About Balanced Accountant
With nearly 20 years of experience and deep industry insight, Balanced Accountant helps small business owners take control of their finances. From bookkeeping to strategic planning, we offer practical, personalized guidance rooted in both education and hands-on experience.
You Focus on Your Business.
We Handle the Numbers
As a business owner, your time is valuable. Let us take bookkeeping and tax planning off your plate so you can focus on growing your business. We provide expert guidance on questions like:
- How can I maximize my profits while minimizing expenses?
- What tax deductions and credits am I missing?
- How do I create a budget that actually works for my business?
- When should I hire an accountant versus doing it myself?
- How can I make my business more attractive to lenders or investors?
Whether you're a
freelancer, startup, or established business, we provide bookkeeping, tax planning, and financial strategy
tailored to your needs.
Schedule a Free Consultation Today to take control of your finances and boost your bottom line.
The Team That Will Guide You Financially
Zeina Melhem
Sr. Accountant
Jamal Kawkab
Accountant
Tina Bralley
Founder & Principal Advisor, Accounting & Business Strategy
Emad K. Mehany
Jr. Accountant
What Our Partners Are Saying
Hear firsthand how we work together to achieve their financial goals.
Common Questions About Our Services
We partner with a diverse range of small to medium-sized businesses across various industries. Our services are adaptable to meet the unique needs of each client, whether you're a startup, a growing enterprise, or an established company.
Our bookkeeping services are comprehensive and can be tailored to your needs. They typically include managing daily transactions, reconciling bank and credit card accounts, generating financial statements (such as profit and loss statements and balance sheets), and providing clear and organized financial records. We can handle this on a daily, weekly, or monthly basis.
The frequency of your financial reports depends on your preferences and business needs. We can provide reports on a monthly, quarterly, or custom schedule that works best for you, keeping you informed about your financial performance.
We are proficient in a variety of popular accounting software platforms, including QuickBooks Online, Xero, and others. We can also adapt to other software you may already be using. Our goal is to integrate seamlessly with your existing systems.
Getting started is easy! We typically begin with a complimentary consultation to understand your business needs and objectives. From there, we'll outline a customized plan and discuss the next steps for onboarding.
Our payroll services streamline the process of paying your employees and contractors accurately and on time. This includes calculating wages, withholding deductions, generating pay stubs, and managing payroll reporting. We ensure compliance with relevant regulations.
Outsourcing these tasks can save you time and money, reduce errors, and provide you with valuable insights into your business's financial health. It enables you to focus on your core business activities while ensuring your finances are in the hands of experts. It also provides access to expertise and ensures accuracy, consistency, and compliance without the overhead of hiring an in-house team.
We believe in transparent and consistent communication. We are available via email and phone, and we can also schedule regular meetings or video conferences to discuss your financial reports and any questions you may have.
Accurate and up-to-date bookkeeping provides a clear picture of your business's financial health. This enables you to make informed decisions, track profitability, manage cash flow effectively, and secure funding if needed. It also simplifies year-end processes.
Absolutely. We believe in empowering our clients with financial literacy and education. We will not only provide you with regular reports but also take the time to explain them clearly, ensuring you understand the key insights and their impact on your business.
Yes, we understand that every business has unique needs. We can tailor our bookkeeping services to create a package that aligns perfectly with your specific requirements and budget. Let's discuss your needs during our consultation.
Bookkeeping is the day-to-day process of recording financial transactions. Accounting involves summarizing, interpreting, and analyzing financial data to provide insights and reports for decision-making. We offer both services to provide a comprehensive financial overview.