Financial Services That Give You Confidence.
From bookkeeping and payroll to tax preparation and financial consulting, we provide accurate financial solutions that help you stay organized, make informed decisions, and grow your business with confidence.
Tailored Financial Solutions
Every business has different financial needs. That's why we provide customized bookkeeping, payroll, tax, and consulting services designed around your business—not a one-size-fits-all package.
Whether you're a startup, contractor, real estate investor, nonprofit, or established company, we'll build a solution that fits your goals.
Bookkeeping
Accurate bookkeeping that keeps your financial records organized, your reports up to date, and your business prepared to make confident financial decisions.
Payroll Services
Accurate payroll processing, payroll tax filings, direct deposit, and compliance services that ensure your employees are paid correctly and on time—every time.
Tax Preparation
Professional tax preparation and proactive tax planning designed to maximize deductions, ensure compliance, and help you keep more of what you earn.
Additional Services to Support Your Business
From QuickBooks setup and historical bookkeeping cleanup to accounts payable, accounts receivable, sales tax, and year-end support, we offer specialized financial services designed to keep your business organized, compliant, and ready for growth.
QuickBooks Online Setup, Cleanup & Support
Whether you're new to QuickBooks Online, transitioning from another accounting system, or cleaning up years of bookkeeping issues, we'll build and maintain a QuickBooks file that's accurate, organized, and tailored to your business.
Bank, Credit Card & Loan Reconciliations
Monthly reconciliations ensure your bank accounts, credit cards, and loans are accurate, balanced, and fully accounted for—giving you reliable financial reports you can trust when making business decisions.
Historical Cleanup & Catch-Up Bookkeeping
Fallen behind on your bookkeeping? Whether you're months—or even years—behind, we'll organize, reconcile, and correct your financial records so you can become tax-ready, regain financial clarity, and confidently move your business forward.
Who we serve
We proudly partner with businesses across a wide range of industries, providing customized financial solutions tailored to their unique needs.
Industries We Serve
✔ Service-Based Businesses
✔ Contractors & Construction
✔ Real Estate Professionals & Investors
✔ Medical & Dental Practices
✔ Retail & E-Commerce
✔ Restaurants & Hospitality
✔ Nonprofit Organizations
✔ Professional Service Firms
✔ Startups & Growing Businesses
Whether you're a sole proprietor, LLC, S Corporation, partnership, or nonprofit, we're here to support your financial success.
Experience The Xact Difference
At XactBalance Financial, we do more than keep your books organized—we provide the financial clarity you need to make confident business decisions.