Monthly Bookkeeping & Accounting
Accurate books, closed every month, with reports that tell you how the business is really doing.
Full details →CPA-Led · Founder-Led · Year-Round
Your books, taxes and payroll — handled.
Balance Partners is a CPA-led accounting firm providing bookkeeping, business tax, sales tax, payroll and back-office support for growing U.S. businesses. One experienced professional owns the whole picture — so nothing falls between providers.
Florida-Licensed CPAIRS Enrolled AgentMore than a decade of experienceReplies within one business dayTampa-based, serving clients remotely
Sound familiar?
Most owners don’t need another vendor. They need someone to take responsibility.
Where things stand today
- The books are always a few months behind
- Financial reports arrive too late to be useful
- Tax planning only happens after the year is over
- The bookkeeper, payroll company and tax preparer don’t talk to each other
- When something goes wrong, it’s not clear who’s responsible
- Multi-state filings and recurring deadlines keep multiplying
What changes when it’s coordinated
- Monthly books closed on a predictable schedule
- Financial reports you can actually read — and act on
- Better visibility into cash flow and profitability
- Tax planning before deadlines, not after them
- Payroll and sales tax handled in step with the books
- One accountable point of contact, in plain English
What we do
Six services. One steady partner.
Engage one service or the complete back office — every piece coordinated by the same CPA-led team.
Business Tax Planning & Preparation
Year-round planning and accurate returns, prepared by the same professional who knows your books.
Full details →Sales Tax Compliance
Registration, filings and deadline tracking across the states where you owe it.
Full details →Payroll, W-2 & 1099 Support
Payroll coordination, filings and year-end forms for employees and contractors.
Full details →Outsourced Back-Office Support
Invoicing, A/P and A/R coordination, and the recurring financial busywork — off your plate.
Full details →QuickBooks Cleanup & Catch-Up
Behind on the books or inheriting a mess? We rebuild them so everything after is reliable.
Full details →Who we work with
We don’t specialize by industry. We specialize by situation.
Growing businesses
Small and mid-sized companies whose finances have become real work.
Owner-led companies
Where the founder still signs off on the numbers — and wants to trust them.
Beyond DIY
Businesses that have outgrown spreadsheets and self-service bookkeeping.
Too many providers
Companies juggling disconnected bookkeeping, payroll and tax vendors.
Hiring & expanding
Businesses adding employees or crossing into additional states.
Year-round owners
Owners who want ongoing support — not a once-a-year filing relationship.
What clients receive
A typical month, in concrete terms.
Exact deliverables depend on the engagement scope we agree on together.
- A structured monthly close
- Profit and loss statement
- Balance sheet
- Cash-flow observations
- An open-item list — you know exactly what we’re waiting on
- A tax and compliance calendar
- Payroll and contractor reporting support
- Sales tax deadline tracking
- Plain-English notes from your accountant
- One consistent point of contact
JG
Photo
Jenny Gao, CPA, EAFounder & Principal
Founder-led by design
One professional who knows your whole financial picture.
Jenny is a Florida-licensed CPA and IRS Enrolled Agent with more than a decade of accounting and tax experience across a wide range of industries. She reviews every client’s work personally — which is why the firm keeps its client list deliberately small.
Owners hire Balance Partners because they want one professional who knows the books, the taxes, the payroll, and how each affects the others. And because Jenny is an Enrolled Agent, she can represent clients before the IRS if it ever comes to that.
Florida Licensed CPAIRS Enrolled Agent10+ Years of Experience
How it works
Four steps to a reliable back office.
Step 01
Schedule a fit call
Twenty minutes about your business, your current setup and what’s not working.
Step 02
Get a clear proposal
A written recommendation covering scope, deliverables, timeline and the monthly fee.
Step 03
Guided onboarding
We collect access, review history and set up the routines — you’re never left guessing.
Step 04
A reliable rhythm
Books closed, deadlines tracked, questions answered — month after month.
Questions
Answers, up front.
Do you work with businesses outside Florida?
Yes. We’re based in Tampa and work remotely with businesses across the United States. Service availability depends on engagement scope and applicable professional requirements.
Can we hire you for only one service?
Yes. Many clients start with a single service — bookkeeping, a cleanup project, or sales tax — and expand later.
Do you offer fixed pricing?
Recurring work is billed as a flat monthly fee defined in your written proposal — no surprise hourly charges for routine questions. Monthly engagements start at $1,500.
Can you clean up prior bookkeeping?
Yes. Cleanup starts with a diagnostic review of your file so you get a firm quote and timeline before committing.
How quickly do you respond?
We reply within one business day.
Book a 20-Minute Fit Call
No obligation. We’ll discuss your current setup, your immediate concerns, and whether Balance Partners is the right fit. If we’re not, we’ll tell you.
Book a 20-Minute Fit Call →