For Small Businesses

ESTABLISH GREATER PROFITABILITY AND BUSINESS EFFICIENCY!

Your business’ profitability and operational efficiency are at the center of your business’ success!
Our experience, resources, and attention to detail make our accounting services second-to-none. As an experienced accounting team, we look forward to the opportunity to help transform your business’ financials as we work with you to establish short- and long-term strategies for growth and profitability.

Working with us and enlisting our business services could make all the difference!

Whether you need help starting a business, cleanin up your bookkeeping, setting up QuickBooks, handling payroll, or you crave some much-needed business coaching or other strategic consulting, we have been doing this for years, and stay on top of all of the new regulations to help you take the most advantage possible. Legally, and ethically — and profitably.

We work with our clients in a relational way to help them experience the financial success they desire — whether the business is just an idea, relatively new, or a well-established entity. Whether small, large, or in need of some special attention, we have the experience you need so that you can focus on what your business does best.

Accounting Done For You

Don’t Waste Your Valuable Time on Bookkeeping and Finances… Give Yourself Time to Do What You Do Best.

Contractor & Trades Accounting Done For You

Don’t Waste Your Valuable Time on Bookkeeping and Finances… Give Yourself Time to Do What You Do Best.

Bookkeeping For Growth

We read between the lines of the systems, the softwares, and the financial statements to see the true financial story being told.

Bookkeeping File Review

Behind on your books?
Get Caught Up!

Cash Flow Management

In this Economy “Cash is King”… We’ll Make Sure You Are Positioned Right.

Internal Control Systems

Discover How Our Systems Can Free You to Work ON Your Business… Not IN Your Business.

Notary Services

We have an in-house, licensed public notary that can help you.

Part-time CFO Services

You Get All the Benefits of a Full-Time CFO… At a Part-Time Price!

Payroll Services

Scrimping on Payroll Services Will Red-Flag Your Business With the IRS.

Quickbooks

Save Time and Money With QuickBooks.

Succession Planning

Passing Your Business to a Family Member or Associate Can Be a Risky Proposition.

Starting a Business

Know the Simple Steps for Starting Your Business Right.

Strategic Business Coaching

More Than Just a Tax Return Service…
We Will “Take You By The Hand” in Every Aspect of Your Business.

We use Practice Ignition for our engagement agreements

Our engagement agreements clearly list out all the services we provide and what the fees are for the work you want and need for your business.

Here are some Frequently Asked Questions regarding the engagement agreement process:
Why the change?

The goal for this change is to provide both parties with the utmost clarity and certainty around our services and fees. It’s increasingly important for businesses to understand and manage their cash flow, so this is one small step to making that easier for both your business and ours.

Why is this better for you?

One-step electronic sign and accept from any device, anywhere – you don’t need to download anything, all you need is a web browser and access to your email. No more manual signatures, scanning, sending/mailing back, and when you’re done you also get a copy emailed straight to you!

Will anything change to the way invoices are paid?

Simply enter your payment details into our new engagement tool’s secure payment gateway. This means that you don’t need to worry about manually paying us multiple times —instead, we will take payment for services when completed in line with our current payment terms.

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...

How Your Northeast Wisconsin Business Can Fight Inflation

Whether you like it or not, you’ve most likely found yourself in a fight against inflation. Somebody hikes prices on your supplier and suddenly your supplier has no choice but to increase the price on you. Then you have no choice but to raise the price on your...

Year-End Business Tax Strategy for Northeast Wisconsin SMB Owners

There are many of our clients for whom this time of year is like their version of the Super Bowl. Some Northeast Wisconsin businesses are earning 30-50% (or more) of their yearly revenue in this one month.Others ... well, this is a normal month -- except of course for...

5 Cybersecurity Steps all Northeast Wisconsin Business Owners Should Take

From making sure that nobody is doing Zoom calls in their bathrobe to ensuring that work actually gets done on time, you’ve got a few extra things to worry about as a Northeast Wisconsin business owner these days.Chief among those new concerns, however, should be...

Erika Balza’s Thoughts on Being Thankful in Difficulty

“It was the best of times. It was the worst of times.” I think we can agree that Charles Dickens’s famous lines ring true when looking back at 2020 and 2021 (though “best” might seem like a stretch).With employees shifting their worlds to make room for new priorities,...

Northeast Wisconsin Business Owners: Beware the Sales Tax Nexus

If your Northeast Wisconsin business sells a lot online, then we’re coming into the most wonderful time of the year.And this year, your customers will probably shop your website (and elsewhere online) EARLY in order to bypass all those supply-chain snafus. Cha-ching...

B. Balanced Services LLC’s Rundown of the 5 Basic Business Entity Types

The shape of your business affects your future and when I'm talking about the "shape," I of course am referring to your Northeast Wisconsin business entity type.Did you know that you CAN change that after the fact? Depending on which entity you are switching to, the...

How Northeast Wisconsin Businesses Can Build a Quality Prospect List

How’s your client/customer list faring these days?If you’re like every other business around you, you’ve got some churn happening. People move, change jobs, experience a shift in financial circumstances … the list goes on. Even in predictable economic times (remember...

Using KPI’s For Your Northeast Wisconsin Business

Being able to reasonably forecast upcoming problems has become an essential skill for Northeast Wisconsin business owners -- but too many are flying blind, or doing "bank balance accounting". Can we help you fix this? Using KPI's For Your Northeast Wisconsin Business...

What To Try When Your Northeast Wisconsin Business’ Receivables Are Slowing Down

One of my favorite things about what we get to do around here is helping our Northeast Wisconsin clients find "missing money" in their businesses. Whether it's through cost reductions, profit analysis, tax planning (LOTS of money can be saved there), or other means,...

How You're Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!

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