Services We Offer

We provide bookkeeping services tailored to each business's needs. Some clients prefer that we perform the work on site in their office, while others prefer our outsource services online. We pick up the paperwork or clients simply scan, fax, mail or upload the documents to our client portal.

Bookkeeping Services

Taking Care of Your Needs

We offer daily, weekly, monthly, and quarterly services based on your needs which include: 

  • Internal Bookkeeping Process Development

  • Chart of Accounts Development

  • Bank Reconciliations

  • Accounts Receivable / Accounts Payable

  • Income Statement, Balance Sheet, and General Ledger 

  • Custom Reports 

  • Sales Tax Reporting (CT/NY)

  • Workers Compensation & Unemployment Audit Support 

Support for QuickBooks

Certified QuickBooks ProAdvisor

At Balancing Act Financials we are all Certified QuickBooks ProAdvisors. We are proficient in the desktop versions as well as the online version of QuickBooks. Although we are experienced in the older versions of QuickBooks, we are annually certified on the newer versions. 

  • Support for QuickBooks Set up

  • Support Services for QuickBooks Training & Consulting 

Payroll Support Services

Need Payroll Assistance?

We work with several different payroll platforms including:

  • QuickBooks 

  • A.D.P

  • Paychex

  • Gusto

Certified Bookkeeper

What Is A Certified Bookkeeper?

As recognized by the American Institute of Professional Bookkeepers - Anne Mochulsky and Aimee Roden have both successfully achieved this designation by passing proctored examinations demonstrating a high level of skill and knowledge in crucial areas of bookkeeping, accounting and taxation. As with any professional designation we are required to continually educate ourselves and submit CPEC annually.

QuickBooks ProAdvisor Program Member

What Is A Certified QuickBooks ProAdvisor?

All Balancing Act Financials, LLC bookkeepers are tested and certified on an annual basis. As QuickBooks changes and adds new functionality, we are always kept current. This allows us to enable our clientele to use QuickBooks software to their best advantage.


1074 Hope Street, Suite #209, Stamford, CT 06907, USA


(203) 548-0223


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