Business Details
21 Years
experience
Your Trusted Partner for Accounting Solutions
Balancing Act is a professional accounting and business consulting firm serving small businesses and startups in Towson, Maryland and surrounding areas. Founded in 2005 by Certified Public Accountant Mary Jo Watson, the company combines over 30 years of accounting expertise with hands-on QuickBooks proficiency to deliver tailored financial solutions. Our services include bookkeeping systems implementation, operational accounting, small business consulting, and QuickBooks training for clients in Baltimore County and Baltimore City. As a QuickBooks ProAdvisor, we specialize in streamlining financial processes to improve business efficiency and profitability.Our approach focuses on personalized service, practical training, and proactive financial guidance to help business owners reduce costs, prevent errors, and make informed decisions. With a proven track record of success since 2005, we maintain strong industry knowledge through continuous professional development and active practice in accounting standards. Our commitment to client success is demonstrated through customized service packages, transparent communication, and a dedication to simplifying complex financial matters for business owners at every stage.
Services
Accounting Services
Bookkeeping Systems
Small Business Consulting
QuickBooks Training
Package Pricing
Operational Accounting
Financial Process Development
CPA Services
Business Process Streamlining
Tax Preparation Support
Details
- Year established: 2005
Highlights and features
- 30+ years of accounting experience with small business expertise
- Certified QuickBooks ProAdvisor with implementation specialization
- Personalized financial training for business owners and staff
- Proven track record helping Baltimore area businesses since 2005
- Customized service packages for specific business requirements
Associations and certifications
- Certified Public Accountant (CPA)
- QuickBooks ProAdvisor
What people say
Lifesaver for our businesses
Incredibly helpful
Reasonably priced
Valuable advice
Quick response
Services
Accounting Services
Our comprehensive accounting services help small businesses maintain accurate financial records and make informed business decisions. With CPA-led expertise, we provide customized accounting solutions including financial reporting, budget development, payroll processing, and tax preparation support. Our approach combines technical proficiency with practical business insights to improve financial management and ensure compliance with accounting standards.
Bookkeeping Systems
We design and implement efficient bookkeeping systems tailored to your business needs. Our services include setting up accounting processes, training staff on financial software, and establishing internal controls to prevent errors and fraud. We help businesses streamline their financial operations through organized record-keeping and regular account reconciliations to maintain accurate financial data.
QuickBooks Training
As a certified QuickBooks ProAdvisor, we provide expert training and implementation services for small businesses. Our hands-on training sessions teach business owners and staff how to effectively use QuickBooks for daily accounting tasks, generate financial reports, and maintain accurate records. We customize training to match your specific business requirements and software proficiency level.
Small Business Consulting
Our small business consulting services focus on improving financial operations and strategic decision-making. We offer cash flow analysis, financial planning, process improvement recommendations, and operational accounting guidance. Our consulting approach combines accounting expertise with practical business experience to help entrepreneurs optimize their financial management and achieve long-term growth objectives.
Package Pricing
We offer structured service packages designed to meet different business needs and budgets. Our packages include business reviews, quarterly checkups, QuickBooks reviews, and year-end cleanups. Each package provides specific deliverables tailored to common accounting requirements, offering cost-effective solutions for businesses seeking regular financial support without hourly billing arrangements.
People
Mary Jo Watson
President
Certified Public Accountant with 30+ years of experience, specializing in small business accounting and QuickBooks implementation. Former CFO with expertise in financial process development and business consulting for Baltimore area companies.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive accounting services including financial reporting, payroll processing, budget development, account reconciliations, and tax preparation support tailored to small business needs.
Do you offer QuickBooks training for beginners?
Yes, we provide customized QuickBooks training for business owners and staff at all experience levels, focusing on practical application for daily accounting tasks.
What areas do you serve?
We serve businesses in Towson, Lutherville, Timonium, Cockeysville, Hunt Valley, and throughout Baltimore County and Baltimore City, Maryland.
How can you help improve my business financial management?
We implement efficient accounting systems, provide financial analysis, offer process improvement recommendations, and train staff to maintain accurate financial records for better decision-making.
Do you offer free consultations?
Yes, we provide complimentary initial consultations to discuss your specific accounting needs and recommend appropriate solutions for your business.
