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Helping Business Owners Grow to Their Full Potential

At Trusted Balance Accounting Solutions, we help business owners take control of their financials so they can focus on what they do best—growing their business. Whether you're a real estate investor, restaurant owner, or small business entrepreneur, our bookkeeping and accounting services ensure that your books are accurate, organized, and ready for tax time. With us by your side, you’ll have the financial clarity and insights needed to make informed decisions and unlock your business’s full potential.

Outsourced Bookkeeping Reduces Overhead Costs And Saves Time!

Save Time and Focus on

Growth

As a business owner, your time is best spent running your business, not managing the books. Outsourcing your bookkeeping allows you to focus on core business activities while we handle the day-to-day financials, ensuring everything is organized and accurate.

Reduce Costs and Improve Efficiency

Hiring an in-house bookkeeper can be expensive when you consider salary, benefits, and training. By outsourcing, you get professional bookkeeping services without the overhead, improving your efficiency and reducing costs.

Gain Access to Expert Financial Guidance

With outsourced bookkeeping, you gain access to CPA-level expertise without the expense of hiring full-time staff. We provide timely, accurate financial reports that help you stay compliant, make informed decisions, and maximize profitability.

What others are saying

"Great Partner for Business Growth"

"Working with Shannon was a game-changer for my business. For the first time, I was able to clearly see the bottom line of my projects and compare my actual financials to the projections I had made before starting each flip. The accuracy and clarity of Shannon's reports gave me confidence in my cost and profit analyses, confirming that my projections were on point. More importantly, I was able to use these well-organized financials to secure business credit, allowing me to build my credit, increase my credit lines, and gain more purchasing and negotiating power when joint venturing with other investors on potential flip properties. Shannon's clear reporting isn’t just helping me stay on track—it’s helping me grow my business and my credibility within investor circles."

- Joe Cohen

JSC Real Estate Investments &

The Cohen Property Group

Maintenance

Cleanup/Catchup Bookkeeping and Accounting

If your books are disorganized or incomplete, we can step in to clean them up and get everything back on track. Whether you need a full cleanup of existing books or need to catch up on your books from a certain period (e.g., all of 2024 to the present), we’re here to help you bring your financials up to date.

Bookkeeping

Monthly Bookkeeping Services

We provide ongoing bookkeeping services to help you stay organized and on top of your financials all year long. With timely reconciliations, expense tracking, and customized reports, you’ll have a clear picture of your financial health to make informed decisions.

Reporting

Financial Reporting and Analysis

Gain valuable insights into your business with our financial reporting services. We provide custom reports tailored to your industry, helping you analyze profitability, cash flow, and other key metrics to support business growth.

1099

1099 Contractor and lender Tracking and Filing

For businesses that work with contractors and private money lenders, we offer comprehensive 1099 tracking and filing services. We’ll ensure that all contractor payments and interest paid to private money lenders are accurately recorded throughout the year. When tax season arrives, your 1099 forms are ready to be filed, keeping you compliant and stress-free.

Training

DIY Bookkeeping Training and Support

For business owners who prefer a hands-on approach, we offer QuickBooks Online (QBO) training to help you manage your books with confidence. We also offer monthly support plans that provide text, email, and video support for any questions that arise. For more complex issues, you can opt for Zoom calls to walk through challenges and ensure your financials are accurate.

Resolutions

Tax Issue Resolution

If you’re dealing with IRS or state tax issues, we provide assistance in communicating with tax authorities to resolve problems quickly and efficiently. Whether it’s missing filings, back taxes, or resolving penalties, we’ll work with you to bring your tax situation into compliance.