Our Services
BalanceWave LLC provides accounting leadership and strategic financial guidance for growing businesses. Whether you need a Fractional Controller to own your books or a CFO Advisory partner to help you make smarter decisions, we deliver Big Four rigor without the full-time overhead, so you can focus on building your business with confidence.
Tax Services
Navigating tax compliance can be challenging for startups, which is why our startup accounting services include comprehensive tax planning, preparation, and management. We help tech and SaaS companies minimize liabilities, maximize deductions, and stay fully compliant with federal and state regulations. From corporate taxes to individual filings, our team provides personalized strategies that align with your business goals. With proactive guidance and expert advice, we ensure that your startup avoids penalties, takes advantage of all available tax benefits, and maintains a strong financial foundation for sustainable growth.
Fractional Controller Services
Real accounting leadership — without the full-time overhead.
Growing businesses need more than a bookkeeper, but aren’t always ready for a full time Controller. That’s where BalanceWave comes in. As your Fractional Controller, I embed directly into your operations to own the accounting function — bringing the structure, discipline, and financial clarity that gives you confidence in your numbers.
With a foundation built at PwC and hands-on experience managing the full accounting function across multiple entities simultaneously, I deliver the institutional rigor of a Big Four background at a fraction of the cost.
What’s Included:
- Monthly bookkeeping and transaction management
- Account and bank reconciliations
- Month-end and year-end close process
- Financial statement preparation (for internal and management use)
- Chart of accounts design and cleanup
- Internal controls setup and documentation
- Payroll processing coordination
- Catch-up bookkeeping for clients behind on their records
- Accounting software setup and optimization (QuickBooks, Xero, and more)
CFO Advisory Services
Strategic financial guidance for founders who want more than reports — they
want answers.
Your financials should tell you something useful — not just what happened, but what it means and what to do next. BalanceWave’s CFO Advisory services give you a strategic financial partner who understands your business and helps you make smarter decisions with confidence.
Whether you’re preparing for a fundraise, trying to understand your cash runway, or building your first real budget, I work alongside you to bring structure and clarity to the financial side of your business.
What’s Included:
- Annual budgeting and rolling forecasts
- Cash flow monitoring, projections, and runway analysis
- Financial planning and analysis (FP&A)
- KPI development and management reporting dashboards
- Board and investor reporting packages
- Strategic financial guidance and scenario planning
- Business performance analysis and benchmarking
Government Contract Accounting
Built for founders who want real financial control.
Government contracting comes with a unique set of accounting requirements that most fractional accountants aren’t equipped to handle. With direct experience auditing defense tech companies at PwC, I bring the technical foundation needed to keep your books DCAA-ready and your contracts protected.
What’s Included:
- DCAA-compliant bookkeeping and record-keeping
- Indirect rate calculations and cost pool setup
- Cost accounting structure design and implementation
- Government contract financial reporting
Financial Planning
Your financials should tell you something useful, not just what happened, but what it means and what to do next. BalanceWave’s CFO Advisory services give you a strategic financial partner who understands your business and helps you make smarter decisions with confidence.
Whether you’re preparing for a fundraiser, trying to understand your cash runway, or building your first real budget, I work alongside you to bring structure and clarity to the financial side of your business.
Audit Defense
Facing an audit can be stressful for startups, but our tech startup accountants provide expert audit defense and IRS representation. We assist in preparing documentation, responding to inquiries, and resolving disputes with federal or state authorities. Our team ensures compliance, minimizes penalties, and guides startups through audits smoothly, giving founders peace of mind and confidence in their financial operations. We also review past financial records to identify potential issues before they escalate. Our proactive approach helps startups stay organized and avoid future complications. With BalanceWave LLC by your side, startups can focus on growth knowing their financial matters are expertly managed.
Bookkeeping Services
Accurate bookkeeping is the foundation of every successful startup. As professional tech startup accountants, we track all financial transactions, reconcile accounts, and generate detailed reports tailored for tech businesses. Our services help founders monitor cash flow, manage expenses, and identify opportunities for growth. By integrating modern accounting tools and automation, we reduce errors, save time, and provide clarity, allowing startups to focus on innovation and business expansion.
Mobile Notary Services
Our Mobile Notary Services provide a convenient and flexible solution for individuals and businesses needing documents notarized without the hassle of travel. BalanceWave LLC offers professional mobile notary support by coming directly to your location—whether at your office, home, or another agreed location. We handle a wide range of documents, including business agreements, affidavits, powers of attorney, and financial paperwork. Our service ensures accuracy, confidentiality, and compliance with notary regulations.
Tax Advisory Services
Our Tax Advisory Services go beyond basic tax preparation by providing proactive guidance to help businesses plan smarter and stay compliant year-round. BalanceWave LLC works closely with startups, entrepreneurs, and growing companies to identify tax-saving opportunities and reduce financial risks. We analyze your financial structure, business activities, and long-term goals to develop customized tax strategies that support growth. From entity selection and tax planning to regulatory guidance and compliance support, our advisory services help businesses make informed decisions while minimizing liabilities.