Accounting Solutions for Every Client

Bookkeeping is just data until it is produced into financial statements. Accounting statements give business owners a barometer in knowing the health of the company.

Everything starts with bookkeeping. Services include accurate tracking of business expenses, assets, and revenue. We will work with you however little or as much as you need.

To a busy entrepreneur, taxes are a headache. That’s where we come in. We’ll help prepare your taxes and make sure that you are taking full advantage of current tax benefits.

Our Clients Speak

Love The Balance Sheet

The Balance Sheet has been handling my taxes for over 20 years and they always are friendly and professional. They help take the stress out of filing taxes every year.  I appreciate their ability to work with us on our tax needs and provide advice for the best way to maximize our tax benefits.

Robin Cascio
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Latest Announcements

  • Why Tax Planning Matters More Than Ever in 2025

Tax Planning for Business Owners in 2025

Why Tax Planning Matters More Than Ever in 2025 Tax planning has always been essential for business owners, but 2025 brings new challenges and opportunities that make proactive planning even more critical. With evolving tax [...]