Balanced Financial Solutions (BFS) serves businesses of all sizes and helps owners achieve their personal and business financial goals. We use our foundation in accounting and finance to provide insightful counsel in the areas of long-term business planning, overall strategy, operations, human capital, general financial management, and budgeting and forecasting.

Overview of Treasury Building (1)

BFS supports businesses and other organizations through the following financial services:

  • Accounting Services – specializing in the following areas:
    • Monthly, Quarterly, Semi-annually or Annual Bookkeeping Reconciliation/Reviews
    • Monthly, Quarterly, Semi-annually or Annual Financial Reporting
    • Outsourced Bookkeeping
    • QuickBooks Set-up and Training
    • Staff Training on Accounting Concepts
  • Business Financial Planning
  • Budgeting and Financial Forecasting
  • Payroll Management
  • Regulation and Compliance
  • Risk Management
  • Tax Planning and Preparation– specializing in:
    • Form 1120 (C Corporations)
    • Form 1120-S (S Corporations)
    • Form 1065 (Partnerships)

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Financial Forms

BFS provides clients with comprehensive worksheets to better track their income and expenditures throughout the tax year. Below are worksheets clients can download and use to their benefit and provide to us during tax season.