Staying connected with us remotely

As we enter into this time of uncertainty, we as business owners are finding ways to continue to deliver value to our customers, while adhering to the guidelines set forth to help minimize contagion in our communities.  

As of Tuesday, March 17, our city of Jamestown, NY will be under a state of emergency.  In response, Balancing The Books has decided to move its operations to entirely online.  For now, we will not be taking any further in-person appointments; however, we are available to meet with you - virtually - using Go To Meeting.

Without interruption, all day-to-day accounting and payroll tasks will continue as usual in the cloud.

For document sharing, please scan all documents and forward them to us for processing, or upload them to Dropbox.  If you prefer to drop things at our office, we do have a [blue] lock box outside our office suite door.

Communication with us can be through

  • phone or text:  716.256.2154
  • email: or

As stated above, consultations can be through

Lastly, please use our online scheduler to SCHEDULE AN APPOINTMENT.  You will receive an email confirmation with instructions for meeting with GO TO MEETING.

If you require any further accommodation, please do not hesitate to ask.  As always, we thank you for the opportunity to be trusted bookkeeping advisers to you and to your businesses.  We will get through this together.

All the best, my friends,

Jason Fredrick
Balancing The Books Bookkeeping Services LLC
(716) 256-2154