QuickBooks Cleanup
Financial Preparation
Financial Reconciliation
Compilation Letters
QuickBooks Cleanup
Financial Preparation
Financial Reconciliation
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Compilation Letters
QuickBooks Cleanup
Tidy your QuickBooks chaos with our QuickBooks cleanup service. We ensure your statements accurately reflect your business performance and help you make smarter business decisions. Beyond cleanup, we explain what your balance sheet and income statement numbers mean. It’s not just bookkeeping; we help you put the ‘pro’ in ‘profit’ with a free hour of QuickBooks training!
Financial Prep & Reconciliation
Entrust your financial clarity to our expert accountants who meticulously prepare and reconcile your statements, ensuring every transaction aligns perfectly with your bank and credit card records. Our precision in crafting pristine financials—balance sheets and income statements—paves the way for informed decisions, reflecting the true health of your business. Monthly maintenance and clear, concise communication keep you informed and confident, making complex accounting simple and trustworthy.
Business & Personal Taxes
Tax Planning & Consulting
Payroll Taxes & Management
1099 & W2 Preparation
Business & Personal Taxes
Our firm offers comprehensive tax services tailored for both individuals and businesses. From strategic tax planning and consulting that navigates you through minimizing liabilities and maximizing deductions, to meticulous preparation of essential documents like W-2s and 1099s, we ensure accuracy and compliance. Our expert team is dedicated to optimizing your financial outcome, providing personalized advice and streamlined solutions for all your tax needs, ensuring you stay informed and ahead.
Payroll Taxes & Management
Our firm delivers comprehensive payroll and payroll tax services, ensuring precise and punctual employee payments alongside strict compliance with IRS requirements. By leveraging our expertise, businesses benefit from streamlined payroll processes, accurate tax withholdings, and submission of all necessary payroll-related filings. Our dedicated approach minimizes administrative burdens, allows for seamless operations, and safeguards against potential penalties, embodying our commitment to your business's financial health and regulatory adherence.
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All About Us
Our team of seasoned CPAs and Certified QuickBooks ProAdvisors brings accountable and professional expertise to the table, supporting businesses and individuals from end to end. Operating from a streamlined, home-based setup, we distinguish ourselves by offering premium, fixed-rate services with unlimited consultations. We foster financial clarity and strategic decision-making for our client's businesses, aligning with our core belief in building lasting partnerships.
At Checks and Balances Accounting, we're not just about numbers - we're about nurturing your business's potential. With a focus on affordability, transparency, and unwavering support, we invite you to experience accounting that truly understands and meets your needs. Ready to finally have accounting services you can count on? Let's start with a free consultation. You have nothing to lose and everything to gain!
A Note from Our Founder
As the founder of Checks and Balances Accounting, my journey from a Boston College graduate with a passion for numbers to gaining invaluable experience at global giants like Ernst & Young, Coca-Cola, and McDonald's, has shaped my approach to business. Beyond just crunching numbers, I'm dedicated to empowering small businesses with the financial insights they need to grow. Our unique model—offering top-tier accounting services from my home office—allows me to blend personal attention with unmatched expertise. My commitment is to be there for you, turning our professional relationship into a lifelong partnership.
Testimonials
I hired Katy and her team to do my bookkeeping for my moving company for 2023 and I couldn't be happier with the results. I was completely disorganized and they took the wheel and have been nothing short of amazing to work with. They have been knowledgeable, responsive and have gone above and beyond in order to help me meet my accounting needs and questions. Katy provided me with financial reports that were easy to analyze which has enabled my company to make more informed financial decisions. She also has very reasonable prices compared to some other quotes I had received. I would highly recommend recommend hiring Checks and Balances for your accounting needs!
- Andrew J.