Balanced Books

For small businesses in Omaha, the accounting, bookkeeping and payroll work is handled by Balanced Books, so that owners can give their attention to the work itself. The routine paperwork goes to the firm's accountants, bookkeepers and payroll advisers, and the firm says it aims to exceed the payroll and accounting needs of each client. It describes its team as trusted, with a commitment to professional service and to the growth and wealth potential of small businesses.

Quarterly payroll and tax filings

The firm's quarterly payroll service covers the work that comes with employing people. It handles payroll tax returns and new hire reporting, along with direct deposit and the impounding and payment of taxes. It also produces the necessary reporting to the various tax agencies, so the owner does not need to chase the deadlines involved.

Monthly bookkeeping, reconciliations and statements

General bookkeeping is handled monthly, with budgets kept up to date. The firm reconciles each client's credit card and bank accounts every month and prepares monthly financial statements, which the firm says help owners analyse their business and make better decisions with timely, accurate figures. It also manages accounts payable and accounts receivable as part of the bookkeeping.

Tax planning and working with a client's CPA

The firm says that taxes are a cost of doing business, and that tax laws change often enough to be hard to follow. Its tax planning looks for ways to minimize the financial burden that taxes present, and it can work with each client to plan strategies for the business. At tax time it works hand in hand with the client's CPA or tax adviser, so that the client gets every advantage it is entitled to.

Budgets, business plans and small business experience

Small businesses are constantly in a state of flux, and the firm says that reviewing a budget and business plan with its accountants helps keep a business on track. It points to years of experience helping small businesses thrive, and it can help with budgeting and business planning as the business changes. The firm says it listens first and then designs a solution that suits the client.