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

Absolutely Best

“There are a number of reasons that Maxine and the team at The Balance Sheet are a valued business relationship. They are honorable, they can be trusted to do the right thing, timely, & working with them is easy. But what stands out is this, whether the mistake is made by me, the IRS, or other taxing agency, Maxine takes ownership of the challenge and resolves it quickly. I know that at The Balance Sheet they have my back.”

Dennis Mondul
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Latest Announcements

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What Can an RSSA® Do for Me?

Understanding How a Registered Social Security Analyst Can Help You Get the Most Out of Your Benefits If you’re nearing retirement—or even just thinking ahead—it’s natural to wonder how much Social Security you’ll receive and [...]

  • Tax Deadline Extended to May 1, 2025

IRS Disaster Relief: Tax Deadline Extended to May 1, 2025

The IRS has announced automatic tax relief for individuals and businesses in FEMA-declared disaster areas—including Florida, Georgia, North Carolina, and South Carolina—extending federal tax filing and payment deadlines to May 1, 2025. What This Means for [...]

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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 [...]