Consultation & Training

EFFICIENT – ORGANIZED

With various tools and software programs at our fingertips, Balance the Books, LLC can help you and your staff work more efficiently. We are experts with excel and can automate many of the tasks you handle manually. This will help you accomplish goals faster and with greater accuracy. Training personnel to be more organized can also improve productivity and consistency. Document storage can be minimized through the use of scanning to online storage that allows you immediate access to your files and frees up valuable space in your office. Let us show you how you can save hours every week !!

  • Coordinate and train staff on software
  • Review internal controls
  • Establish filing systems
  • Organize desktops and electronic files
  • Review processes and procedures