Cash Management

Many small to medium-sized businesses do not have staff who can perform data manipulation and analysis. The Book Balancer has vast experience with Microsoft Excel and Access to aid you in producing useful reports to maximize productivity. Heather operational or accounting related, we can work with you to customize template reports or create ad hoc report.

We can also assist you in establishing custom databases. Packaged software can be expensive and not tailored to your needs but we can help you find a cost-effective wat to monitor business operation and profit margins. If this is of interest, we have examples of created databases to review or we can provide a user-friendly recommendation based upon your software knowledge.

Services We Offer

  • TPT/Sales Tax Filing

  • Payroll Services

  • Budget Planning and Forecasting

  • In-Depth Data Analysis

  • Monthly Reconciliation and Updates

  • Audit Services

  • Performance Financial Statements

  • Consulting/QuickBooks Training

    Ask me how you can get FREE QuickBooks Software!

Contact Us