Balance Your Ledger

The Hudson Valley’s premier bookkeeping company for small business owners and cottage industries.

Why Choose Us

Local Expertise: Proudly serving the Hudson Valley region, we know the local market and its specific financial nuances.

  1. Personalized Service: We take the time to truly understand your business, tailoring our services to meet your specific goals and challenges.

  2. Accuracy & Integrity: Our team is committed to maintaining the highest standards of accuracy and integrity in all financial matters.

  3. Comprehensive Solutions: From daily bookkeeping to detailed financial reporting and tax preparation, we offer end-to-end solutions to support your success.

We Manage Your Money So You Can Manage Your Business

Balance Your Ledger Services

  • All your financial activities are meticulously recorded and backed up regularly in QuickBooks, ensuring your records are always current and secure.

  • We enter and track all your invoices and bills, so you always know what’s outstanding, collected, or paid.

  • We manage the entire process of depositing money into your bank and recording it in your books, allowing you to focus on what you’ve earned.

  • Our team handles payroll processing, check generation for employees, and the withholding of necessary payroll taxes.

Desk with a cup of black coffee, tax documents, a yellow calculator on a sheet of check, a pen, and a small yellow sticky note.

Maximize Your Financial Efficiency with Proactive Financial Monitoring

We review your financials frequently and offer actionable advice to help you save money and increase the distance between your income and expenses.

We keep you informed about critical financial matters, such as potential cash shortfalls or persistent outstanding balances, so you can address issues promptly.

Think you don't need bookkeeping services?
Think again.

At Balance Your Ledger, we understand that every dollar is important, especially for small businesses. And that's exactly why we exist - to save you money. This isn't just wild conjecture; here's the thoughts of a few people who know a thing or two about it.

Businesses fail if they outsource blindly.

According to Jay Goltz, the owner of five small businesses in the Chicago area, trusting an accounting firm to do your bookkeeping is a mistake:

"You cannot be in control of a business if you don’t know what is going on. With bad numbers, or no numbers, a company is flying blind, and it happens all of the time. Why? For one thing, it is a common misconception that an outside accounting firm hired primarily to do the taxes will keep watch over the business."

Top 10 Reasons Small Businesses Fail

You won't have good money management without a sound budget

"If you’re not in the habit of running your household with a budget you’re not likely to run your business with one. Mismanagement of funds is hands down one of the number one causes of business failure."

The website SMALL BUSINESS TRENDS considers the lack of a budget as the #1 reason for failure

Even if you start with a good financial model, you have to keep it up

Karen Greenstreet, a Small Business Coach and Consultant, cites poor record keeping and financial controls:

"Yes, you have to keep financial and business records, you have to review your revenue and expense report each month, and you have to file taxes and other business-related filings. If you don’t know how to do these, or don’t want to, get help from someone who does."

Why Businesses Fail

Get in Touch!

Schedule a free 1:1 call with us to get started with an accurate, efficient, and reliable bookkeeping service tailored to your unique needs.

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