Lindsay A. Balasta curates services toward the specific needs of each client she works with. With a clear understanding of your goals and objectives, she creates a package that will help you achieve them – all with up-front pricing so there are no surprises.
This service encompasses federal and state (if applicable) income tax preparation, the development and implementation of tax strategies and planning over time, electronic filing, and making amendments to previously filed returns.
Lindsay started her career working in small businesses. Her experience with small businesses combined with her knowledge as a CPA makes her adept at operating as your virtual CFO/controller or bookkeeper. She can provide a wide array of services such as bookkeeping, payroll, A/P and A/R management, business strategy, and integration of industry-specific point-of-sale systems. She is your resource for establishing policies and procedures and ongoing monitoring and planning for financial health, including continuous analysis of your numbers, industry trends, and operational data.
There is nothing like being your own boss, making your own hours, and being in control of your brand. Lindsay can be your partner in structuring your business formation and assisting with federal and state applications for identification numbers, licenses and employer registrations.
Lindsay is adept at technologies at the forefront of accounting and business and can engineer and design your accounting framework to fit your needs. Some of the tools Lindsay is experienced in are:
Need help with your accounting applications? Lindsay is a QuickBooks ProAdvisor and a Xero Accounting partner, which means she can help you make the most of the tools you have at hand.
From monthly accounting to monthly/quarterly check-ups and data entry, bank reconciliation, month-end or year-end closing adjustments, fixed assets logs, depreciation adjustments, and customized reports, Lindsay is your partner in leveraging day-to-day operations toward long-term financial health.
Offering affordable solutions that save you time and enable small business owners to focus their attention where it matters most. Services include payroll tax deposits, quarterly federal and state tax reporting, year-end filing, and user-friendly payroll reports.
Through regular meetings and engagements (at the time and place of your choosing), Lindsay can help you develop strategies that enable you to be more efficient, effective, and financially robust.
