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Jason Fredrick

Jason Fredrick

Accountant, Balancing The Books Bookkeeping Services LLC

“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.

Industry Focus

  • Any industry
  • Agriculture / Farming
  • Arts, Entertainment and Recreation
  • Construction / Contractors
  • Consumer Packaged Goods
  • eCommerce
  • Funeral Homes
  • Healthcare and Social Assistance
  • Home Services and Repair
  • Hospitality / Hotels
  • Insurance / Brokerage / Finance
  • Jewelers
  • Manufacturing
  • Product Development
  • Professional Services
  • Real Estate / Rental / Leasing
  • Restaurants / Food Services
  • Retail / Merchandising
  • Schools and Educational Services
  • Technical / Scientific Services
  • Tourism / Event Planning
  • Transportation and Warehousing
  • Utilities
  • Wholesale Trade


  • Bookkeeping
  • Financial Forecasting and Performance Review
  • Loan Structuring and Applications
  • Managerial Accounting or CFO
  • Tax Preparation and/or Succession Planning

Business Stage

  • An idea/pre-revenue
  • 0-1 years
  • 2+ years
  • A nonprofit
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