Know Your Numbers. Grow Your Business.
Professional Bookkeeping, Payroll & Tax Services for Small Businesses Nationwide.
We help business owners gain financial clarity through accurate bookkeeping, reliable payroll, strategic tax preparation, and ongoing financial guidance—so you can make confident decisions and focus on growing your business.
✔ Certified Bookkeepers
✔ QuickBooks Online Experts
✔ Remote Nationwide Services
✔ Personalized Financial Support
Questions? Call us at 815-375-9005
The Xact Difference
At XactBalance Financial, bookkeeping is about more than balancing the books.
It's about giving business owners the financial clarity they need to make confident decisions.
Whether you're hiring employees, expanding your business, investing in equipment, or preparing for tax season, your financial reports should give you the confidence to make informed decisions.
We don't just reconcile transactions.
We help you understand what your numbers are telling you—and how to use them to grow your business.
That's The Xact Difference. Financial clarity that helps your business grow.
Our Financial Services
Whether you need accurate bookkeeping, reliable payroll, strategic tax planning, or financial guidance, our services are designed to help you stay organized, compliant, and confident as your business grows.
Bookkeeping Services
Your books shouldn't just be accurate—they should help you make smarter business decisions.
Our bookkeeping services include:
✔ Monthly reconciliations
✔ Financial statements
✔ Accounts payable
✔ Accounts receivable
✔ General ledger maintenance
✔ QuickBooks Online support
✔ Catch-up & cleanup bookkeeping
✔ Year-end preparation
Payroll Management
Your payroll shouldn't just be processed—it should keep your employees paid accurately and your business compliant.
Our payroll services include:
✔ Payroll processing
✔ Direct deposit
✔ Employee onboarding & payroll setup
✔ Federal & state payroll tax filings
✔ Quarterly & annual payroll reporting
✔ W-2 & 1099 preparation and filing
✔ New hire reporting
✔ PTO & employee deduction tracking
✔ Multi-state payroll support
✔ Payroll compliance & record maintenance
Tax Preparation and Planning
Your financial reports should do more than report the past—they should help you plan for the future.
Our tax services include:
✔ Individual tax preparation
✔ Business tax preparation
✔ Tax planning strategies
✔ Quarterly estimated tax payments
✔ Sales tax filing & reporting
✔ IRS & state notice assistance
✔ Year-end tax planning
✔ Tax-ready financial statements
Financial Consulting and Support
Your numbers tell a story. We help you understand that story so you can improve profitability, strengthen cash flow, and make confident business decisions.
Our consulting services include:
✔ Cash flow analysis
✔ Budgeting & forecasting
✔ Financial performance reviews
✔ Business growth planning
✔ KPI reporting & analysis
✔ Profitability improvement strategies
✔ QuickBooks consulting & support
✔ Ongoing financial guidance
About XactBalance Financial.
Running a business is challenging enough without worrying about bookkeeping, payroll, taxes, and financial reporting.
At XactBalance Financial, we believe every business owner deserves accurate financial information they can understand and trust.
Founded by Beth Baty, XactBalance Financial was built on a simple mission: provide business owners with accurate financial information, proactive support, and the confidence to make smarter business decisions.
We partner with businesses across the United States to provide professional bookkeeping, payroll, tax preparation, and financial consulting tailored to each client's unique needs.
Whether you're launching a new business, catching up on your books, or managing an established company, we're committed to delivering responsive communication, personalized service, and reliable financial support every step of the way.
Because when you understand your numbers, you can focus on what matters most—growing your business.
Achieve Financial Clarity.
Your books should do more than keep you compliant—they should help you understand where your business stands and where it's headed.
At XactBalance Financial, we provide accurate bookkeeping, reliable payroll, strategic tax planning, and personalized financial guidance so you can spend less time worrying about your finances and more time growing your business.
Let's build your financial future together.
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"Before working with XactBalance Financial, our bookkeeping was always behind, and tax season was stressful. Now our books are accurate, our reports actually make sense, and we spend less time worrying about our finances and more time growing our business."
Sarah J.
Owner | Small Business
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"As a small business, every minute counts. XactBalance Financial keeps our books accurate and up to date so we can spend more time serving our customers and growing our company."
Mark T.
Owner | Small Business
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"It's reassuring to know our bookkeeping is being handled by people who truly care. XactBalance Financial has been reliable, knowledgeable, and easy to work with from the very beginning."
Emily R.
Owner | Tropical Ice
Let's build your financial future together.
Our headquarters:
Madison, Wisconsin, United States
Remote, Nationwide
815-375-9005
Beth@xactbalancefinancial.com