Our Services-Bookkeeping, Cleanup & Financial Reporting Montague, MI.
At Leo Aguilera Balanced Books, we provide comprehensive bookkeeping and payroll management designed to keep your financials accurate, organized, and actionable. Our services ensure you always know where your business stands—allowing you to make confident, profit-driven decisions.
Schedule a Call for Pricing.
Bookkeeping Services
• 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
Payroll Services
• 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
Tax Support Services
• 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