Services and Fees

Professional Services:

  • Accounting and bookkeeping.
  • Financial statement preparation.
  • Year-end and month-end closings.
  • QuickBooks software consulting. Member of the QuickBooks ProAdvisor Program,
  • Account reconciliations.
  • Tax preparation and consulting for businesses and individuals.
  • Sales tax compliance and consulting. 
  • Spreadsheet projects such as break-even analysis.
  • Business formation assistance.
  • Review of contracts and agreements to ensure fair terms (expert in real estate leases).
  • Finance and loan consulting including compliance monitoring and preparation of proformas.
  • Business management and internal control consulting.
  • Budgeting.
  • Business valuation.
  • Personal finance consulting.
  • Risk management consulting and insurance coverage reviews.
  • Governmental compliance consulting.
  • Consulting to attorneys regarding legal matters and litigation.
  • Financial consulting regarding divorce matters.
  • Real estate tax certiorari.


Fees and rates are dependent on the work required and the time spent. Before work begins, potential clients are provided with a fee quote. If agreeable, an engagement letter is then provided for execution. A retainer maybe requested. Balanced Accounting is a small firm with low overhead, meaning low fees for clients. Please contact us if you are interested in any of our services.