Inspiring Financial Success, One Client at a Time
The Balance Sheet is a premier Scottsdale CPA firm offering a comprehensive range of accounting, tax planning, and business advisory services to individuals and businesses across Arizona and the United States. Our firm is renowned for its expertise, integrity, and unwavering commitment to client success.
At The Balance Sheet, we pride ourselves on delivering measurable results for business owners and tax individuals seeking accounting services and tax strategies. Our goal is to surpass client expectations by providing advanced accounting solutions based on current technologies, empowering you to maintain control over your finances. Whether your business is in its infancy or an established enterprise, The Balance Sheet is fully equipped and highly experienced in business accounting, bookkeeping services, tax planning, new business advisory, and much more. Our dedicated team of professionals works closely with you, as a business owner, to craft tailored accounting plans that align with your business objectives and requirements. In addition, we offer individual tax preparation services, helping you achieve your tax goals through strategic tax planning and preparation.
Accounting & Bookkeeping Services
The Balance Sheet offers a full suite of accounting and bookkeeping services designed to help business owners closely monitor their financial landscape, freeing up time to focus on what truly matters - running their business. By partnering with us, you can rest assured that your financial records are accurately maintained, up-to-date, and organized, enabling you to make informed decisions and plan for the future. As part of our accounting and bookkeeping services, we offer the following:
- Accounts Payable & Receivable Management
- Financial Statement Preparation
- Cash Flow Management
- Bank Reconciliation
- Budgeting & Forecasting
- Financial Analysis & Reporting
- Sales Tax Reporting
- General Ledger Maintenance
Business Start-ups
Embarking on a new business venture is an exciting yet complex endeavor. At The Balance Sheet, we understand the myriad of financial and business decisions new business owners must navigate during the start-up phase. Drawing on our extensive experience, we guide new business owners through these critical decisions, including writing a comprehensive business plan and selecting the optimal business entity. Furthermore, our business start-up services include:
- Entity Selection & Formation
- Business Plan Development
- Capitalization Strategy
- Operational Budgeting
- Break-even Analysis
- Ongoing Accounting & Bookkeeping Support
Payroll Services
Efficient and accurate payroll processing is essential for maintaining a happy, productive workforce. The Balance Sheet's payroll services streamline the payroll process, ensuring timely and accurate wage payments, tax deposits, and tax filings on behalf of your business. Our payroll services encompass:
- Payroll Processing
- Tax Deposits & Filing
- W-2 & 1099 Preparation
- Direct Deposit
- New Hire Reporting
- Garnishment Processing
- Payroll Reporting
Individual Services
Whether you require assistance with tax planning, tax preparation, or simply need guidance on managing your personal finances, The Balance Sheet offers a diverse array of individual services tailored to your unique financial situation. Our individual services include:
- Tax Planning & Preparation
- Estate & Trust Planning
- Retirement Planning
- Personal Financial Planning
- IRS Representation
QuickBooks Setup & Support
Harnessing the power of QuickBooks can significantly improve your business's financial management capabilities. The Balance Sheet's QuickBooks setup and support services ensure that your business optimally utilizes QuickBooks, enabling you to focus on growing your business. Our QuickBooks services comprise:
- QuickBooks Setup
- QuickBooks Training
- Ongoing Support & Troubleshooting
Tax Services
Effective tax planning and preparation are crucial for minimizing your business or personal tax liability. The Balance Sheet's tax specialists provide a wide spectrum of tax services, including:
- Tax Planning & Preparation
- Tax Audit Representation
- Sales Tax Services
- IRS Problem Resolution
Industries
At The Balance Sheet, we cater to a diverse range of industries, providing tailored accounting and tax solutions to meet the unique needs of each sector. Our extensive experience spans the following industries:
- Small Business Owners
- Real Estate Professionals
- Dental Practices
- Medical Industries
To learn more about our extensive range of accounting, tax planning, and business advisory services, do not hesitate to contact The Balance Sheet. Our friendly and experienced team is ready to assist you in achieving your financial goals and objectives. Request your consultation today or call us at 480-948-1080.
Overwhelmingly Positive Reviews
The reviewers have praised The Balance Sheet and its staff, particularly Jeff and Juli, for their exceptional services, expertise, and professionalism. They highlight the team's knowledge, friendly demeanor, and dedication to clients. Many reviewers have enjoyed long-term relationships with the firm, with some spanning over a decade.
Extensive Knowledge and Expertise
Reviewers consistently mention the staff's extensive knowledge and expertise in tax and accounting. They commend the firm's ability to handle complex tax filing situations and provide accurate and timely services.
Personalized Attention
Many reviewers appreciate the personalized attention they receive from Jeff and Juli. They highlight the staff's willingness to answer questions, address concerns, and provide helpful guidance throughout the year.
Professionalism and Punctuality
Reviewers praise the firm's professionalism, punctuality, and attention to detail. They appreciate the staff's ability to manage deadlines and deliver high-quality work on time.
Highlights and Additional Services
Some reviewers have been impressed by the firm's willingness to go above and beyond, such as helping with car troubles or offering rides to clients. These extra services have demonstrated the team's commitment to client satisfaction and well-being.
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