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Your Trusted Partner in Simplified Bookkeeping

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My passion is helping small business owners gain the financial clarity they need to grow, increase profitability, and legally reduce their tax burden. Leo Aguilera Balanced Books, based in Montague, Michigan just outside of Muskegon and proudly serves across West Michigan. We specialize in Bookkeeping, Payroll, and Tax Preparation & Planning.

Although rooted in Montague, we proudly support clients nationwide by leveraging secure, modern cloud technology. QuickBooks Online is at the core of our operations because its functionality, reliability, and integrations far exceed other bookkeeping systems on the market.

We are committed to delivering fast, accurate, and affordable services so business owners can stay focused on what truly matters—building their businesses. With experience across virtually every major industry, we’ve built proven systems that streamline operations, save time, and reduce costs.

Our clients value having a trusted partner who keeps their books precise and their tax obligations minimized, giving them confidence and peace of mind year-round.

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Services

Welcome to our bookkeeping world, where numbers tell stories and your financial peace of mind is our priority. Let us handle the details while you focus on what truly matters to you.

  • Our goal is to keep your books clean, accurate, and consistently organized, giving you clear insight into your finances so you can make smarter decisions and stay focused on growing your business—not sorting receipts or fixing bookkeeping errors.

    QuickBooks Online is our primary bookkeeping platform because it’s secure, powerful, and capable of handling nearly all small-business bookkeeping needs. Its integrations—such as time-tracking, expense management, and online bill pay—create a smooth, efficient workflow that boosts accuracy and saves valuable time.

    While QuickBooks Online is our preferred solution, we also work with QuickBooks Desktop when a business requires specific features unique to that system. As Advanced Certified QuickBooks ProAdvisors in both Online and Desktop versions, we ensure your bookkeeping is handled expertly, no matter which platform you use.

    Bookkeeping Services included:

    • Monthly account reconciliation (bank, credit card, loans)
    • Accurate transaction categorization under proper IRS guidelines
    • Income and expense tracking
    • Accounts payable management (tracking bills and vendor payments)
    • Accounts receivable tracking (customer invoices and payments)
    • General ledger maintenance
    • Financial statement preparation (Profit & Loss, Balance Sheet, Cash Flow)
    • Budgeting and cash-flow monitoring
    • Cleanup and catch-up bookkeeping for businesses that are behind
    • Integration and management of connected apps (POS, payroll, e-commerce, etc.)
    • Document organization and digital recordkeeping
    • Monthly performance reviews to highlight trends and opportunities

    Schedule for consultation to get prices for each services.

  • Our goal is to give you clean, reliable financials and a fully streamlined payroll system, ensuring your employees are paid accurately and on time while you stay focused on what truly matters—running, improving, and growing your business, rather than getting bogged down with payroll calculations, deadlines, or endless spreadsheets.

    Payroll Services included:

    • Employee payroll processing
    • Direct deposit setup
    • Payroll tax calculations and submissions through trusted payroll systems
    • W-2 and payroll reporting assistance
    • Contractor payment tracking for 1099s
    • Payroll schedule management

    Schedule for consultation to get prices for each services.

  • While we do not file federal or state income tax returns, we handle the financial groundwork that makes tax season smooth, stress-free, and fully compliant. Our work ensures your tax preparer receives complete, accurate, and audit-ready books.

    Tax Support Includes:

    • Tax-ready financial statements delivered monthly
    • Proper categorization of expenses to maximize allowable deductions
    • Year-end financial organization for your tax preparer
    • 1099 preparation and filing for contractors
    • Sales tax liability tracking and reporting assistance
    • Payroll tax coordination through payroll platforms
    • Collecting and preparing all supporting documentation (statements, reconciliations, ledgers)
    • Ensuring your books meet IRS recordkeeping standards.

    Schedule for consultation to get prices for each services.

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SCHEDULE A FREE 15 MINUTES PHONE CONSULTATION

Discover how profitable and cost-effective it can be to have a professional handle your monthly bookkeeping. When your financials are managed accurately and consistently, you gain the clarity needed to make smarter decisions, increase profits, and stay focused on growing your business.

Click the button below to choose a day and time that works for you, and you’ll be instantly booked on my calendar. Let’s streamline your numbers and strengthen your business.

Schedule Now