Business Details
Trusted Scottsdale CPA Services for Businesses & Individuals
The Balance Sheet is a Scottsdale-based CPA firm dedicated to delivering measurable results for businesses and individuals through advanced accounting solutions. Our expertise spans business accounting, bookkeeping, tax planning, new business advisory services, and individual tax preparation. We specialize in creating customized accounting plans that align with specific business goals, leveraging current technologies to provide clients with full financial control. With a focus on forming long-standing professional relationships, we offer personalized support to businesses of all sizes, from startups to established entities.Our team provides QuickBooks setup and support, payroll services, financial statement preparation, and strategic tax planning tailored to industries such as real estate, dentistry, and medicine. We emphasize transparency, reliability, and client-centric service, ensuring businesses maintain accurate financial records while optimizing tax savings. Our free initial consultation for Scottsdale area business owners demonstrates our commitment to accessible, high-quality financial advocacy. As QuickBooks Certified Pro Advisors, we combine technical proficiency with practical business insights to support client success.
Services
Accounting Services
Tax Preparation
Payroll Services
QuickBooks Setup
Business Incorporation
Financial Planning
Estate Planning
College Savings
Bookkeeping
Budgeting
Highlights and features
- We create customized accounting plans tailored to your business goals
- QuickBooks Certified Pro Advisors for expert software implementation
- Free initial consultation for Scottsdale area business owners
- Specialized experience serving real estate, dental, and medical practices
- Ongoing tax planning and compliance support for businesses and individuals
Associations and certifications
- QuickBooks Certified Pro Advisors
Services
Accounting Services
Our accounting services provide businesses with organized financial management through customized solutions. We handle financial statement preparation, budgeting, cash flow maintenance, and QuickBooks implementation. Our expertise ensures accurate record-keeping and tax compliance while helping businesses maintain financial clarity and focus on growth.
Tax Preparation
We offer comprehensive tax preparation for businesses and individuals, including strategic planning to minimize liabilities. Our services cover federal, state, and local tax compliance, multi-state returns, and specialized planning for real estate professionals and medical practices. We ensure accurate filings while maximizing tax savings opportunities.
Payroll Services
Our payroll services handle all aspects of employee compensation, including tax filings, W-2/W-3 preparation, and 1099 processing. We manage federal and state compliance, worker's compensation audits, and unemployment claims while ensuring timely payments and accurate reporting to eliminate penalties for small businesses.
QuickBooks Setup
As QuickBooks Certified Pro Advisors, we provide complete setup, training, and maintenance for small business accounting software. Our services include version selection, file configuration, transaction training, and ongoing support to ensure proper implementation and efficient financial management through customized QuickBooks solutions.
Business Incorporation
We guide new businesses through entity selection, state registration, and tax optimization strategies. Our services cover corporation, LLC, and partnership formation, including name availability checks, banking assistance, and compliance guidance to establish businesses with proper legal and tax foundations for long-term success.
People
Jeff Thiede
Certified Public Accountant
Jeff Thiede is a certified public accountant with The Balance Sheet, providing expert accounting and tax services to businesses and individuals in Scottsdale. With extensive experience in financial planning and business advisory, he helps clients achieve their financial goals through personalized solutions. Jeff is committed to delivering measurable results and building long-term client relationships.
Questions
What accounting services do you offer for small businesses?
We provide full-service accounting including financial statements, budgeting, cash flow management, QuickBooks setup, and outsourced bookkeeping tailored to small business needs.
Do you offer tax planning services for individuals?
Yes, we offer comprehensive tax planning and preparation for individuals, including multi-state returns, estate planning, and college savings strategies to minimize tax liabilities.
How does your payroll service work?
Our payroll service handles tax filings, W-2/W-3 preparation, 1099 processing, and compliance reporting while ensuring timely employee payments and eliminating penalty risks for businesses.
What QuickBooks support do you provide?
As QuickBooks Certified Pro Advisors, we offer setup, training, data cleanup, ongoing support, and customized reporting solutions to optimize accounting software efficiency for small businesses.
Do you help with business formation?
Yes, we assist with entity selection, state registration, tax optimization, and banking setup for new businesses, including LLCs, corporations, and partnerships.
