Welcome to our website! Balancing The Books is a bookkeeping firm in Jamestown, New York. We cater to a range of clients, including: small to mid-sized businesses, individuals, non-profit and religious organizations, payroll clients, and more; and, with most business these days conducted in the cloud, we are able to support our clients both locally and remotely.
Some clients will call upon us to consult and provide training. For example, a client might be considering migrating from QuickBooks Desktop to QuickBooks Online, or maybe they need an app recomendation and implementation to help manage a specific area of their business. Some business owners ask us to train them and their staff with best work flow practices using QuickBooks.
Balancing The Books is certified in several accounting systems, including QuickBooks, QuickBooks Online, and TSheets. We also support clients who use other business solutions apps and integrate them with QuickBooks, including: Salesforce, Square, Live Plan, Bill.com, and other. We are PTIN registered with the IRS to prepare individual tax returns.
Some of our affiliations include the American Institute of Professional Bookkeepers, accreditation with the Better Business Bureau, PTIN Directory, and are listed with the Chautauqua County Chamber of Commerce.
Please explore our website to learn more about our services, and do not hesitate to contact us to help you balance your books.