Take Charge of Your Company's Financial Future

WHY YBP?

Your Balanced Partners develops relationships with organizations to provide high-quality support in strategic, financial, and governance services. Our partnership with you will assist in strong compliance and growth for your organization.

OUR SERVICES

YBP provides your company with a one-stop shop for all of your support service needs. We believe that you should spend your time building your business while we ensure your needs are met.

Assist with Financial and Strategic Leadership

We will provide leadership over your financial processes and provide you insight into how to grow your business through actionable financial reporting, while identifying and managing risks. Will oversee your current accounting and controllership functions or work with you to build these functions for your organization. Can represent the company's performance in conversations with clients, bankers and potential investors.

Reporting/Technical Accounting Services

Assist with SEC compliance in accordance with U.S. GAAP. We will provide technical expertise with your SEC filings and assist with any accounting research needs. From preparation of your financial

statements with footnotes to filing your documents with the SEC, we offer the support you need for a smooth reporting period. We can also assist with documentation of non-routine transactions, implementation of new accounting standards, and transitioning to a cloud-based reporting software.

Planning for the Future

We assist you in developing a forecast for your business with profitability goals so you know how your business is performing. Also will provide tracking and budget to actual reporting on a routine basis so you can make adjustments to reach optimal success.

Ensuring a Solid Foundation

Establish a strong general ledger with a Chart of Accounts that provide the type of reporting specific to your business. Also can provide accounts payable and receivable services, monthly journal entries and financial reporting package preparation that is in accordance with standard accounting policies for management review.

Online Businesses that Sell in Multiple States

Online businesses that sell in multiple states can start to have complicated sales taxes because you may need to file and pay in multiple jurisdictions. Your Balanced Partners can manage your sales tax reporting and payments to ensure you are fully compliant and thereby avoid tax penalties.

Protection For Your Business

Provide guidance on standard process and financial controls to protect your cash, brand and reputation in your industry.

Balance Your Books Podcast

Tune in to our podcast where we share valuable insights on accounting and finance tailored for small business owners. Join us as we explore essential topics to help you manage your finances effectively.

Available on Major Platforms

Listen to us on YouTube, Apple Podcasts, and Spotify. Don't miss out on expert advice and practical tips to enhance your financial knowledge for your business.

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