Accounting Services


As a small business operator, you are responsible for every aspect of your company’s success. By providing forecasts coupled with both timely and accurate financial information–we enable you to manage your business proactively. Allowing you to track your dollars, making informed business decisions, and attaining the profitability on a month-to-month basis.

BOOKS IN BALANCE provides the essential services helping you to keep the competitive edge in today’s market.

Financial Analysis

We will coach you to work proactively with your balance sheet, profit & loss, and statement of cash flow – using this and other financial information as a tool to make management decisions and identify areas of the business that need attention.

Budgeting, Cash Forecasting and Cash Flow Analysis

One of the reasons over 70% of small businesses fail in the first 5 years is the lack of a realistic budget. We work with you to establish a realistic budget and forecast your cash flow – so you can anticipate and survive cash shortages.

Year-End Accounting

We can simplify things at the end of the year for you by conducting a year end review of your books and gathering the information for the annual audit and/or tax returns. This consists of, but is not limited to, analyzing the balance sheet and income and expense accounts, making any necessary adjustments and preparing schedules, with the appropriate backup, for all the balance sheet accounts.

Other Accounting Services Include

Financial Planning

Management Advisory Services

Custom Financial Packages

Fixed Asset Management

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