THE BALANCED APPROACH
At Balance My Accounts, we understand you are busy. Busy with your business and busy with life. Bookkeeping, cash flow, profit and loss, budgets and tax planning can be overwhelming and pull your focus away from what’s important to you and your business. We take the time to understand your expectations, familiarize ourselves with your business, and create a plan that best fits your needs so you can get balance back into your business and your life.
SERVICES
We provide the following services without the added expense of hiring a full-time professional:
Business Services:
Helping you prepare for and overcome any challenge
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Business creation and licensing needs
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Evaluate cash flow and improve profitability
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Custom financial reports & analysis
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Budget preparation
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Internal controls for fraud prevention
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Sales & use tax processing
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Payroll management
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1099 preparation and filing
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Business tax returns
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Financial forecasting
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GAAP Accounting guidance and implementation
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Outsourced CFO services
Bookkeeping Services:
Helping you stay on top of your numbers so you can make better decisions
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Chart of accounts and general ledger set-up
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Detail coding of daily bank and credit card transactions
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Accounts Payable management
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Vendor payment scheduling
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Accounts Receivable monitoring
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Expense tracking
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Income entries
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Customer invoicing
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Monthly general ledger reconciliations
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Monthly bank and credit card reconciliations
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Monthly, quarterly, and annual financial statements
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Year-end review and adjustments
Tax Services:
Helping you maximize your after-tax income
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Federal tax preparation – Business and Personal
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State tax preparation – Business and Personal
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Tax planning
QuickBooks® Services
Helping you implement and maintain a complete financial management tool
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Set up and customization – Save time and frustration by allowing us to set up QuickBooks for you. After we set up your QuickBooks software, we can help customize it specifically for your business - including integrating third-party software.
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Employee Training - Once QuickBooks is set up and working properly, we can train you or your employees in how to use QuickBooks specifically for your business.
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Major Overhauls – Is your QuickBooks out of control? We can fix it. Then we can reorganize QuickBooks in ways that work for your business needs. We can also help you implement processes that ensure QuickBooks stays in tip-top shape.
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Tune-ups – Having problems getting a transaction to work correctly in QuickBooks? Financial reports don’t look like they should? Whatever your situation or problem, we will get your QuickBooks running smoothly again with a complete Tune-up.
ABOUT
At Balance MY Accounts we provide:
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Reliable and Accurate Financial Records – We make sure you books are correct and up to date with meticulous attention to detail, eliminating costly errors
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Time and Cost Savings – Reduce administrative burdens and operational costs associated with in-house bookkeeping.
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Scalable Solutions - Our services can adapt to your evolving needs, ensuring continued support as your business grows.
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Compliance Ready Bookkeeping – We make sure your books are always audit-ready and meet all regulatory standards, providing peace of mind that your financial are in order.
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Tax Compliance – Whether you are an individual or a business owner, effectively managing and filing your taxes is essential. We can help both individuals and business owners accurately prepare and file taxes, plan for future tax events, reduce the risk of audits, and save the time and stress involved with tax preparation.
Bio:
Jogina "Jo" Malone-Murphy, the founder, and owner of Balance My Accounts, is a Certified Public Accountant (CPA) in Oklahoma. She graduated from the University of Central Oklahoma, after which she worked for the nationwide accounting firm Ernst & Young and eventually served as a Corporate Controller for 15 years. Jogina now focuses on providing comprehensive bookkeeping and accounting services to individuals and businesses alike. She specifically enjoys understanding businesses and creating efficiencies in the daily processes so owners can focus on business and personal growth and success.