What We Do.
No matter what business you’re in, it’s of utmost importance to have a trustworthy bookkeeping system in place to support the growth and sustainability of your business. Knowing that your books are in shape year-round gives you peace of mind and the freedom to think strategically to help grow your business and have more time to focus on things that really matter.
Area of Practice
Whether just starting out or maintaining your status quo, Balancing Act will keep a sharp eye on your finances through all stages of growth, supporting you for long-term success. We hold our team and our work to a high standard and aren’t satisfied until our clients are happy.
01
Daily Transaction Management
We manage your transactions for all of your accounts every day, correctly categorizing your expenses and deposits.
02
Reconcile Bank and Credit Accounts
We reconcile all of your accounts each month, allowing us to keep up-to-date with records and alerting you for any unfamiliar activity.
03
Payroll Processing
We provide bi-weekly or monthly payroll processing, allowing you to control your workforce management and benefit administration.
04
Bill Payment
We can work with you on determining ACH or credit card payments, whether it is a regular bill processing or special expense management.
05
Financial Reporting and Recommendations
We will conduct monthly in-depth financial reviews and recommend next steps to keep you on track with your specific goals.
06
End-of-Year Tax Preparation Management
We will work closely, corresponding with your CPA to provide everything for on-time filing of taxes, removing the need for you to spend time you don’t have on producing time-stealing paperwork.
Who We Are
Our accounting professionals have a proven track record of expertise, availing you of any anxieties that you have when it comes to understanding your numbers and any action they facilitate.
Owner and CEO
Sam Le Blanc
Sam Le Blanc has a 40-year successful small business history in a variety of fields such as real estate, consulting sales, publishing, restaurants and of course, finance and accounting. With many different roles, he has been able to wear several hats which creates a perspective wide and deep to serve the same variety of small business needs.
Senior Account Manager
Christina Underwood
With at least five years experience in accounting, Christina Underwood has a passion for translating complicated math speak to tell an accurate story about the health of a business. Specializing in complex budgetary analysis and cash flow planning, she is enthusiastic about helping clients obtain the financial freedom and future they aspire.
Account Manager
Jahziel Gutierrez
Jahziel has experience in all aspects of account management, being able to process all incoming and outgoing transactions and advanced processing of tasks in support of each small business need.
Account Manager
Sheraz Ahmed
Sheraz has special skill in accrual accounting, juggling the multiple unique challenges that include adjusting date entries, budgeting for individual year-ends, and non-profit accounting.