Website: betterbalancedbookkeeping.com
Phone: 904-838-5882
Better Balanced Bookkeeping & Tax Services LLC is a bookkeeping and tax firm based in Lake City, Florida, at 295 NW Commons Loop, Suite 115-241, Lake City, FL 32055. The firm offers QuickBooks bookkeeping, payroll, and tax return preparation to small and mid-sized businesses in Northeast Florida, and it names Gainesville among the North Florida cities it serves. As a Lake City firm serving Gainesville on a regional basis, it does not list an in-city Gainesville office.
Services
The firm’s stated services include tax preparation and planning, bookkeeping, payroll, consulting for QuickBooks, training for QuickBooks, cloud accounting, and sales and use tax. It works with QuickBooks products including QuickBooks Online and QuickBooks Desktop. The source describes the firm’s payroll work as keeping up with changing payroll laws and compliance on behalf of clients, and it frames the firm’s tax services as managing tax deadlines and compliance so business owners can focus on operations.
For QuickBooks, the firm states that it can help clients select, install, and customize a QuickBooks accounting system, as well as provide training and troubleshooting. It presents QuickBooks consulting and training as a way for clients to save time and money.
Who They Serve
The firm provides services to individuals and to owners of small and mid-sized businesses. Among the industries it lists are construction, medical and health care, real estate, and retail. For construction specifically, the firm notes that company owners face accounting issues tied to tighter margins and the importance of staying current with financial and project records.
The source provides a detailed list of construction-related businesses the firm works with, including general contractors, subcontractors, commercial and residential builders, remodelers, developers, plumbers, electricians, painters, roofers, framers, foundation companies, fabricators, landscapers, HVAC, carpenters, fence companies, pool builders, concrete companies, flooring companies, elevator installers, glass, window and door companies, sheetrock installers, countertop installers, insulation companies, solar panel companies, highway development and repair companies, and oil and gas pipeline builders.
Approach & Tools
For construction clients, the firm describes assistance with the selection, installation, customization, and training of construction accounting software; monthly, quarterly, or annual bookkeeping services; job cost setup, training, and support to track estimate versus actual spending; cash flow tracking and forecasting; assistance creating loan packages for construction project financing; cost segregation; and tax return preparation. The firm frames job cost support as a way for contractors to get smarter about their bids.
The source identifies Lori West as founder and owner of the firm and describes her as having a background in accounting and construction and as providing bookkeeping and tax services to individuals and small and mid-sized business owners in Lake City, Jacksonville, Gainesville, and other North Florida cities. The firm offers a complimentary consultation to discuss a client’s accounting needs.
Service Area and Specialties
The firm’s contact materials list a service area that spans Jacksonville, Lake City, Gainesville, St. Augustine, and Jacksonville Beach, Florida, indicating coverage across Northeast and North Florida from its Lake City base. The firm describes its general client base as small and mid-sized businesses, with industry pages dedicated to construction, medical and health care, real estate, and retail. Its emphasis on QuickBooks is reflected throughout its services, including dedicated consulting and training offerings, support for both QuickBooks Online and QuickBooks Desktop, and cloud accounting.
The firm states that it stays current with changing payroll laws and compliance and that it handles tax deadlines so owners can focus on their operations. For construction clients, it pairs general bookkeeping with construction-specific tools such as job cost setup and tracking, cash flow forecasting, loan package assistance for project financing, and cost segregation. These statements are presented as the firm’s own description of its services.
For directory users in Gainesville and the surrounding North Central Florida and Alachua County area, Better Balanced Bookkeeping & Tax Services LLC is a Lake City firm that serves Gainesville regionally and emphasizes QuickBooks-based bookkeeping, payroll, and tax services, with a notable focus on construction businesses and the trades across North Florida. Prospective Gainesville clients would work with the firm from its Lake City location.