TIRED OF PROJECTING YOUR BUSINESS FINANCES BASED ON WHAT’S IN THE BANK?

WE GET IT.
AND WE CAN HELP.


TIRED OF PROJECTING YOUR BUSINESS FINANCES BASED ON WHAT’S IN THE BANK?

WE GET IT.
AND WE CAN HELP.


TIRED OF PROJECTING YOUR BUSINESS FINANCES BASED ON WHAT’S IN THE BANK?

WE GET IT.
AND WE CAN HELP.


TIRED OF PROJECTING YOUR BUSINESS FINANCES BASED ON WHAT’S IN THE BANK?

WE GET IT.
AND WE CAN HELP.

Get the insights into your business you’ve always wanted.

Have the right dials to turn, and know when you need to turn them.

Every time we meet with a new business, we rediscover (together) the power of having the right information at your fingertips. Too many businesses are trying to grow with an anvil tied around their legs because they don’t know how to spot financial problems BEFORE they become a catastrophe — or they are missing out on real chances for rapid growth … simply because they were blind to the data that would have shown them the way.

Too many business owners are evaluating their success by “what’s in the bank” instead of what is possible when you have a true expert in your corner.

Bookkeeping you can rely upon

Whatever your software (even if it’s Excel!) you need to have a system for categorizing expenses … not only so you can see what’s actually happening — but so you can capture all of the tax savings now available to business owners (if only they knew about them).

Payroll: Handled without pain

Discover the peace of mind that is possible in knowing your payrolls are done RIGHT (and a team in your corner if your software ever blows it).

Tax-Integrated Strategy

It’s one thing to have clear P/L’s … it’s an entirely different thing to optimize your financial systems so that you are capturing every legal, and ethical deduction available to you and your business.

The right advice, at the right time

It doesn’t help to have your accountant tell you that you are running in the red — after you’ve buried yourself in debt. Or that a particular product/service category is booming — after you’ve finished your sales cycle. Let us point you where you need to go.

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Erika Balza’s “Help Us to Remember” Holiday Prayer

Erika Balza’s “Help Us to Remember” Holiday Prayer

It's Christmas Eve, as I put this together, and many of our Northeast Wisconsin clients and friends are gearing up for a very different kind of holiday week. I'm very aware that while the holidays are a time of joy for many, they are just as often a time of pain for a...

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Customer Stories

Cody, DiNatale Painting

I came to the table for a Profit and Loss statement, and got way more help then anticipated, made my life 1110% easier. Thanks to Brock and his network I finally have an accountant I can trust that takes the hassle out of taxes for me. Appreciate the help and look forward to working with B. Balanced Services for the future!

Angie, Ginger Birch

Erika is the most kind and reassuring woman. I am so relived to have her in my court. She is incredibly knowledgeable and takes all the shame away.

Keni, KC's Creations, LLC

Erika is very knowledgeable, friendly, outgoing, and is a great teacher and resource regarding small business finances, tax information for small business, how to navigate and maximize Quickbook programs. She is very responsive to questions and frequently anticipates needs I didn't even know I had as a small business owner. She and her business have been an invaluable asset as I start my entrepreneurial adventure!

Andrea, Northeast Wisconsin Insurance Center

If you have any clients that need help with accounting, payroll, or other administrative functions, feel free to share one of our client’s information: www.bbalancedservices.com. Erika is one of the most organized and detailed people I know! I would highly recommend her!

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