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Discover what's behind the numbers. We can help
you  get "TAX READY"
with confidence.

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SERVICES

ABOUT

Our mission is to provide small business owners the tools they need to make sound financial decisions, to be "bank-ready" at a moment's notice, and to prosper in a rapidly changing world.  We focus on preparing your financial statements and ensuring accurate records so you can focus on building your business and brand.  We are passionate about helping small business owners build and understand their financial statements through a trustworthy software platform.  Our team of associates have over 30 years of combined corporate accounting experience.  After working for several Fortune 500 companies, we decided it was time for a change and began working to bring our skills and expertise to small business owners.

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SERVICES

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Setup & Cleanup

We will create your QuickBooks setup or we will bring your past books up to date.  

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Organize & Systemize

Leave the routine categorization and reconciliation to us so you can manage your business.

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Reports & Decisions

We will run your key QuickBooks reports to help you make informed business decisions.

ABOUT

CORE BUSINESS

What We Do:

The Balance Lounge is a bookkeeping firm specializing in providing you the financial balance needed to run a successful business.  Our finance experts are dedicated to your business bookkeeping services.  We manage your business' revenue, expenese, assets and liabilities, performing account analysis and reconciliations.  Each month, we provide you a detailed report containing your income statement, balance sheet, and cashflow statement for the prior month, timely and accurately.  Our Quickbooks Online accounting software seamlessly integrates with applications your business already uses, like SQUARE, PayPal, Amazon Business, and Shopify, to name a few, as well as major banks and credit card companies.  Our finance experts collect initial details about your business and from there the process is reliable and accurate. 

PROJECTS

CORE CUSTOMERS

ASSOCIATIONS

CONTACT

CONTACT

Inquiries

For any inquiries, questions or commendations, please e-mail us at  info@thebalancelounge.com

call us: 980-292-6366 or fill out the following form

Contact Us

Head Office

6201 Fairview Road, Suite 200

Charlotte, NC 28210

 

info@thebalancelounge.com

Tel: 980-292-6366

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