Accounting Solutions for Every Client

Accounting

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.

Bookkeeping

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.

Tax Services

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.

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Our Clients Speak

“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

Latest Announcements

Understanding ITIN Processing: How The Balance Sheet Makes It Easy

If you’re required to file a U.S. tax return but don’t qualify for a Social Security Number, you’ll need an Individual Taxpayer Identification Number (ITIN). ITIN processing can seem confusing, bureaucratic, and stressful—especially for non-resident [...]

Accrual Basis vs. Cash Basis: What Every Business Owner Needs to Know

When you’re running a business—whether it’s your first side hustle or a growing company with a team—understanding your finances is key. One of the most foundational decisions you’ll make is how to track your income [...]

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 [...]

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West Palm Beach Accounting, Bookkeeping & Tax Accounting Services