CPA Benefits

One of our main goals at Balance Point is to create a seamless relationship between you and your clients’ payroll data.

Our extensive payroll experience has taught us that referrals are earned through establishing credibility and delivering on our promises. It’s our intention to become an extension of your firm and provide you and your clients the best customer service in the industry.

Why work with Balance Point?

• Proof of Federal Tax Payments on the Balance Point Federal Tax Confirmation Report each pay period or by accessing the EFTPS site.
• Access and view your clients’ payroll records from your office or home computer. Generate reports for any desired date range, including fiscally.
• Balance Point never purges your clients’ data, allowing you instant access to historical data not typically available with other vendors.
• Interface with the most popular accounting packages to help streamline General Ledger posting and check reconciliation, including QuickBooks, Peachtree, Mas 90, Great Plains and many more.
• Virtual Mail Room is the latest offering by Balance Point that can automatically email you and/or your staff accountants your clients’ payroll reports, as well as their quarterly and year end tax returns moments after they process.
• We send your clients a CD which contains the entire years payroll records: Pay Period, Quarterlies, Year-End and W-2s.
• Your clients and staff will always work with a qualified and experienced payroll professional.
• Balance Point is a SAS 70 Type 2 audited and compliant company.
• Complete audits back to January to guarantee Quarter End and Year End accuracy.