Services

Everything you need to make your financial life easier.

As a small business owner, there are a lot of distractions that can derail you. Heck, you could probably spend all day just keeping up with your incoming email! That’s why prioritizing your daily and weekly business activities must include special attention to your finances. By working with a trusted advisor who’s dedicated to making sure your heard-earned money is going where it’s supposed to, it will help you succeed—both now and down the road.

Mary Jo Watson
Mary Jo Watson, CPA
President of Balancing Act
Intuit QuickBooks Certified ProAdvisor Online
Catherine H
Catherine

Mary Jo has been a lifesaver for our businesses! She is incredibly helpful and gives you exactly what information you need to get Quickbooks sorted out on your own. She has been invaluable for getting our businesses back on track and very reasonably priced!

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Lowell A.

I just got off the phone with Mary Jo. She got back to me fast when I left a message explaining my LLC situation. She was very friendly and did not feel intimidated by my limited knowledge about state taxes etc. She offered valuable advice on how to move forward with my LLC.

Get out of the weeds.

By streamlining your accounting systems, Balancing Act simplifies your life. As an operational accountant, we offer entrepreneurs and small businesses the full spectrum of value-added accounting and bookkeeping services that will help you get focused on the big picture and stay there. Company president Mary Jo Watson has over 30 years of experience as a CPA (Certified Public Accountant) and as the CFO (Chief Financial Officer) of a prominent local business. Fifteen years of her experience has been exclusively geared toward small businesses, and that means she has an in-depth understanding of the unique financial intricacies you face every day. No more guessing or hoping you’re doing the right thing for your business. No more stressing about the numbers. Mary Jo and the Balancing Act team can help you make informed decisions about what financial path you should take and when you should do it. No one gets your business like you do and no one knows how to make sense of the numbers like Mary Jo does. Together, it’s the makings of a perfect partnership.

Put an end to operating in a vacuum.

Your business has many moving parts and it’s easy to get inundated or to overlook something important. But once you get behind the eight ball, it’s tough to get ahead. Balancing Act works to improve your business operations by eliminating duplications and redundancies. We automate and streamline processes, reducing your costs, frustrations and the distractions that bog you down. We can even show you ways to save on your taxes and improve your bottom line. Let’s work together to put your money where it should be: in your pocket!

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Accounting Services

Put some horsepower in your accounting. Whether your accounting department needs some attention, or even if you don’t even have one, Balancing Act can get you up and running smoothly. We’ll start by learning all we can about you and your business in order to develop a customized package of accounting services that addresses your particular financial needs. From there, we’ll help you streamline your accounting procedures so you’ll save time and money. Learn more »

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Bookkeeping Systems and Guidance

Why pay steep CPA prices for something as basic as bookkeeping? QuickBooks and other similar programs make bookkeeping a cinch once you understand them. At Balancing Act, we’ll make sure your accounting system is set up correctly, and then we’ll train you or your staff to handle what’s needed for your day-to-day operations. It’s an easy way to improve your company’s efficiency while reducing your costs, too.

Focus on what you do best. Let us help you make sense of your financial statements so you can focus on running your business. At Balancing Act, we can easily teach you the day-to-day tracking of your income and expenses, as well as your payables and receivables. We’ll also show you how to print out your financial statements and, most importantly, how to interpret them. We’ll keep the wheels in motion by meeting with you periodically and guiding you on how best to allocate expenses, what depreciation strategies may be available, and offering solutions for keeping your records organized and up-to-date. We can even give you tips on how to reduce spending and keep more of your hard-earned money. Learn more »

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Business Consulting

We talk with you, not at you. Asking questions, detecting problems and implementing viable solutions is the basis of good business consulting. As a vested outsider looking in, Balancing Act applies our years of experience to your unique circumstances to offer solutions from a non-biased point of view. Helping you make the right business decisions for your company today, and helping you plan wisely for tomorrow, is central to our business consulting services. Learn more »

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QuickBooks Training

Don’t play a guessing game with your business financials. If reading a 500-page training manual isn’t your cup of tea, or if the ‘trial and error’ approach to managing your business financials terrifies you, give us a call. As a Certified QuickBooks ProAdvisor® and an experienced QuickBooks user, we can teach you the software features to simplify your accounting process in no time. We’ll ensure that you’re getting the most from your QuickBooks software. Learn more »

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Tax Help

When it comes to taxes, being proactive is the way to go. Did you know that your financial statements are essentially a preview to your tax return? That’s why we keep your tax return top of mind when reviewing your financials. This approach allows us to address any concerns throughout the year, instead of waiting until tax time when it’s typically too late. At Balancing Act, we work hard to minimize tax liabilities for our clients, and it would be our pleasure to help you, too. Learn more »

Is it time to reduce your business accounting burdens? Balancing Act is ready to help.

Stop juggling & start balancing!

We can help.

Get Started with a FREE Consultation.

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