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At Balance Point Tax & Accounting, located in Redmond and Bend, Oregon, we specialize in delivering customized QuickBooks services specifically crafted to meet the unique financial challenges faced by contractors, doctors, and licensed professionals. Whether you are a general contractor managing multiple projects, a cardiologist balancing patient billing and overhead, or a real estate agent tracking commissions, we tailor QuickBooks setup, training, and ongoing support to fit your industry and business growth goals.
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Together
Since 2011, we have been proud to serve small business owners and professionals throughout Oregon and beyond, offering comprehensive financial services including full QuickBooks support. Our experienced team works with a broad client base, from roofing contractors and pediatricians to insurance agents and chiropractors providing personalized assistance either locally or remotely statewide.
We do more than just set up software, we provide the training, tools, and ongoing guidance you need to run QuickBooks with confidence, ensuring your records are accurate, compliant, and ready for growth.
We help small businesses simplify financial management with expert QuickBooks setup, custom chart of accounts, payroll integration, tax-ready reporting, and ongoing support that makes bookkeeping effortless and efficient.
Start your QuickBooks journey on the right foot with professional setup tailored for your business type. We customize your software configuration, chart of accounts, and settings to reflect your industry-specific requirements, whether you’re managing materials and labor costs on a construction site or handling complex billing cycles in a medical practice.
Empower yourself and your team with comprehensive, hands-on training designed to help you master QuickBooks features critical to your business. Learn to efficiently manage invoicing, expense tracking, payroll, and financial reporting. We offer customized sessions for contractors, doctors, architects, and other licensed professionals, ensuring you use QuickBooks confidently to support growth.
Keep your books accurate and up to date with ongoing bookkeeping assistance. We help track income, expenses, and cash flow so you can focus on running your business or practice. Whether it’s managing project costs for a remodeling contractor or tracking office expenses for an orthopedic surgeon’s clinic, our support ensures your financial records are clean and reliable.
Simplify your payroll with seamless QuickBooks integration. We assist with setup, tax withholdings, direct deposits, and compliance, so your employees from construction crews to medical office staff are paid on time and accurately.
Make tax season stress-free with QuickBooks optimized for producing clean, accurate reports. Our experts tailor reporting to your industry’s needs, helping lawyers, financial advisors, and contractors meet IRS requirements while identifying growth opportunities through clear financial insights.
Experiencing issues with your QuickBooks file? We offer professional cleanup, error correction, and troubleshooting to keep your system running smoothly, whether you’re a flooring contractor juggling multiple projects or a pulmonologist managing a busy practice.
Based in Oregon, Serving Contractors, Medical Professionals, and Licensed Professionals Statewide and Beyond
Our accountants provide dependable QuickBooks support that grows with your business. Whether you’re a startup contractor just beginning or a medical practice expanding your services, we offer the full range of QuickBooks solutions to keep your financials organized and compliant.
Our QuickBooks Services include:
FREQUENTLY ASKED QUESTIONS
Have questions about accounting services in Oregon? Here are answers to some of the most common questions to help you understand how our expertise can support your business.
QuickBooks simplifies financial management by combining bookkeeping, invoicing, payroll, and reporting in one user-friendly platform. It helps contractors, doctors, and licensed professionals track income, manage expenses, stay tax compliant, and make informed financial decisions with ease.
While QuickBooks is designed to be accessible, professional setup ensures your system is customized to your specific business needs. An expert can help you avoid costly errors, maximize features, and maintain accurate reporting—whether you’re running a busy pediatric clinic or a contracting business with multiple crews.
Yes, QuickBooks is cloud-based and fully supported remotely. Our team can assist with setup, training, troubleshooting, and reporting from anywhere in Oregon—or across the country—using secure, cloud-based technology.
Book a No-Cost Strategy Call Today
We aren’t just about the numbers; we’re about your business story. We go beyond traditional accounting to truly partner with you in maximizing your success.
what OUR CLIENTS say about us
“I’ve used her services for the past 4 years. She has always been super responsive, competent and friendly and accessible. I have had over a dozen years working in the tax and accounting world and appreciate the expertise and professionalism that I find at Balance Point Tax & Accounting!”
Gail Leopold,
“Balance Point has far exceeded my expectations, and has executed at a level of proficiency and professionalism that is exceedingly hard to find. The entire team is incredibly communicative, well-informed, and more importantly – dedicated to helping you and your business succeed. I highly recommend working with Marilyn and the entire Balance Point team. They are fantastic!”
Dr. Primley,
“They are super friendly, accommodating, and responsive, and prices are very reasonable. I had just opened my own small business this year and wasn’t sure how to do my taxes but all my questions were answered in a timely and knowledgeable fashion. I highly recommend Balance Point for your tax and accounting needs!”
Jack M. Bend,
From Portland and Hillsboro to Eugene, Salem, and Bend, Balance Point Tax & Accounting delivers expert QuickBooks support designed to help contractors, doctors, and licensed professionals succeed.
Whether you need training for your electrical contracting firm in Beaverton, payroll integration for your dermatology practice in Medford, or bookkeeping cleanup for your law office in Gresham, we provide reliable solutions that simplify your financial management and support your growth.
Focus on Growth and Let Us Handle Your
