Back to Directory
Jason Fredrick

Jason Fredrick

Accountant, Balancing The Books Bookkeeping Services LLC

Contact
“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

Services

  • 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
LPEA Badge Image QBPA Badge Image QBA Badge Image QBO Badge Image TSC Badge Image

Are you an accounting professional or small business advisor?

Join our online network and grow your business.

Join Now