Balanced Bookz: Accounting, CPA, Bookkeeping, Tax Planning & Preparation, P/T CFO
Phoenix
(2)
Phoenix
(2)
I am here to handle all your Accounting and Tax service needs. We provide services for all aspects of Tax Planning and Preparation including CPA, Fractional CFO services, Forensic Analysis, Bookkeeping and more.
Owner of computer software business for over 20+ years before successful sell.
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2 customer reviews
Realty Company
Outstanding to work with. Was a complete professional from the first interview, respectful of time, knowledge of bookkeeping is excellent, flexible and able to provide outside the box solutions.
Small Web Development Firm
Lori was superb. She is what I call a "handler". She is self directed, highly skilled, personable and made extremely valuable contributions to our operation.
What kind of accounting services do you provide?
HOW IT WORKS
*Review current accounts and financial reports
*Review Corporate Structure
*Review prior year’s Tax returns
*Identify the issues
*Work with you to determine your goals
*Create a plan to resolve issues and timeframe
*Provide quotes
*Ongoing review and plan adjustment
SERVICES PROVIDED
*Business Consulting
*Tax Planning
*Tax Preparation
*Asset Investment Analysis
*Forecasting P&L and tax obligations
*Cash Flow Planning
*Chart of Accounts Optimization
*Forensic Accounting Analysis
*Inventory Analysis and Planning
*Job Costing
*Insurance Planning
*Virtual CFO Services
*Business Health Review
*Investment Planning
*Retirement Planning
*Bank & Account Reconciling
*Budget Creating & Tracking
*Tracking Projects
*Accounts Receivable
*Accounts Payable
*Payroll
*Custom Reporting
*Credit Management and Strategy
*Automation with data feeds
*Accounting Policies and Procedures
*Data Entry
*Profit/Loss Statement
*Balance Sheet
*Invoicing
*A/P
*A/R
*Payroll
Why is it so important for businesses to hire a great accountant?
Your ability to make financial decisions about your company start with everything that a great accountant can provide. Generally accepted accounting principles (GAAP) are a common set of accounting principles, standards, and procedures that companies and their accountants must follow when they compile their financial statements.
What do you love most about your job?
Helping small to medium sized businesses improve their process and procedures in order to maintain accurate financial statements.
What inspired you to start your own business?
I'm an entrepreneur at heart and building a business in an industry that needs great accountants that help business owners make financial decisions based on solid financials.
Why should our clients choose you?
If you look at my history and feedback of the clients that I helped you will see why you should choose me.
Upwork TOP RATED PLUS 100% Job Success with 1000's of hours worked.
Use this link to see what I have accomplished. https://www.upwork.com/fl/lorim64
Can you provide your services online or remotely? If so, please add details.
I provide my service online and remotely through Zoom, Skype or any form of communication you prefer.
What changes have you made to keep your customers safe from Covid-19?
My services are provided remotely so I don't have contact with my customers.
Bank & Account Reconciling
The basis of balanced bookz is reconciling all accounts associated to the business. We provide a “No Risk”assessment to determine what it will take to get you back to Balanced Bookz.
Tax Preparation & Planning
Serving both individual and business planning, preparation and filing needs while remaining compliant with the continuously changing tax laws and regulations. Offer comprehensive tax services for upcoming returns and will work with you to plan ahead to maximize appropriate deductions and credit opportunities.
-Individual Tax Preparation
-Tax Preparation for Businesses
-Tax Planning
-Estate & Trust Tax Services
-Non-Filed Tax Returns
-Back Taxes Owed
-Payroll Tax Problems
-Bankruptcy
-Innocent Spouse Relief
-Get Your IRS File
Budget Creating & Tracking
Budgeting and tracking of budget is simple to setup in Quickbooks and it's something we provide for many of our clients.
Forecasting
We have experience helping many different types companies with forecasting by utilizing your balanced bookz as the foundation to forecast the future based on the many factors that can impact your business. For example if you increase marketing spend how will that impact sales and costs associated to increasing sales.
Accounts Receivable
Maintaining your bookz and a solid process throughout your accounting will assure that your accounts receivables will be correct and trackable. We are happy to provide advice on all aspects of accounts receivables including collections processes and messaging.
You must maintain correct accounts payables and accounts receivable to be able to forecast your cash flow. Cash is king for any business!
Accounts Payable
Knowing who you owe and how much is about a solid accounting process that ensures that your bookz are reliable. You must maintain correct accounts payables and accounts receivable to be able to forecast your cash flow. Cash is king for any business!
Cash Flow Management
Cash is King!
Being able to determine where your cash is today and what it will be tomorrow, next week or next month is crucial. Many factors come into play but starting with balanced bookz is the foundation. Then we can work with you to determine the many factors that can come into play that impacts your cash.
Payroll
We are happy to work with any full service payroll solution or utilize Quickbooks services to maintain your payroll and payroll taxes. We will make sure that all of this is reported properly within Quickbooks and make sure you don't miss any schedules associated to payroll.
Custom Reporting
We are happy to create custom reports within Quickbooks or if needed spreadsheets to meet your unique needs.
Automation with data feeds
We have experience automating the data feeds with the many merchant services, online billing platforms, online services like Amazon, PayPal, Shopify, bank accounts...
Accounting Policies and Procedures
Any good bookkeeper must help you organize and utilize best practices to minimize the cost of bookkeeping and the accuracy of your financials.
Data Entry
At times data entry is needed but our goal is to automate as much as possible to minimize your costs and human error.
Profit/Loss Statement
Your Profit/Loss Statement should be organized based on your individual needs in order to track your different revenue streams and your expense accounts to give you the summary and detail needed to help you make better financial decisions. Too much detail or not enough is a balance between manageability and important categorization of financial information.
Balance Sheet
Your Balance Sheet is just as important as your Profit/Loss when it comes to your financial structure. Asset management especially when inventory is involved is critical to many factors of your business with Cash flow being one of the primary concerns.
Invoicing
Invoicing is something that processes and procedures can have a real impact on. Maintaining the proper process will help insure the accuracy of all of your books when implemented properly. We see many times where this process is not correct and causes inaccuracy and a poor customer experience. We help you avoid that situation!
Inventory Management
Inventory can be complicated for many companies and we will analyze your situation and recommend the best practices to maintain accurate inventory numbers. For some companies one of your most valuable assets is inventory and we consistently find issues in this area.
