Monthly bookkeeping
Reliable books, reconciled accounts, and reports that help you understand where your business stands.
Formerly Sheila Hinson Tax Preparation
Serving businesses nationwide
Books balanced. Business moving.
Clarity for the business you’re building.
Bookkeeping, business tax preparation, QuickBooks guidance, and access to payroll software—all from one year-round team.
Secure client workflow QuickBooks Online certified Available year-round
Your financial back office
Connected, current, ready.
Monthly books
One team. One coordinated view.
Payroll software
One team. One coordinated view.
Tax preparation
One team. One coordinated view.
Practical guidance—not just reports.
What we do
A stronger back office, without building one yourself.
Choose the support your business needs now, with room to grow as your workload and reporting needs change.
Payroll software
Access to payroll software with automated tax payments and reporting. BalancePoint does not process or manage payroll for you.
Business tax preparation
Year-round tax guidance and preparation for partnerships, S corporations, and small businesses.
QuickBooks guidance
QuickBooks Online setup, support, and consultation from a team that works in the books every day.
Monthly bookkeeping
Clear packages. Customized fit.
Bookkeeping packages provide a predictable starting point. Payroll software access, setup, accounts receivable, and specialized work are scoped separately.
Silver
A dependable bookkeeping foundation.
$450per month
- Up to 3 connected bank or credit card accounts
- Wholesale software pricing available
- Self-service reports; first requested report included
- Year-end review available
Gold
More reporting and hands-on support.
$600per month
- Up to 5 connected bank or credit card accounts
- Unlimited reports
- One hour of QuickBooks support each month
- $200 credit toward business tax preparation
Platinum
Built for businesses needing deeper support.
$800per month
- Up to 8 connected bank or credit card accounts
- Unlimited reports and QuickBooks support
- $600 credit toward business tax preparation
- Year-end review included
Final pricing depends on transaction volume, account count, complexity, cleanup needs, and the services selected. Books that are behind or need correction are priced separately before a monthly package begins.
Client resources
Everything you need, in the right place.
Complete your client intake, request access to submit additional documents, retrieve your return, or schedule a meeting.
Book an appointment
Choose the meeting type and time that fits your needs.
View availabilityReturning Client Intake Form
Available only to existing BalancePoint clients. Sign-in is required. Complete all required forms and upload your initial tax forms and supporting documents during the client intake process.
Open returning client intake formSecure upload — by request only
After submitting your completed intake, contact our office to request secure upload access for additional documents. Access is provided only after our team approves your request.
The secure upload link is ONLY for additional documents. It must NOT be used as the primary method for submitting tax forms or documents.
Or text 806-215-3078. Requests are for access only; do not send tax documents or sensitive information by text.
Retrieve your tax return
Sign in to SmartVault to access completed returns.
Open client portalInteractive forms
Business income and expensesAssets purchasedBank informationDirect debit authorizationConsent to discloseDue diligence questionnaireHome office deductionNew LLC setup informationPartners/shareholders informationRental property tax organizerVehicle expense formW-9 informationAnimal asset trackerThird-party bank and login list
Following the client intake process is mandatory.
Anyone who uploads tax forms without a completed intake sheet will NOT be included in our tax preparation queue. Anyone who does not follow the required process will be rejected, and we will not accept their return for completion.
Email requests are for access only. Do not attach tax documents or include Social Security numbers, banking details, or other sensitive information. Submit initial documents through intake and additional documents through an approved secure upload link.
Why BalancePoint
“Good books should help you make decisions—not leave you with more questions.”
Sheila Hinson
Owner • Tax Preparer • Advisor • Bookkeeper
Experienced and accessible
A personal relationship, backed by year-round support.
Sheila brings more than 18 years of tax experience across individual and business returns, including partnerships and S corporations. BalancePoint combines that tax perspective with ongoing bookkeeping, business tax preparation, QuickBooks guidance, and access to payroll software.
Accuracy, privacy, and practical communication guide every engagement. Our services are available nationwide, with a local office in Andrews, Texas.
Security first
Secure tools for documents and completed returns.
Here all year
Support that continues beyond tax season.
Let’s talk about your business
Ready for a clearer financial picture?
Tell us what you need help with, and we’ll determine the right bookkeeping, business tax, QuickBooks, or payroll software option for your business.
Contact information
(806) 215-3078admin@balancepointbs.comClient and consultation inquiries
2229 SE 2250Andrews, TX 79714
Office hoursMon–Thu, 9:00–5:00
Fri, 9:00–1:00
Closed major holidays
Fri, 9:00–1:00
Closed major holidays
Free business tools
Accounting calculators
Quick estimates to help you plan, price, and make informed business decisions.
Estimated tax payment
Estimated payment each
$5,000.00
A planning estimate only. Actual required installments and due dates may differ.
Reverse sales tax
Pre-tax sale
$100.00
Sales tax included: $8.25
Profit margin & markup
Gross profit
$3,500.00
Margin: 35.00% · Markup: 53.85%
Business loan payment
Estimated monthly payment
$990.06
Estimated total paid: $59,403.60
These calculators provide general estimates and are not tax, legal, lending, or accounting advice. Contact BalancePoint for guidance based on your complete circumstances.