Bookkeeping, Tax Preparation, & Financial Services
Our mission is to help individuals, families, and business owners achieve financial clarity and freedom through reliable bookkeeping, tax preparation, and financial support, so they can pursue their goals with confidence and peace of mind.
We serve clients who want clear and organized books, accurate tax preparation, and a trusted financial partner committed to supporting their growth every step of the way.
What Working With Us Looks Like
Where small business meets big vision. Your goals matter, your numbers matter, and your peace of mind matters.
We believe financial support should feel clear, approachable, and judgment free. When you work with Advanced Books & Balancing, you start by choosing the services you need and accessing your secure client portal, all communication and document sharing happens in one place for simplicity and ease.
From there, we partner with you to create clarity, structure, and long term stability, so you feel supported, informed, and confident every step of the way.
Our Services
Bookkeeping & Financial Operations
Ongoing bookkeeping, cleanup, and financial organization that keep your books accurate, tax ready, and easy to understand.
Services covered:
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Bookkeeping
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Cleanup and catch up
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Business mentorship
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Financial organization
Tax Preparation & Compliance
Professional tax preparation and year round tax support for individuals, businesses, and organizations across all fifty states.
Services covered:
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Tax preparation and support
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IRS notices and assistance
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Refund transfer and advance loans
Financial Leadership & Business Support
Strategic financial guidance, HR setup, and systems support designed to help businesses grow with confidence and structure.
Services covered:
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Fractional CFO services
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HR setup and compliance
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Business mentorship
**Can we add links to each box that takes the client to each one of these sections on the site?
Testimonials
**Can we add a Google review slider to this section?