We stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you face questions related to expanding, selling or restructuring your business, we have the necessary business acumen and analytical capabilities to help you make the right decisions.

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Business Entity Selection

Most small businesses start as a Schedule C on your personal tax return. When is it time and advantageous for that to change? Are you a sole proprietor or a partnership? Can you benefit from incorporating as a Limited Liability Company or S- Corporation? Are you ready to take the step as a C- Corporation? We can help you strategize those decisions.

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Financial Analysis

When a business is able to undertake strong financial analysis, it opens up new opportunities to improve management, planning and decision making. Financial analysis provides the numbers to support, reject or contemplate a course of action. Prospective analysis can show how situations may evolve under various scenarios, providing a new dimension to decision making. We are ready to provide this type of financial analysis to support the continued prosperity of your business.

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Financial Statements

Financial statements are an important tool for management decision making. Financial statements also represent your business to lenders, partners, potential buyers and other interested parties. We will work closely with your key personnel to develop and finalize accurate and timely financial statements.

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IRS Representation

An IRS problem can be an intimidating and complex process. If you or your business face an IRS inquiry, we bring years of experience to ensure you are properly represented when dealing with the IRS and other tax authorities. Let us help you prevent a simple inquiry from becoming a significant problem.

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Notary Public

A notary public can help you to handle various business matters, including witnessing and authenticating document execution and signatures. We offer Notary Public services and are available when you need us.

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Payroll Services

Did you start your business because you love to do paperwork? Most business owners would instead focus on profitability. Payroll can be a complex and challenging process. Constantly changing federal, state, and local laws and tax regulations make payroll management an ongoing business owner challenge. The Perfect Balance is a full-service payroll provider that will process payroll, calculate and file payroll taxes, generate payroll tax statements, and new-hire reporting. Payroll packages are tailored to the business so that you only pay for what you need.

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Sales Tax Services

State and local tax authorities are looking to maximize sales tax collections. We can help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner.

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Tax Preparation & Planning

Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.

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Call today to schedule an appointment!