Pro-Balanced Bookkeeping & Tax Service provides a wide range of services to individuals and businesses in a variety of industries. Accurate, timely bookkeeping information is vital for any successful business. Our experienced, knowledgeable staff is ready and waiting to provide you with personalized service, whether you need it on a temporary or ongoing basis.

Here are just a few of the specialized services available to Pro-Balanced Bookkeeping & Tax Service clients:


From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Pro-Balanced Bookkeeping & Tax Service’s bookkeeping services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial bookkeeping system setup, and tax planning.

These services include but are not limited to:

  • General ledger and financial statement preparation
  • Bookkeeping (Monthly, quarterly, or annual)
  • Bookkeeping system setup and support
  • Payroll processing
  • Cash flow budgeting and forecastingPersonal financial statements
  • Corporate tax planning and return preparation

We can set up financial reports for your view to streamline your business and save your valuable time. These reports are important tools that can guide your business in making financial decisions, planning, and evaluating performance.


Choosing and implementing a new bookkeeping software system can be a challenging undertaking. Our experience with various packages currently on the market as well as awareness of new products allow us to aid you in choosing and implementing a system that will suit your company’s needs. Training and support will ensure minimal disruption of your everyday business processes.


Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. Pro-Balanced Bookkeeping & Tax Service can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.


Good cash management can improve a company’s liquidity, reduce costs, and increase profitability. Pro-Balanced Bookkeeping & Tax Service can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly. To a business entity, cash flow is something that can make or break the business’ ability to survive. We can help you analyze your spending, re-balance your budget and/or debts for an optimal cash flow to support your business’ success. This balance plan would be revisited if and when there were any major changes in your business structure to ensure that you are operating at an optimal level. With our help and guidance, you will always be on top of your finances and ready for the future.


Pro-Balanced Bookkeeping & Tax Service’s payroll services can help you reduce the time spent on administration through developing and implementing a computerized payroll system that will facilitate processing, timely payment and preparation of tax returns.

  • Process and maintain payroll information as needed (Enter all time, attendance and personnel information such as new hire, termination, leave of absence, vacation & sick time, benefits deductions -i.e. 401k &Health Insurance, wage rates, garnishments, etc.) in compliance with state and Federal laws.
  • Verify that company’s payroll policies and procedure are being followed.
  • Paycheck direct deposit available.
  • Prepare accurate payroll tax reports as required (Federal Tax Deposits, Federal Unemployment Tax Return , Employer’s Quarterly State Tax Return, Forms W-2’s and 1099 as required, Wage and Tax Statements).
  • Calculate and submit payroll taxes.


No one can predict the future perfectly, but we can all benefit from planning for it. Pro-Balanced Bookkeeping & Tax Service combines expertise and experience with a gained understanding of your business to produce financial projections that can help you manage your business plan and spending. Forecasting for the future is imperative to your company’s success. We make it a point to keep current with market trends and updates so that your business can be prepared for what is to come. Depending on your needs, our work can range from top-level reports to detailed financial models.


Your business entity has a large impact on your taxes and other liabilities. From your company’s inception through its growth and development, Pro-Balanced Bookkeeping & Tax Service can advise you on choosing an entity type and later restructuring if advantageous. With our knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.


At Pro Balanced Bookkeeping & Tax Service, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.