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Balancing The Books

560 West 3rd Street, Jamestown, NY, USA

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‘21 Certificate of Excellence, 2021

About

Transforming the way small businesses like you do business.

BALANCING THE BOOKS is a bookkeeping, tax, and advisory firm that delivers valuable solutions for your daily operations by:

- setting-up a customized ecosystem of cloud-based apps;

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Reviews (3)

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5/5

3 customer reviews

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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...

Reviewed on Better Business Bureau

11 December 2018

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

Reviewed on Better Business Bureau

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...

Reviewed on Better Business Bureau

Q&As

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

Proactively finding ways to legally reduce your tax liability.