Comprehensive Financial Solutions
Balance Accounting »Beyond standard bookkeeping and tax returns, we offer payroll management, strategic tax planning, and detailed financial analysis to help you understand and optimize your business costs and metrics – all within our affordable, monthly subscription model.
Services We Provide
Bookkeeping & Payroll
We keep your finances organized with weekly bookkeeping updates and handle all your payroll needs from setup to timely payments. Our system integrates with leading accounting tools to save you time, reduce errors, and ensure compliance every step of the way.
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Key Benefits
- Dedicated bookkeeper for accurate financial management
- Weekly reconciliation and accuracy checks
- Customizable reports to track business performance
- Payroll setup and management for teams of any size
- Compliance with federal, state, and provincial regulations
- Customizable payroll schedules tailored to your business
Tax Prep & Filing
With our all-inclusive monthly subscription, we handle everything from preparing your taxes to filing them accurately and on time. From federal to state/provincial compliance, we’ve got you covered.
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Key Benefits
- Expert tax advice and planning.
- Federal and local tax compliance.
- Year-round support for any tax-related issues.
U.S. & Canadian Advisory
Navigate complex U.S. and Canadian regulations with ease. Our advisory service provides tailored strategies to optimize your business operations, ensuring compliance and driving growth in both markets.
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Key Benefits
- Expert advice on U.S. and Canadian tax laws and regulations
- Cross-border compliance and strategic planning
- Personalized business strategies to enhance growth opportunities
- Seamless integration of operations across both countries
- Ongoing support to adjust to market changes and legal requirements.
Let’s Talk About Your Business
Book a no-cost consultation to find out how Balance can support your business.
Canada: $300 Monthly Package
Includes weekly bookkeeping, monthly bank reconciliations, and HST and federal tax preparation & filing.
USA: $400 Monthly Package
Includes weekly bookkeeping, monthly bank reconciliations, and annual Federal and single-state tax preparation & filing.
Build Your Own Package
Tailored solutions to meet your unique business needs. Whether you need weekly reporting, accounts receivable or payable assistance, or payroll management, we can design a custom package just for you.
Our Case Studies
Case Study: Miami, Florida
Challenge
A rapidly expanding spa faced difficulties in maintaining accurate financial records, managing payroll for its growing team, and ensuring timely tax filings, which distracted the owner from focusing on service quality.
Solution
Balance Accounting took over the spa’s bookkeeping, payroll management, and tax compliance. We implemented a detailed financial management system tailored to the spa’s needs.
Result
The spa’s owner saw a significant reduction in administrative workload, allowing more focus on improving spa services. Employee satisfaction improved due to accurate payroll, and the spa saved over $4,500 in taxes.
Case study: Toronto, Ontario
Challenge
A popular Italian restaurant was overwhelmed with daily transaction tracking, payroll management for 15 employees, and tax compliance issues. The owner found it difficult to balance administrative tasks with the restaurant’s operations
Solution
Balance Accounting introduced a real-time bookkeeping system, managed payroll, and handled all tax preparation needs. Our comprehensive approach allowed the owner to focus more on running the restaurant.
Result
With accurate financial records, timely payroll, and a stress-free tax season, the restaurant experienced a 12% increase in revenue within a year. The owner attributed this growth to the newfound ability to concentrate on enhancing the customer experience rather than worrying about finances.
