Whether you need ongoing bookkeeping support, strategic tax planning, or expert financial guidance, PrimeBalance offers the complete suite of services.
“Our two main goals were to be more efficient, because we were acquiring a heavier volume of invoices, and to redirect our accounts payable team’s time to more analytical tasks.”
Loren Stiltz, Regional Assistant Accountant
PrimeBalance provides a scalable automation solution capitalizing on robotic and AI capabilities, all purpose-built
for your business.
“We wanted something that was easy to implement. We also needed something that was already compatible with our accounting, that didn’t require a lot of customizations and would be an enhancement to our processes.”
Ned Milano,
Director of Accounting Operations
Comprehensive Tax Planning & Preparation
What We Offer:
- Individual tax preparation (Forms 1040, schedules)
- Business tax preparation (1120, 1120S, 1065, Schedule C)
- Multi-state tax filing
- Quarterly estimated tax planning
- Tax audit representation
- IRS problem resolution
- Tax savings strategies
- Year-round tax consultation
Who It’s For: Small businesses, corporations, partnerships, high-net-worth individuals, real estate investors
Professional Bookkeeping Services
What We Offer:
- Monthly bookkeeping and reconciliation
- Accounts payable/receivable management
- Financial statement preparation
- Cash flow analysis and forecasting
- Budget preparation and monitoring
- Chart of accounts setup and maintenance
- Bank and credit card reconciliation
- Clean-up of past accounting records
Who It’s For: Growing businesses, startups, businesses without in-house accounting staff
Strategic Financial Leadership
What We Offer:
- Part-time/fractional CFO services
- Strategic financial planning
- Financial forecasting and modeling
- KPI development and tracking
- Profitability analysis
- Business valuation support
- M&A financial due diligence
- Capital raising preparation
- Exit strategy planning
Who It’s For: Growing businesses, companies preparing for sale, businesses seeking strategic financial guidance
Accurate & Compliant Payroll Processing
What We Offer:
- Full-service payroll processing
- Payroll tax filing and compliance
- Direct deposit setup
- New hire reporting
- W-2 and 1099 preparation
- Wage garnishment processing
- Time tracking integration
- Multi-state payroll support
Who It’s For: Businesses of all sizes with employees
Payroll Processing
Our full-service payroll processing handles everything from calculating wages and overtime to managing deductions and benefits. We process unlimited pay runs on your schedule, ensuring accurate and timely payments while managing new hires, terminations, and rate changes.
Direct Deposit Setup
We set up and manage direct deposit for all employees, coordinating with banks to ensure funds are deposited on payday. Employees access pay stubs through a secure portal while you maintain complete visibility—saving time and improving satisfaction.
Wage Garnishment Processing
We handle all court-ordered withholdings including child support, tax levies, and creditor garnishments. We calculate correct amounts, ensure timely remittance, and maintain compliance records—protecting you from penalties and legal complications.
