“We like to refer to our suite of services as “the holy trinity”:
- solid financial accounting with QuickBooks Online;
- advising and forecasting with LivePlan; and
- tax planning with implementation and preparation.”
BALANCING THE BOOKS is your one-stop cloud solution to the everyday management challenges faced by small businesses. What started off as an outsourced bookkeeping firm over 12 years ago has gradually expanded into a strategic business advisory and consulting hub. In addition to our solid bookkeeping core are more of the services you need: business modeling and forecasting; business plan writing; cash flow management; strategic business advising; IT and technology; payroll and employee-related services; tax planning; and tax preparation.