At Balanced Solutions, we create value for our clients by providing
cost effective financial management solutions that address
our client's needs which enables them to focus on their business.

 Our Services         Bookkeeping        Business Analysis        Financial Reporting Assistance & Controls        Technical Support        Strategic Advisory

Our Services

At Balanced Solutions, we provide financial management solutions so you can focus on the core competencies of your business.  

We can provide our services on either an outsourced basis where we assume full responsibility for your bookkeeping and controller functions, or we can provide controller oversight of your staff and related business information needs.

We have experience using many different accounting and reporting systems including QuickBooks, Timberline, Peachtree, Navision, Oracle, Hyperion, Microsoft Dynamics GP (Great Plains), Cognos, Spectrum, Solomon, PeopleSoft, NetSuite and SAP.

Our pricing is very competitive to both outside firms and the cost of hiring a full time employee.


We provide bookkeeping services for your recurring business transactions including:

  • Processing and paying bills
  • Invoicing customers and posting cash receipts
  • Processing payroll and preparing related tax filings
  • Maintaining and reconciling all subledgers (i.e. fixed assets, accounts receivable and accounts payable)
  • Preparing reconciliations for key general ledger accounts, bank accounts and credit card accounts
  • Monthly close process, including journal entries and maintaining the trial balance
  • Documentation of financial processes and procedures

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 Business Analysis

We provide support to help you better understand and operate your business and plan for the future, including:

  • Preparation of annual budget and forecast updates, including variance analysis to help ensure your business is operating as expected
  • Implementation of tools to track and monitor key operating statistics that provide you with relevant data to run your business more efficiently
  • Implementation of a cash flow monitoring system (daily, weekly, monthly or quarterly)
  • Monitor loan covenants on an actual and projected basis

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 Financial Reporting Assistance & Controls

Our firm does not provide attest services or audits.  However, we have experience in financial reporting and systems implementations and can lead you through a smooth implementation of special projects, including:

  • Preparation of workpapers
  • Assist with financial reporting
  • Evaluate, document and implement a system of internal controls and/or recommend changes, as necessary
  • Evaluate, setup and implement an accounting and reporting system
  • Business process improvement and automation

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 Technical Support

We have experience with technical matters including, but not limited to:

  • Finalizing and recording purchase price allocation

  • Revenue recognition

  • Equity based compensation

  • Assistance with taxes, including deferred taxes and uncertain tax positions

  • Other special projects that you don't have the time or capabilities to manage


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 Strategic Advisory

We have experience with business acquisitions, capital market transactions, and strategic plan preparation and monitoring, including:

  • Financial due diligence for business acquisitions, including determining whether the target is beneficial or complimentary to the client’s business
  • Assistance with transition plan for acquisition integration
  • Preparation of financial information related to capital market financing (debt and/or equity)
  • Methodology to help you prepare and document a strategic plan with intermediate goals and objectives, and strategies and action plans to accomplish the goals and objectives
  • Development of long-term financial model, which is often required for investments and lending relationship
  • Oversight of debt and equity market transactions

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