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Expert Bookkeeping for Real-Time Financial Clarity and Tax Savings!

Our CPA-level bookkeeping services give you more than just organized books – we provide you with real-time insights, tax-ready financials, and the peace of mind that your business decisions are always backed by accurate numbers. Whether you’re a real estate investor, realtor, restaurant owner or small business owner, we’re here to streamline your financials and save you money on tax prep

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Discover The RIGHT Way To Track Your Finances

Why Choose

Trusted Balance Accounting?

How We Can Help

We offer more than just standard bookkeeping services. Here’s why our clients trust us to keep their financials on track and tax-ready

CPA Expertise: Our in-depth understanding of accounting ensures your books are accurate, organized, and prepared for tax season.
Real-Time Financial Insights: You’ll always have access to up-to-date financials, allowing you to make informed business decisions whenever you need to.
Tax-Ready Financials: We provide detailed, tax-ready financials that streamline the tax preparation process, saving you time and money on preparation fees.
Customized for Your Industry: Whether you’re in real estate, restaurants, or small business, we tailor our services to fit your unique financial needs.
Ongoing Support: We offer ongoing training and support plans for DIY bookkeepers, providing you with the tools and confidence to manage your books independently.

SERVICES

Our Areas of Expertise

"We specialize in providing customized bookkeeping services for specific industries, with a focus on helping you maintain real-time financials and stay tax-ready all year long."

Real Estate Investors

Brokers and Agents

Expertise in managing rental income, property expenses, and providing clean, tax-ready reports for property owners.

Restaurant

Accounting

Deep experience with managing high-volume transactions, inventory, and payroll for restaurant owners

and employees.

Small Business

Accounting

Tailored bookkeeping services that help small business owners stay on top of their finances, cash flow, and profitability.

DIY

Support Plans

Ongoing training and support for business owners who want to manage their own books, including monthly or quarterly reviews.

You Focus On Your Business

let us worry about your books.

Running a successful business is challenging enough without worrying about bookkeeping. Let us take care of your financials so you can focus on what matters most – growing your business.

Reduce Errors and Stress

With CPA-level precision, we ensure your books are always accurate and compliant, minimizing costly mistakes.

Save Time and Money

Our tax-ready financials make tax season a breeze, saving you money on preparation fees and helping you avoid unnecessary penalties.

Focus on Growth

Spend more time building your business and less time buried in paperwork. We’ll handle the day-to-day bookkeeping so you can focus on scaling your business.

Financial Clarity

With real-time financial reporting, you’ll have the insights you need to understand your business's financial health and make data-driven decisions when it matters most.

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Testimonials

Organized and Knowledgeable

"As a hands-on business owner, I wanted to manage my own books, and Shannon has been the perfect support system for me. She set up my Chart of Accounts and trained me to use QuickBooks Online to track multiple businesses, including my mid-term rentals and Turo rentals. I love having the ability to do the bookkeeping myself, but I also appreciate that Shannon is always available whenever I have questions."

KimI Hanson

Business Start Up and Accounting

"The difference was night and day. Switching bookkeepers was an eye-opener for me. I hadn’t realized how much my previous bookkeeper was missing until I started working with Shannon. When I took my financials to my CPA to prepare my taxes, they were completed quickly, and my CPA even asked if I had a CPA doing my books now because everything was so clean, organized, and thorough. Shannon has proven to be incredibly beneficial to me."