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About

Full charge bookkeeping and payroll services
Certified QuickBooks Online Advanced ProAdvisor
Fathom Masterclass Certifcation
Certified TSheets Pro
Integration with business apps with QuickBooks (such as Square, SalesForce, T-Sheets, Bill.com, Neat, etc)
Training, consulting

Reviews (3)

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C

Christopher J

3 July 2019

Balancing The Books triaged our not-for-profits accounting department. From payroll, to day to day accounting maintenance, Jason and his two associates are professional and excellent at what they do. I would recommend Balancing The Books to any private business owner or manager looking to improve their accounting department. I am looking forward to our continued relationship. Thank you! More...

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Michael B

11 December 2018

Very professional. Jason’s attention to detail is strongly valued and would be an asset to any business. Highly recommended.

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Mitch P

16 October 2018

Jason exceeded my expectations and was more than helpful in addressing my needs. He is willing to go above and beyond to achieve customer goals. I appreciated his patience and attention to detail the most. He is extremely friendly and accommodating. I would recommend Jason to anyone who needs bookkeeping services. More...

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Q&A

My firm uses QuickBooks Online and supports clients both locally and remotely. We utilize cloud-based apps which also integrate with QBO, including bank feed downloads.

Bookkeeping is not only a matter of fulfilling accounting obligations, it is an essential element of operational management control.

I love when good accounting data is fed into the accounting system, and rock-solid, dependable reports are produced.

As an independent firm, we are able to reach many more business in need of bookkeeping help. The variety of business types and accounting needs means that there is never a “routine” day at work.

Clients should chose Balancing The Books because we are a “firm of the future”. We understand and embrace modern cloud-based accounting practices, which means we spend less time doing mundane data entry tasks and more time being a trusted advisor.

Services

A/R, A/P, bank reconciliation, general ledger, financial statements, depreciation, accruals, cash flow management, sales tax, reporting

time tracking, scheduling, PTO accrual and usage, new employee onboarding, 1099 contractors, direct deposit, payroll liabilities, 940/941, W-2, reports

detailed reports and graphs, KPI's (key performance indicators), company goals and goal tracking, budgets