About Us

About Us
We focus on Getting Results - BalanceWise provides the tools you need to control your finances, reduce debt, and become more profitable while saving you valuable time to do what fulfills you most.

Bookkeeping is more than just processing and recording transactions and producing financial statements. We provide essential services that guarantee the security and success of your business.

We develop and maintain your company’s overall financial processes. We create accounting data files tailored to the specific needs of your business.

We can manage payroll, quarterly taxes & withholding, and the ever changing world of sales tax. We also reconcile bank statements to internal accounts & even help out during an internal or IRS audit.

Checks & Balances - Whether you want to get a business loan, answer an auditor, or simply design next year’s budget, you need the assistance of a bookkeeping service to help ensure tasks are completed correctly, in a timely manner, and are accurate enough to be truly useful.

We help create a set of checks and balances within your business. Spending will be recorded and analyzed, accounts receivables and payables reviewed and fulfilled, and your company’s spending contrasted with its budget for review and analysis that can help identify inefficiencies and create more accurate future budgets.

Data Integrity - We review your ledger for accuracy while maintaining the integrity of the accounting data file in the future so that adjustments can’t be made without approval. We issue monthly financial reports highlighting any critical issues you need to understand and possibly address.
We complete tasks vital to the financial health of your business; it’s the underlying structure we apply that really makes a difference.

Immeasurable Value - We implement and maintain a consistent financial process that strengthens the health of your company and helps create and encourage uniformity in tracking, paying and reporting. The value of this is immeasurable as it insulates your business from many costly and dangerous risks.
We coordinate with management to approve purchases and gather expense reports. This requires not only extreme organizational, management and math skills, but also people skills in order to make this work.

We also work to reduce your overall expenses. Not only do we ensure your books are maintained properly to avoid costly mistakes, fees, and penalties, we also alert you to waste and mismanagement of supplies and inventory. All while saving you time since you won’t need to try and perform these tasks yourself.

We can save your business both time and money, but the processes and consistency introduced can increase the longevity and efficiency of your business, making you more profitable for decades to come.