services offered

  • Small Business Accounting

    Helping You Take Control of Your Finances so You Can Focus on Your Business

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  • Services for Quickbooks

    Begin Your Journey with Full Access to Our Helpful Practices such as QuickBooks Setup, Training, and More.

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  • Industries

    Our Specialized Knowledge has Helped Many Professionals Thrive, and We're Ready to Help You Too.

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How you’ll feel

more balanced and clearheaded when you trust optimal balance solutions with your accounting & tax needs

Small Business Accounting

We are here to help your business succeed.

Help You Take Control of Your Finances so You Can Focus on Your Business. As an accountant, I enjoy crunching numbers, but chances are good that as a small business owner, you don’t. In fact, you probably started your business because you had a great product or service to offer and not because you were excited about cash flow analysis, profit and loss statements, budget forecasting, and strategic tax planning. 

That’s why I’m here.

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SERVICES FOR QUICKBOOKS

QuickBooks is the ideal business accounting software for small to mid-sized business owners.

  • Why QuickBooks

  • Setup for QuickBooks

  • Training for QuickBooks

  • Answers to QuickBooks Questions

  • Tune-up for QuickBooks

  • Tips for QuickBooks Users

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INDUSTRIES

Our specialized knowledge has helped many professionals thrive, and we're ready to help you too.

  • Construction

  • Dentists

  • Healthcare

  • Law Firms

  • Real Estate

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FAQs

My company's books are a nightmare. I don't even know where to start!

We take care of your books for you, so you can get back to the job of running your business and generating profits.

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I use Quickbooks, but I'm not sure I'm getting the most out of the software.

We offer a variety of services to help make sure that you are taking full advantage of Quickbooks' many features.

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