Services

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    Bookkeeping
  • Full charge bookkeeping completed on a schedule that's right for your business; weekly, monthly, quarterly, or any schedule you choose. Bank and credit card reconciliations, accounts receivable,  payroll, sales tax.

    All work can be completed off-site using online banking, or I can come to your office.

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    Financial Organization

  • Do you have boxes stuffed with bank statements and receipts?  I love helping clients organize their documents.  Pass your boxes on to Balancing Your Beans to have everything sorted and entered into QuickBooks.  I can even help you go paperless by scanning in your documents and organizing them for you in the Cloud, on your PC, or on CDs. Most important, I can help you get setup so you won't ever have this problem again.

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    Payroll

  • I recommend most of my clients use a full service payroll company. They greatly reduce man hours and therefore costs and provide guaranteed timely filing.  I can happily assist you with choosing a company, correct setup, and import to QuickBooks.

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    QuickBooks Setup and Training
  • New to QuickBooks?  As a QuickBooks Certified ProAdvisor, I can help you choose the right version for your business.  I can also complete your initial setup, provide training, and troubleshoot any problems that might arise.

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    Tax and Form Filing

  • I have experience with issuing 1099s, W2s, sales tax in NJ and NY, federal 940s (annual unemployment) and 941s (quarterly employment taxes), estimated tax payments, and NJ annual reports.  I do not complete year end income tax forms, but can recommend a CPA for you.