Business Details
21 Years
experience
Your Trusted Partner for Accounting Solutions in Towson, MD
Balancing Act was founded to provide small businesses with expert accounting and financial guidance tailored to their unique needs. With over 30 years of combined experience, our team specializes in streamlining accounting processes, implementing efficient bookkeeping systems, and offering personalized QuickBooks training. Our approach focuses on eliminating financial stress by delivering customized solutions that align with each client's operational goals.We prioritize transparency in all communications, ensuring clients understand their financial position and decision-making opportunities. Our services extend beyond traditional accounting to include strategic business consulting, helping entrepreneurs focus on growth while maintaining financial clarity. By combining technical expertise with practical business insights, we empower clients to achieve long-term financial stability and success.
Services
Accounting Services
Bookkeeping Systems
QuickBooks Training
Small Business Consulting
Financial Reporting
Payroll Services
Tax Preparation
Operational Accounting
Cash Flow Analysis
Business Consulting
Details
- Year established: 2005
Highlights and features
- We offer 30+ years of combined accounting experience with personalized attention
- Our team provides hands-on QuickBooks implementation and training tailored to your business
- We deliver customized financial solutions that integrate seamlessly with your operations
- Our CPA-certified professionals maintain the highest standards of financial expertise
- We serve Towson, Baltimore County, and surrounding areas with local market knowledge
Associations and certifications
- Certified Public Accountant (CPA)
- QuickBooks ProAdvisor
What people say
Lifesaver for our businesses
Incredibly helpful
Reasonably priced
Valuable advice
Made it all make sense
Services
Accounting Services
Our accounting services provide comprehensive financial management solutions for small businesses. We specialize in customized bookkeeping systems, financial reporting, and tax preparation tailored to your specific business needs. Our CPA-certified professionals ensure accurate record-keeping, proper financial controls, and timely reporting to help business owners make informed decisions while maintaining compliance with all regulatory requirements.
Bookkeeping Systems
We design and implement efficient bookkeeping systems that streamline your financial operations. Our services include setting up accounting software, establishing proper financial controls, and training staff to maintain accurate records. We help businesses transition from chaotic financial management to organized, efficient systems that improve cash flow visibility and reduce operational risks through proven accounting best practices.
QuickBooks Training
As certified QuickBooks ProAdvisors, we offer comprehensive training programs for businesses using QuickBooks software. Our hands-on training sessions teach proper software implementation, financial data management, and report generation techniques. We help business owners and staff maximize QuickBooks' capabilities to improve financial tracking, automate processes, and maintain accurate accounting records through personalized instruction and ongoing support.
Small Business Consulting
Our small business consulting services focus on improving financial operations and strategic decision-making. We provide cash flow analysis, financial planning, and operational accounting guidance to help businesses achieve their growth objectives. Our consulting approach combines accounting expertise with practical business insights to develop customized solutions that address specific challenges and opportunities faced by small business owners.
Financial Reporting
We deliver comprehensive financial reporting services that transform raw accounting data into actionable business insights. Our reports include profit and loss statements, balance sheets, cash flow analyses, and customized financial metrics. We help business owners understand their financial position, identify trends, and make data-driven decisions while ensuring proper documentation for lenders, investors, and tax authorities.
People
Mary Jo Watson
President & CPA
Certified Public Accountant with 30+ years of experience in accounting and small business consulting. Former CFO with expertise in QuickBooks implementation and financial process optimization. Specializes in helping Baltimore-area businesses streamline accounting operations and improve financial decision-making through personalized guidance.
Questions
What accounting services do you offer for small businesses?
We provide full-service accounting including bookkeeping, financial reporting, payroll processing, tax preparation, and QuickBooks implementation. Our services help small businesses maintain accurate financial records and make informed business decisions.
Do you offer QuickBooks training for beginners?
Yes, we provide personalized QuickBooks training for all skill levels. Our certified ProAdvisors teach proper software setup, transaction entry, report generation, and financial analysis techniques tailored to your specific business needs.
How can you help improve my business cash flow?
We analyze your financial operations to identify cash flow issues, implement proper accounting controls, and develop customized reporting systems. Our expertise helps businesses improve receivables management, optimize payables scheduling, and maintain better financial visibility.
What areas do you serve?
We primarily serve Towson, Timonium, Lutherville, Cockeysville, Hunt Valley, and all Baltimore County and City areas. Our virtual services also support clients throughout Maryland and beyond.
What experience do you have with small business accounting?
With over 30 years of combined experience, including 15+ years focused exclusively on small businesses, we understand the unique financial challenges entrepreneurs face. Our CPA-certified team has helped hundreds of local businesses streamline their accounting operations.
