.png)
Accounting Services
OUR ACCOUNTING SERVICES
At Balanced Accountants, we offer a range of services to meet the accounting needs of small business owners in the Pacific Northwest. Our services are designed to fit the changing needs of your business and personal finances.
We specialize in tax preparation, accounting, and payroll services. Our team of experts will work with you to find the best solutions to meet your needs.
FULL SERVICE ACCOUNTING + PAYROLL + TAX MONTHLY PACKAGE
INVESTMENT: Starting at $685 /month
Made for Sole Proprietors, LLCs, and Corporations
Remote
WHAT'S INCLUDED:
-
With online to online banking + credit card accounts we pull monthly statements to either enter and/or reconcile to ensure accuracy of record keeping.
-
With online access to your sales/POS or booking system, we pull reports for analytics, trends and pricing of products or services. We also reconcile sales and cost of fees deducted from transferring sales to business bank account.
-
Provide timecard template that supports your business needs + tracking of employees and job costing abilities. We will process timecards for payroll on a set schedule, deliver payroll reports and paystubs. We also offer a direct deposit option for a smoother process.
-
This package includes federal tax returns, with audit support on any returns prepared by Balanced Accountants.
-
Prepare and electronically file state revenue returns on schedule as set by the Department of Revenue.
-
Prepare payroll tax deposit, payroll quarterly tax returns and year end tax returns.
-
Includes a monthly meeting to review financial statements, streamline processes, and project financial changes.
FULL SERVICE ACCOUNTING + TAX MONTHLY PACKAGE
(No Employees)
INVESTMENT: Starting at $285 /month
Made for Sole Proprietors, LLCs, and Corporations
Remote
WHAT'S INCLUDED:
-
With online to online banking + credit card accounts we pull monthly statements to either enter and/or reconcile to ensure accuracy of record keeping.
-
With online access to your sales/POS or booking system, we pull reports for analytics, trends and pricing of products or services. We also reconcile sales and cost of fees deducted from transferring sales to business bank account.
-
Prepare and electronically file state revenue returns on schedule as set by the Department of Revenue.
-
Prepare payroll tax deposit, payroll quarterly tax returns and year end tax returns.
-
This package includes federal tax returns, with audit support on any returns prepared by Balanced Accountants.
-
Includes a monthly meeting to review financial statements, we'll translate the numbers into the story it's telling us. We'll review checks and balances to cut costs and steam line processes as needed.
REVIEW & ADVISE ACCOUNTING
+ TAX QUARTERLY PACKAGE
(Owner does bookkeeping + payroll if applicable)
INVESTMENT: Starting at $225 /month
Made for Sole Proprietors, LLCs, and Corporations
Remote
WHAT'S INCLUDED:
-
With online to online banking + credit card accounts we pull monthly statements to ensure accuracy of record keeping.
-
With online access to your sales/POS or booking system, we pull reports for analytics, trends and pricing of products or services. We also verify sales reconcile and cost of fees deducted from transferring sales to business bank account.
-
Review electronically filed state revenue returns on schedule as set by the Department of Revenue.
-
Includes a quarterly meeting to review financial statements, we'll translate the numbers into the story it's telling us. We'll review checks and balances to cut costs and steam line processes as needed.
This package does NOT include;
-
Year end federal tax return
-
Bookeeping or payroll
REVIEW ACCOUNTING + TAX QUARTERLY PACKAGE
(No employees + Owner does bookkeeping)
INVESTMENT: Starting at $225 /month
Made for Sole Proprietors, LLCs, and Corporations
Remote
WHAT'S INCLUDED:
-
With online to online banking + credit card accounts we pull monthly statements to ensure accuracy of record keeping.
-
With online access to your sales/POS or booking system, we pull reports for analytics, trends and pricing of products or services. We also verify sales reconcile and cost of fees deducted from transferring sales to business bank account.
-
Review electronically filed state revenue returns on schedule as set by the Department of Revenue.
-
Includes a quarterly meeting to review financial statements, we'll translate the numbers into the story it's telling us. We'll review checks and balances to cut costs and steam line processes as needed.
This package does NOT include;
-
Year end federal tax return
-
Bookeeping or payroll
ACCOUNTING SYSTEM SETUP
INVESTMENT: Starting at $750
Made for Sole Proprietors, LLCs, and Corporations
Remote
WHAT'S INCLUDED:
-
In depth consultation regarding the nature of your business, and determining other action items.
-
Setup of Quickbooks general ledger, payroll items, and bank accounts in the system.
-
Best for new businesses! If you already have other systems in place, see Accounting Diagnostic + Cleanup below.
ACCOUNTING DIAGNOSTIC
+ CLEAN UP
INVESTMENT: $185 /hour Consulting +
Project Fee starting at $1,500.
Made for Sole Proprietors, LLCs, and Corporations
Remote
HOW IT WORKS:
-
We will have an in depth consultation regarding the nature of business, how you believe your business should be running and areas that you think are running incorrectly.
-
We will provide our feedback on how the business is running from our professional perspective.
-
Then we will do a thorough review of financials and financial operations (A/R, A/P, Inventory and tracking methods).
-
After that, we will identify documents needed for the account clean up, and discuss the value based project fee.
-
We will complete all of the action items in the account clean up, and follow up to review all of the changes. During this meeting you will receive advice on how to maintain good record keeping practices with your new systems!
STRATEGIZING OF THE MINDS:
Tax and/or Accounting Consultation
INVESTMENT: $185 /hour
Made for Sole Proprietors, LLCs, and Corporations
In person only
HOW IT WORKS:
-
This is an intimate place for whats really going on vs. what result we are striving for…financially.
-
Bring all your media breaking news on how the free government fundings and things just you don’t understand why Trump pays 0% tax and you “feel” that that should be you too.
-
After that, we will identify documents needed for the account clean up, and discuss the value based project fee.
-
We will complete all of the action items in the account clean up, and follow up to review all of the changes. During this meeting you will receive advice on how to maintain good record keeping practices with your new systems!
TAX PREPARATION
INVESTMENT: tax fee schedule below
Made for Individuals and Businesses
In person only
HOW IT WORKS:
-
In person tax interview up to 1 hour for new clients - review of prior tax returns to establish consistencies, inaccuracies and strategy/savings potential.
-
Then we will view your current year's tax documents.
-
We will get to know you personally to understand your lifestyle, goals and how we can help you balance your life + finances.
-
We will get to know you taxably, diving into your financials and assessing where we can find potential savings.
-
We will prepare your tax return and deliver through secure PDF or scheduled pickup to review results!
TAX FEE SCHEDULE:
1065/1120/1120S: Starting at $650
includes Balance Sheet
​
(many sneaky accountants avoid the balance sheet because it's HARD, but without it, there are inevitable errors.)
$75 /partner or shareholder, if less than 2
$150 /partner or shareholder, if less than 2
1040 Tax Return: Starting at $285
Schedule A: $125
Schedule B: $25
Schedule C: $250+
Schedule D - Basic 1099: $65
Schedule D: $250+
​
Schedule E - for each K-1: $65
Schedule E - Rental Property: $185
Schedule F: $250
*depends on clean up accounting needed
*more than 10 transactions + time to determine cost of sales (crypto currency)
