Don’t waste your time or risk having errors in your books. Book a consultation today.
If your books are a mess, you risk making poor business decisions. Complete Balance Accounting delivers accurate books so you can make informed decisions for your business.
It's time to focus on what you do best, and let us manage the numbers.
Don’t let your business become just a number at another New York accounting firm. Get the personalized attention you need with big-firm experience & boutique firm attention.
You have enough on your plate trying to keep your small business running. Book a consultation with our team and free up your time.
A small firm, we offer every client the personalized attention they need and create tailored solutions that best fit your small business.
We have more than 10 years of auditing experience, and have worked at some of the nation’s top accounting firms.
We use the industry’s top technology to ensure financial data is accurate and efficient.
Let our experts review your books and finances so you can rest assured they are accurate.
If you need services we don’t specialize in - like tax planning and tax reduction services - we have a robust list of partners who can help you!
Our accountants have the robust experience from working with some of the top accounting firms in the country.
Every service we offer is reviewed by an experienced CPA who will ensure it is accurate and flawless.
We use the industry’s top technology for efficient financial data gathering, reporting, and presentation.
We have more than a decade of experience in accounting and auditing, working for some of the top accounting firms.
We offer personalized solutions to help our clients meet specific business challenges and goals.
Unlike the big accounting firms, we give you the personalized attention you need to help your company succeed.
If you need services we don’t specialize in - like tax planning and tax reduction services - we have a robust list of partners who can help you!
When you’re running a small business, you are busy trying to make sales, manage your staff, work with vendors, and more. You don’t have the time or the expertise to handle your bookkeeping and other financial statement services.
Let our team handle the boring accounting tasks, and ensure your books and finances are compliant. We have more than a decade of accounting experience, allowing us to efficiently and accurately prepare your books. We’ll keep you compliant so you can rest assured your finances are flawless.
Aimed at small businesses that make under $250,000 a year, our compliance services include essential bookkeeping services like balance sheet management, credit card account reconciliation, transaction categorization, and more.
Call our experts at Complete Balance Accounting & Consulting for all of your bookkeeping needs. We will keep you compliant and prevent the need to hire an in-house accounting or bookkeeper. Get flawless books. Schedule a Consultation with our CPAs.
What types of businesses do you provide bookkeeping services for?
We work with businesses of all sizes and industries! Our services are fully customized to fit each client's unique needs. During our initial discovery call, we’ll ask a series of questions to ensure we’re a great fit and then design a bookkeeping package specifically for your business.
Can you handle my bookkeeping remotely?
Absolutely! We're a fully remote company, which means we manage all your bookkeeping and file storage online.
Is my financial data secure with your services?
Yes, 100%! We use trusted platforms like QuickBooks Online, and all sensitive information is stored securely in a password-protected client portal.
How often will my financial records be updated?
Most of our clients are on a monthly plan, so we update and issue financial statements every month. Smaller clients sometimes opt for quarterly updates, but anything less frequent can make catching up time-consuming and details harder to remember. Staying consistent is key!
Can you help me catch up on months (or years) of overdue bookkeeping?
Absolutely — we love these projects! We've helped clients with years of neglected records get fully caught up. Plus, we’ll set up systems to keep everything running smoothly moving forward.
What documents do I need to provide for bookkeeping?
During our kickoff call, we'll aim to gather as many logins as possible to avoid delays at month-end. Typically, we'll need access to bank and credit card accounts, payroll systems, bill payment platforms, and any payment processors you use.
How do I transition from my current bookkeeper to your services?
We’ll make the transition as seamless as possible! In our kickoff call, we’ll go over the necessary documentation, outline the steps for transferring software, and guide you through the entire process.
Do you offer compliance support for my business?
Yes! While we’re not tax preparers, we ensure your financial records are accurate, organized, and fully compliant with relevant financial reporting standards. We’ll also make sure you have everything you need to meet deadlines for tax filings, audits, or regulatory requirements.
How do you work with my tax preparer or CPA?
We work closely with your tax preparer or CPA to ensure they have clean, accurate financial data when it’s time to file taxes or perform audits. If you don’t already have a tax professional, we can connect you with trusted partners from our network to make sure you’re covered.
What happens if I face an audit?
If you face an audit, we’ll assist by providing all the necessary financial records and reports. While we’re not auditors ourselves, we’ll ensure your records are accurate, organized, and ready for review.
Can you assist with payroll processing?
Yes! We offer payroll services through the Gusto Partner Program, a trusted platform known for its efficiency and user-friendly interface. Whether you need help setting up payroll, managing ongoing payroll runs, or ensuring compliance with tax and labor regulations, we’ve got you covered. We’ll also ensure payroll expenses are accurately recorded in your financial records and seamlessly integrated into your accounting system.
Complete Balance CPA does outstanding work Christina is efficient, knowledgeable, and incredibly professional. She helped me decode and manage my accounts with expert guidance and clear communication. Highly recommended!
