Bookkeeping • Accounting • Payroll

Accounting That Works With You

Bookkeeping, payroll, QuickBooks, and controller-level support for small businesses in Lockport and throughout Western New York.

You run the business. We’ll help keep the numbers in balance.

Let’s Talk Numbers Explore Our Services

Personal Practical Responsive Small Business Focused

Built for Small Business

Accounting Support

Organized books. Clear numbers. Better decisions.

Bookkeeping • Payroll
Financial Reporting • QuickBooks

Built for Small Business

Accounting Support That Fits Your Business

You don’t need a large accounting department to have reliable financial information and experienced support.

Booked & Balanced works with small businesses, entrepreneurs, property owners, and growing companies that need someone they can trust with the numbers.

Tell Us About Your Business

Property Management & Real Estate Rental, property, and real estate accounting.

Short-Term Rentals & Hospitality Airbnb, VRBO, vacation rentals, and hospitality.

Retail & E-Commerce Sales, expenses, payment platforms, and profitability.

Construction & Skilled Trades Contractors, builders, trades, and project-based businesses.

Salons & Personal Services Salons, spas, beauty professionals, and service businesses.

Automotive & Collision Repair, collision, and automotive service businesses.

Food, Events & Entertainment Restaurants, bars, event companies, DJs, and entertainment.

Professional Services Consultants, agencies, contractors, and service companies.

Start-Ups Accounting systems and processes from the beginning.

Growing Businesses Additional financial support as your needs expand.

Tools We Work With

QuickBooks Online Gusto Paychex ADP Shopify Stripe PayPal Square

Your business is personal. Your accounting should be too.

About Booked & Balanced

Hi, I’m Casey.

I’ve spent years working with businesses and their numbers, and one thing has become clear: good accounting isn’t just about making sure everything adds up. It’s about knowing what those numbers mean.

I started Booked & Balanced because I wanted small business owners to have accounting support that feels knowledgeable, responsive, practical, and personal.

I don’t want to be the accountant you only hear from when something is due. I want to understand your business, answer your questions, and become a trusted part of your team.

Personal Work with someone who actually gets to know your business.

Practical Accounting information you can actually use.

Responsive Questions shouldn’t have to wait until month-end.

Proactive Understand what’s happening now and what comes next.

How It Works

Getting Started Is Easy

No complicated process. We start by learning about your business, looking at where things stand, and figuring out how we can help.

Let’s Talk

We’ll talk about your business, what you’re currently doing, and where you need help.

We’ll Take a Look

We’ll review your current accounting setup and identify anything that needs attention.

We’ll Make a Plan

You’ll receive a clear recommendation for the support that makes sense for your business.

You Get Back to Business

Spend less time worrying about your books and more time running your business.

Ready to Get Your Numbers in Balance?

Let’s talk about your business and the accounting support you need.

Let’s Get Started

What Clients Ask About The Most

Find answers to common questions about our bookkeeping, QuickBooks, payroll, and small business accounting services.

Do you work with small businesses?

Yes. Booked & Balanced specializes in supporting small businesses and their owners with practical, personalized accounting services.

Do you work with businesses outside of your local area?

Yes. Many accounting services can be handled remotely, allowing us to work with businesses beyond our local area.

Do you work with QuickBooks Online?

Yes. QuickBooks Online is one of the primary accounting platforms we support.

Can you clean up my existing books?

Absolutely. We regularly help businesses get caught up, correct errors, reconcile accounts, and establish better accounting practices going forward.

Do you provide payroll services?

Yes. We provide payroll processing and payroll support, including payroll transitions and setup.