Find Your Balance

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What services do we provide?

BUSINESS ACCOUNTING PACKAGES

Need help with your books? We offer packages for client’s who want to pass off their monthly accounting processes and for those who want clarity and guidance from a tax pro. Clarity consultations are best for business owners who prepare their own monthly financials and would like accountability, guidance, and tax preparation services. Opting for monthly services means we will help by preparing and reviewing your monthly financial statements, revisiting your business goals each month, providing tax planning strategies, and this service includes tax preparation services so you can focus on running your business.

Are you ready to stay current with your financials and tax filing? To be in the best position possible to reach your goals?

learn more about my services!

Let’s talk!

Helping solopreneurs with their books and taxes is our passion.  Schedule your initial consultation!

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Are you a current client? Schedule your appointment on the client only scheduling page!

Let's talk.

Welcome to Find Your Balance! We offer an initial consultation to learn more about your needs and provide information on our services. 

Check out our services page to make sure your goals align with our offerings!

Need answers now to your tax questions? Skip the initial consultation. Schedule a one hour phone call or Zoom meeting. 

Schedule a call today! Please be as detailed as possible. 

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If you are just saying you are going to handle it all on your own but not actually taking the steps then you'll end up investing way more than if you had initially taken the steps to learn or pass off these tasks. I offer Clarity Consultations for m
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Tax deadline today! If you filed an extension for 2023 taxes, personal tax. NOTE: There is no extension to pay taxes. Those are all due by original due date regardless of any extensions filed. #TaxDeadlines #TaxReturn #TaxTime #TaxForms #Accountant