Monthly Bookkeeping & Accounting
Accurate books, closed every month, with reports that tell you how the business is really doing.
Full details →CPA-led · Founder-led · Year-round
Your books, taxes and payroll — handled.
Balance Partners is a CPA-led accounting practice providing bookkeeping, business tax, sales tax, payroll and back-office support for owner-led U.S. businesses. One experienced professional owns the whole picture, so nothing falls between providers.
Florida-licensed CPAIRS Enrolled Agent13+ years of experienceTampa, FL — serving clients nationwide
01
One accountable professional
Your bookkeeper, tax preparer and payroll coordinator are the same CPA — not three vendors pointing at each other.
02
A flat monthly fee, in writing
Defined scope and named deliverables before you commit. No surprise hourly bills for routine questions.
03
Planning before deadlines
Quarterly estimates from real numbers, and tax decisions flagged while there is still time to act.
Sound familiar?
Most owners don’t need another vendor. They need someone to take responsibility.
Where things stand today
- The books are always a few months behind
- Financial reports arrive too late to be useful
- Tax planning only happens after the year is over
- The bookkeeper, payroll company and tax preparer don’t talk to each other
- When something goes wrong, it’s not clear who’s responsible
- Multi-state filings and recurring deadlines keep multiplying
What changes when it’s coordinated
- Monthly books closed on a predictable schedule
- Financial reports you can actually read — and act on
- Better visibility into cash flow and profitability
- Tax planning before deadlines, not after them
- Payroll and sales tax handled in step with the books
- One accountable point of contact, in plain English
What we do
Six services. One steady partner.
Engage one service or the complete back office — every piece coordinated by the same CPA-led team.
Business Tax Planning & Preparation
Year-round planning and accurate returns, prepared by the same professional who knows your books.
Full details →Sales Tax Compliance
Registration, filings and deadline tracking across the states where you owe it.
Full details →Payroll, W-2 & 1099 Support
Payroll coordination, filings and year-end forms for employees and contractors.
Full details →Outsourced Back-Office Support
Invoicing, A/P and A/R coordination, and the recurring financial busywork — off your plate.
Full details →QuickBooks Cleanup & Catch-Up
Behind on the books or inheriting a mess? We rebuild them so everything after is reliable.
Full details →Who we work with
We specialize by situation — and go deep on one industry.
Six situations we see every week across owner-led businesses, plus dedicated depth in med spas and aesthetics practices.
Growing businesses
Small and mid-sized companies whose finances have become real work.
Owner-led companies
Where the founder still signs off on the numbers — and wants to trust them.
Beyond DIY
Businesses that have outgrown spreadsheets and self-service bookkeeping.
Too many providers
Companies juggling disconnected bookkeeping, payroll and tax vendors.
Hiring & expanding
Businesses adding employees or crossing into additional states.
Year-round owners
Owners who want ongoing support — not a once-a-year filing relationship.
Specialty focus
Med spas and aesthetics practices.
Memberships and prepaid packages, injectables and retail inventory, provider compensation, treatment-level profit, multi-entity structures — med spa finances carry complications most bookkeepers never see. We publish and work in this area specifically, with a dedicated service built for it.
- Deferred revenue from memberships, packages and gift cards
- Injectables, clinical supplies and retail skincare inventory
- Provider payroll, commissions and 1099 classification
- Treatment and provider profitability reporting
- Sales tax on treatments vs. retail products
- MSO / professional-entity bookkeeping
Jenny Gao, CPA, EAFounder & Principal
Founder-led by design
One professional who knows your whole financial picture.
Jenny Gao is a Florida-licensed CPA and IRS Enrolled Agent with more than 13 years of accounting and tax experience, including corporate accounting for public and pre-IPO companies. She reviews every client’s work personally — which is why the firm keeps its client list deliberately small.
Owners hire Balance Partners because they want one professional who knows the books, the taxes, the payroll, and how each affects the others. And because Jenny is an Enrolled Agent, she can represent you before the IRS if it ever comes to that.
Florida-licensed CPAIRS Enrolled Agent13+ years of experienceReplies within one business day
How it works
Four steps to a reliable back office.
01
Schedule a fit call
Twenty minutes about your business, your current setup and what’s not working.
02
Get a clear proposal
A written recommendation covering scope, deliverables, timeline and the monthly fee.
03
Guided onboarding
We collect access, review history and set up the routines — you’re never left guessing.
04
A reliable rhythm
Books closed, deadlines tracked, questions answered — month after month.
From the library
Plain-English guides, written by a CPA.
45 guides on bookkeeping, tax, sales tax, payroll and Florida compliance — each with sources and a review date.
LLC vs. S-Corp: How the Taxes Actually DifferLLC vs. S-corp taxes explained: how self-employment tax, reasonable salary, payroll costs and the QBI deduction change the math at $80k, $150k and $300k.Quarterly Estimated Taxes: How They Work for Business OwnersQuarterly estimated taxes explained for business owners: 2026 due dates, the 90%/100%/110% safe harbors, how to compute payments from your P&L, and penalties.Florida Sales Tax Basics for Business OwnersFlorida sales tax basics for business owners: the 6% rate plus county surtax, the $5,000 cap, DR-15 due dates, filing frequency, use tax, 2026 holidays.
Questions
Answers, up front.
Do you work with businesses outside Florida?
Yes. We’re based in Tampa and work remotely with businesses across the United States. Service availability depends on engagement scope and applicable professional requirements.
Can we hire you for only one service?
Yes. Many clients start with a single service — bookkeeping, a cleanup project, or sales tax — and expand later.
Do you offer fixed pricing?
Recurring work is billed as a flat monthly fee defined in your written proposal — no surprise hourly charges for routine questions. Monthly engagements start at $1,500 — see how pricing works.
Can you clean up prior bookkeeping?
Yes. Cleanup starts with a diagnostic review of your file so you get a firm quote and timeline before committing.
How quickly do you respond?
We reply within one business day.
Request a 20-Minute Fit Call
No obligation. Tell us about your setup and we reply within one business day with times for a 20-minute call. If we’re not the right fit, we’ll tell you.
Request a 20-Minute Fit Call →