Financial Life Coaching and Accounting Services
You’re not alone, we got this!
Offering support & encouragement for today, a hope and a plan for tomorrow.
Financial Life Coaching
Offering a wide variety of financial life coaching for all seasons of life. Our services include, budgeting assistance, getting out of debt strategies, dealing with foreclosure, student loan recommendations, bankruptcy avoidance and bankruptcy process coaching, retirement coaching, insurance coaching, financial referrals as needed.
Accounting Services
We offer a wide variety of accounting services including bookkeeping, business management coaching, and growth and business development.
Payroll Services
Full payroll services are provided for our bookkeeping clients. This includes e-filed quarterly reports, monthly tax deposits, end of year reporting, W2 and 1099 documentation.
Tax preparation
Both business and personal tax preparation services are among our specialties. Our job is to save you as much money as possible. We are able to assist in various different audits with both the IRS and state officials.
WELCOME!
To Balanced Financial Services
At Balanced Financial, we believe in the value of relationships. We view every client relationship like a partnership and truly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of training, technical experience, and financial acumen.
We provide a variety of services including a large number of Financial Life Coaching specialties, Income Tax Preparation for all types of businesses and individuals, IRS and State Audit Assistance, Payroll Reporting, Accounting support and training, Business startup services, Monthly bookkeeping, and Financial statements – making sure your financial records are timely and accurate.
Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology, and extensive business relationships is indicative of our commitment to excellence.
Professional Service
Years of Experience
Serving Your Unique Needs
Balanced Financial provides support in all areas of business and personal financial coaching and consulting. Let us take the time to listen to you, hear your story and what is important to you now and in the future. Then let us suggest, brainstorm with you, and guide you with financial strategies that lead to either personal or business growth and development.
As part of the Haggard Family of Chiropractic offices, I have had the opportunity to work with Holly for years. Holly is hardworking and dedicated to meeting all of our accounting needs. She has often gone above and beyond for our chiropractic practice, working long hours, visiting our offices, and jumping into help us in situations where we needed her expertise and accounting services. Holly stays on top of things, communicates clearly, takes the time to explain things in everyday language and ensures that we understand. She will research options and give us educated and creative possibilities to meet our financial needs and strategize our business plans for the future. We always feel Holly has our best interest at heart and she is always working hard to find the best ways to help our business succeed.
David Haggard
The Haggard Family of Chiropractic
Holly has been assisting my family for years with our tax preparation needs. She has always been proactive in her tax planning strategies. Holly has taken the time throughout the year to ensure that we withheld enough from our paychecks and has helped us reevaluate our situation as we have experienced job changes and promotions over the years. As our children have grown, she has helped us strategize college expenses and assisted our children with their taxes as they have gotten their first jobs. Now as my children have married, she continues to assist and advise the next generation with wise counsel and money-saving tax strategies. I highly recommend Holly for any of your tax or financial needs.
Michelle and Jonathan Petie
Holly leaves no stone unturned when it comes to putting together our taxes. We have used Holly for several years and she asks the right questions to help us remember what expenses we have had over the past year that we can use as write offs. She introduces us to new laws that may affect our tax liability. Holly is creative yet always legal in her approach to helping us save the most money we can. She’s is easy to talk with and so helpful. Holly is always knowledgeable and believes in educating clients with new strategies and potential additional taxes that we need to plan for or try to avoid. We feel Holly is always looking out for us year after year.
Kiki and John Sandifer
HAVE A QUESTION? WE’RE HERE TO HELP
4245 S 247th Dr
Buckeye, AZ 85326