Business Details
We are BEAM Accounting Balanced Accounting, a firm dedicated to delivering precise accounting, bookkeeping, payroll, and training services. We have been operating since 2017, building a team of certified professionals who take ownership of our clients' financial success. We design customized accounting workflows using QuickBooks Online and other cloud applications to save clients time and reduce errors. Our tax planning, preparation, and filing services ensure clients are well informed, maximize available deductions, and implement effective taxsaving strategies. We teach clients to interpret financial statements, track key performance indicators, maintain budgets, and apply protips that drive business growth through our training program. We uphold rigorous professional standards by guaranteeing that our clients numbers are accurate and trustworthy.
Our commitment to client satisfaction is reflected in our priority: making our clients numbers our top concern. We continuously improve our technology stack, selecting efficient software and apps that streamline processes for both clients and our team. We serve a diverse range of industries, with focused expertise in ecommerce, real estate, food & beverage, and creative sectors such as design, art, communications, and fashion. Our founders, Daniela Menache and Elah Perlman, bring extensive accounting knowledge and a reputation for integrity, strategy, precision, and care. We offer a complimentary strategy call to prospective clients, inviting them to discover how our tailored solutions can simplify their numbers and support informed decisionmaking.
Our commitment to client satisfaction is reflected in our priority: making our clients numbers our top concern. We continuously improve our technology stack, selecting efficient software and apps that streamline processes for both clients and our team. We serve a diverse range of industries, with focused expertise in ecommerce, real estate, food & beverage, and creative sectors such as design, art, communications, and fashion. Our founders, Daniela Menache and Elah Perlman, bring extensive accounting knowledge and a reputation for integrity, strategy, precision, and care. We offer a complimentary strategy call to prospective clients, inviting them to discover how our tailored solutions can simplify their numbers and support informed decisionmaking.
Highlights and features
- We have served clients since 2017 with expert accounting services.
- We use QuickBooks Online to streamline accounting workflows.
- We prepare personal and business tax returns, maximizing client deductions.
- We train clients to track KPIs and set budgets.
- We guarantee accurate numbers through rigorous verification and transparent reporting.
Services
Accounting
Our accounting service provides accurate bookkeeping and financial recordkeeping for small to midsized businesses. We use QuickBooks Online and other cloud applications to maintain realtime ledgers, ensuring compliance with accounting standards. Clients benefit from timely financial insights that support informed decisionmaking and reduce administrative burden.
Bookkeeping
Our bookkeeping service focuses on daily transaction recording, expense tracking, and reconciliation of bank statements for businesses across industries. We ensure every entry is categorized correctly and that your books are always up to date and auditready. This meticulous approach prevents errors, improves cash flow visibility, and saves you valuable time each month.
Payroll
Our payroll service handles employee wage calculations, tax withholdings, and direct deposit processing for companies of all sizes. We stay current with federal and state payroll regulations to guarantee accurate and timely payments. Employees receive reliable paychecks, employers avoid costly penalties, and administrative workload is significantly reduced.
Tax Planning
Our tax planning service analyzes your financial situation to identify legal strategies that minimize tax liabilities throughout the year. We prepare personalized projections, advise on deduction opportunities, and coordinate timing of income and expenses for optimal outcomes. Clients achieve lower tax bills, improved cash flow, and confidence that their tax position is fully optimized.
Training
Our training service teaches business owners and managers to interpret financial statements, track key performance indicators, and create effective budgets. We provide handson guidance using your actual data, ensuring lessons are directly applicable to your operations. Participants gain the skills to make datadriven decisions, improve profitability, and sustain longterm business growth.
