Melissa Lally, MBA
BALANCE & FLOW
Accounting, Bookkeeping, & Small Business Guidance
WHO I AM
With over 20 years of experience working with small business owners and 501(c)(3) nonprofits, I am proud to have become a trusted source of knowledge and reliability. With a pragmatic approach to problem solving and a service oriented mindset, I love to put systems into place that are proven to remove stress and uncertainties from the business owner. It is my goal to build win-win relationships that involve us handling the financial management so that business owners’ days can be spent focusing on growing their business.
WHAT WE DO
At Balance and Flow, LLC, we offer small businesses more than accounting and bookkeeping services. We have heard repeatedly from small businesses the need for guidance, direction, and education.
We have worked with new businesses to scaling businesses to set up efficient accounting systems, clean up accounts for accuracy, and maintain ongoing accounting processes- All with the goal of allowing the business owner and staff to focus on business operations.
With a strategic team of partners of tax preparers, tax attorneys, and human resource specialists, we are positioned to support you and your business to thrive.
OFFERING
Formation, Finance, and Accounting
- LLC formation in your state
- Creation of an operating agreement
- Obtain Your Tax ID Number (EIN)
- File an S Corp election with the IRS (if chosen)
- Employer registration in your state
- Alerts provided for annual corporate filing
- Business structure and tax election choice advising
- Year-round bookkeeping, payroll, accounting and tax strategy advising
- Strategy consultations: revenue building, expense cost containment, cash flow
- Set-up company books
- Set-up payroll with third party payroll provider
- Review of financial reports
Bookkeeping
- Monthly categorization of business transactions
- Reconciliation of business bank and credit card accounts
- Financial reports package delivered monthly or quarterly
- Close books at end of year and prepare for taxes
- Bookkeeping workflow training
- QuickBooks training
TESTIMONIALS
Melissa is a skilled accountant with a great deal of knowledge about accounting and Quickbooks platforms. She has outstanding attention to detail, is diligent and very knowledgeable and trustworthy. I would definitely recommend Melissa to anyone who wants a talented professional to manage their books and accounting records.
Melissa is very knowledgeable and talented in her field. From a training perspective, she has a knack for breaking down information into manageable, easy-to-understand pieces. Her calm, friendly demeanor makes for very comfortable relationship. She is my go-to for accounting and QuickBooks reference.
Melissa brings high energy, enthusiasm, and a solution based approach to our daily challenges
