Hello! I have been in account for 7 years, and I am now the owner of a bookkeeping and tax firm. I specialize in booking clean ups, creating financial reports, and organizing client data. As for tax prep, I work with individuals, S-Corps, LLC’s, and Non Profits.
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What kind of accounting services do you provide?
Full cycle accounting services are available for all bookkeeping clients.
Why is it so important for businesses to hire a great accountant?
Hiring a great accountant is crucial for businesses as they ensure accurate financial records, compliance with regulations, and strategic tax planning. They help identify cost-saving opportunities, manage cash flow, and provide valuable insights for decision-making, ultimately contributing to the business’s growth and financial stability.
What do you love most about your job?
The ability to provide clarity and structure to a business's financial situation. It’s satisfying to solve complex problems, ensure compliance, and help clients make informed decisions that drive growth and stability. My role also offers opportunities for continuous learning and improvement.
What inspired you to start your own business?
I was inspired to start my own accounting company by a desire for independence and a passion for helping businesses thrive. I wanted to create a personalized approach to accounting, providing tailored solutions that address clients' unique challenges. Additionally, the opportunity to build a team and foster a positive work culture motivated me to take the leap.
Why should our clients choose you?
Clients should choose my bookkeeping and tax company for the personalized service, attention to detail, and commitment to understanding their unique needs. My expertise ensures accurate financial management and compliance, while my proactive approach helps identify tax-saving opportunities. Trust, reliability, and a focus on client success is what sets Keeps the Balance apart.
Tax Preparation
This service includes tax preparation for individuals, small businesses, partnerships, non profits, and S-Corps and a fixed fee.
Bookkeeping
There are multiple bookkeeping packages available with this service. It is available for multiple softwares including Quickbooks, Xerox, Fresh books, intact, and more.
Services include data entry, Accounts Payable, Accounts Receivable, reconciliation, adjusting entries, bookkeeping cleanups, payroll and sales tax filings and more!
