BOOKKEEPING · TAX · PAYROLL
Books in order.
Mind at ease.
Track & Balance handles the numbers for busy small businesses — monthly bookkeeping, payroll, and taxes, delivered with clear reports and zero jargon.
Free 30-minute consultation · Flat monthly pricing · No long-term contracts
Everything your back office needs
One team for the numbers side of your business — so you can stay focused on the work you actually love.
Monthly Bookkeeping
Your books kept accurate and up to date, with clean monthly reports you can actually read.
Catch-Up & Clean-Up
Months (or years) behind? We’ll untangle it and get you audit-ready — without the panic.
Tax Preparation & Filing
Personal and business returns prepared and filed on time, with every deduction you’re owed.
Payroll
Pay your team on time, every time — with withholdings and filings handled for you.
Invoicing & Bills
Invoices sent, bills paid, and cash flow tracked so nothing slips through the cracks.
New Business Setup
Entity choice, EIN, and books set up right from day one — start clean, stay clean.
Built for owners, not accountants
You didn’t start your business to stare at spreadsheets. We serve the people who wear every hat — and need the numbers handled once and for all.
Small Businesses
Shops, studios, restaurants, and local services that need steady monthly books.
Contractors & Trades
Job costing, quarterly estimates, and tax prep that speaks construction.
Freelancers & Consultants
1099 life made simple — quarterly taxes tracked, deductions maximized.
E-Commerce Sellers
Marketplace payouts, inventory, and sales tax kept tidy across every channel.
Getting started is simple
01
Book a free consult
A relaxed 30-minute call to understand your business and what you need. No obligation, no pressure.
02
We take over the books
We connect to your accounts securely and set up a system that fits how you work.
03
You get clear answers
Monthly reports, tax-ready books, and a real person to answer your questions year-round.
What clients say
“They got my books caught up from two years behind and found deductions my old preparer missed. I finally feel on top of my business.”
— Maria G., Salon Owner
“I dreaded tax season every single year. Now I just get a report and a number, and it’s handled.”
— Robert T., Contractor
“Flat pricing, fast replies, no accounting jargon. Exactly what I needed.”
— Daniel S., E-Commerce
Common questions
How much does it cost?
Pricing depends on your transaction volume and the services you need — most small businesses land on a simple flat monthly rate. Your free consultation includes an exact quote, with no surprises.
Do you work with remote clients?
Yes — we’re cloud-based, so we work with businesses anywhere. Documents and reports are shared securely online.
I’m behind on my books. Can you fix that?
That’s one of our specialties. Our catch-up service gets you current and organized, then keeps you that way going forward.
What do I need to get started?
Just the free consultation call. If we’re a fit, we’ll walk you through exactly what we need — usually just secure access to your bank and card statements.
Book your free consultation
Tell us a little about your business. We’ll reply within one business day — no pressure, no jargon.
Prefer to talk it through? Call or text (956) 404-0002