Balancina’s outsourcing bookkeeping services are crafted specifically for CPA firms. Understanding that many CPAs provide bookkeeping and accounting support to small businesses, we deliver a comprehensive suite of CPA Small Business Services designed to meet the unique needs of CPA firms—efficiently and cost-effectively.
Bookkeeping & Write-Up Services
- Setup of Chart of Accounts
- Categorization of income & expenses
- Class-wise accounting
- Bank reconciliation
- Inventory tracking
- General ledger services
- General Ledger Review, including a summary of every transaction
- Preparation and posting of adjustments
- Resolution of posting errors
- Year-end adjustments
- Review of sub-ledger entries
General Ledger Review
- Summarizes all transactions
- Prepares and posts necessary adjustments
- Resolves posting errors
- Handles year-end adjustments
- Reviews sub-ledger entries
Tax Return Preparation Services
Balancina’s CPA outsourcing services for tax return preparation are designed to support growing accounting firms. By outsourcing tax preparation, CPA firms can focus on expanding their practice and serving high-value clients, instead of spending excessive time on tax returns. We handle:
- 1040s – Individual Tax Returns
- 1120s – Business Tax Returns
- 1065s – Partnership Tax Returns
Software We Use for Tax Preparation:
- UltraTax
- Drake
- ProSeries
Balancina provides comprehensive CPA firm services, enabling CPAs to deliver exceptional service to clients while maximizing efficiency and controlling costs.
