Jamestown, New York, Chautauqua
(3)
Jamestown, New York, Chautauqua
(3)
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
Christopher J
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...
Michael B
Very professional. Jason’s attention to detail is strongly valued and would be an asset to any business. Highly recommended.
Mitch P
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...
What kind of accounting services do you provide?
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.
Why is it so important for businesses to hire a great accountant?
Bookkeeping is not only a matter of fulfilling accounting obligations, it is an essential element of operational management control.
What do you love most about your job?
I love when good accounting data is fed into the accounting system, and rock-solid, dependable reports are produced.
What inspired you to start your own business?
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.
Why should our clients choose you?
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.
bookkeeping
A/R, A/P, bank reconciliation, general ledger, financial statements, depreciation, accruals, cash flow management, sales tax, reporting
payroll
time tracking, scheduling, PTO accrual and usage, new employee onboarding, 1099 contractors, direct deposit, payroll liabilities, 940/941, W-2, reports
financial analysis
detailed reports and graphs, KPI's (key performance indicators), company goals and goal tracking, budgets
