OUR SERVICES

CFO Services

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.

SEC 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.

Financial Planning and Analysis

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.

Accounting Services 

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.

Sales Tax Management 

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.

Governance

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

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