balanced Books bookkeeping & consulting
Numbers You Can Trust, Partners You Can Count On
Where Accuracy, Reliability and Relationships Are Perfectly Balanced
Leave The Numbers To Us!
While You Focus On What's Important - Your Business
Who We Serve
Tailored solutions for various industries
At Balanced Books, we understand that each business has unique financial needs and challenges.
That’s why we specialize in providing tailored bookkeeping and consulting services to a diverse range of industries.
From franchise owners juggling multiple locations to dentists focused on patient care, medical practitioners ensuring regulatory compliance, and service-based businesses managing complex projects, our expertise spans a broad spectrum. Our dedicated team of professionals is committed to delivering accuracy, reliability, and personalized solutions, allowing you to focus on growing your business.
Bookkeeping
for Franchises
Effortlessly manage your franchise’s finances with our customized bookkeeping, designed to ensure consistency across all your locations.
Bookkeeping
for Dentists
Keep your practice thriving with our specialized bookkeeping, ensuring precise financial management so you can focus on perfecting smiles.
Bookkeeping
for Doctors
Optimize your medical practice’s finances with our comprehensive bookkeeping, giving you the clarity to focus on patient care.
Bookkeeping for Service-Based Businesses
Empower your business with custom bookkeeping, designed to streamline financial management and success.
Who we are
Your Financial Partners
in Success
At Balanced Books, we simplify financial management for service industry and franchise owners, freeing you to focus on growth. Our precise bookkeeping services lift the burden of financial tasks, while our customer-centric approach ensures clarity and responsiveness.
With a foundation built on integrity, transparency, and professionalism, we create long-term partnerships rooted in trust. Our collaborative team shares knowledge and drives innovation for your financial success. Whether you run a small service-based business or a franchise, we have the expertise and experience to support your unique needs.
What We Do
Comprehensive financial services for your business
We offer a wide array of services designed to address all your financial management needs. Whether you’re looking for meticulous bookkeeping, expert QuickBooks assistance, or strategic consulting, we have the expertise to help your business thrive. Explore our tailored solutions to see how we can support your financial success and streamline your business operations.
Accounting & Bookkeeping
Providing comprehensive bookkeeping services tailored to suit your specific financial needs, ensuring your records are meticulously organized, up-to-date, and compliant with regulations.
QuickBooks Solutions
Providing comprehensive services including initial setup, personalized training sessions, and continuous support for QuickBooks Online to ensure seamless integration and optimized usage.
Consulting Services
Tailored consulting services are available to assist your business in enhancing processes, optimizing efficiency, and fostering growth.
Benefits of Outsourcing Your Bookkeeping
Maximize efficiency and focus on your core business.
Outsourcing your bookkeeping to Balanced Books brings numerous advantages that go beyond just keeping your financial records in order. By partnering with us, you gain access to a team of cross-trained professionals who ensure seamless continuity and eliminate the hassle of rehiring and retraining.
Our services save you time and resources, allowing you to focus on what truly matters—growing your business.
With our commitment to accuracy and compliance, you can trust that your financial records are in expert hands. Additionally, our specialized insights provide you with the valuable knowledge needed to make informed financial decisions and achieve long-term success.
Save time
& resources
Focus on your core business activities and let us take care of the financial aspects by handling your books. With our expertise in bookkeeping and financial management, you can dedicate your time to achieving your goals.
Ensure accuracy
& compliance
Our dedicated team of professionals takes great care in reviewing your financial records. This guarantees accuracy and precision, ensuring full compliance with all pertinent regulations and standards in the financial industry.
Gain expert
insights
Leverage our team’s experience and expertise to empower yourself with the knowledge required for making financial decisions. You can confidently navigate all your financial choices and achieve your long-term financial aspirations.
Frequently
Asked Questions
Answers to common questions about our services
We understand that navigating the complexities of financial management can raise many questions. To help you get the answers you need quickly, we’ve compiled a list of frequently asked questions. Whether you’re curious about our services, processes, or what sets us apart, our FAQs are designed to provide clear and concise information for your convenience.
Bookkeeping is the process of recording and managing your business’s financial transactions. It’s essential because accurate records help you track income, expenses, and cash flow, which are critical for making informed business decisions and ensuring tax compliance.
We offer a wide range of services tailored to meet your needs, including expert bookkeeping services, tailored QuickBooks solutions, full-service payroll processing, and professional consulting services to help you make more informed business decisions.
Outsourcing can save you valuable time by delegating tasks to external experts. This approach not only ensures precision in the work but also opens the door to benefit from their expert insights and specialized knowledge, ultimately enhancing the overall quality and efficiency of your operations.
We offer bookkeeping services for a wide range of businesses, including franchises, dental and medical offices, service-based businesses, and other small to medium-sized enterprises across various industries.
Getting started with our bookkeeping services is easy! Here’s how it works:
- Initial Consultation: Contact us to schedule a free consultation where we’ll discuss your business needs, challenges, and goals. This helps us understand how we can best support you.
- Customized Game Plan: After our consultation, we’ll prepare a customized Game Plan outlining the services we recommend, pricing, and a plan tailored to your business.
- Set Up & Onboarding: Once you approve the Game Plan and sign our engagement letter, we’ll begin the onboarding process, which includes setting up your bookkeeping system, connecting your accounts, and organizing your financial data.
- Get to Work: After everything is set up, we’ll begin managing your books, providing regular reports, and handling any other services you’ve selected.
- Ongoing Support: You’ll have a dedicated bookkeeper and ongoing support to ensure your finances are accurate and up-to-date, with regular check-ins to ensure we’re meeting your expectations.
Simply reach out to us via phone or use this CONTACT FORM and we’ll guide you through each step.
Absolutely! We specialize in catch-up bookkeeping services and will help bring your financial records up to date, no matter how far behind you may be.
Our fees depend on the complexity and frequency of services needed. We offer competitive pricing and customized packages based on the specific needs of your business.
Yes, we assign a dedicated bookkeeper to your account who understands your business and financial goals, ensuring continuity and personalized service.
Yes, we can handle all aspects of payroll management, including processing employee payments, handling payroll taxes, and ensuring compliance with labor regulations.
Certainly! Our team specializes in providing personalized consulting services aimed at enhancing and optimizing your business processes.
Tools for your business
Essential resources to manage your finances effectively
Explore all our useful tools designed to help your business.
What Our Clients Say
Our clients' satisfaction and success are the ultimate measures of our effectiveness.
Anna Eshoo2020-07-08I have used Balanced Books for my yoga studio for the past 5+ years! Everyone is always very helpful! Each time I walk in, I am always greeted by a friendly and warm face. They take wonderful care of their clients and I highly recommend them to anyone in need of their services. I can count on them for a quick response to any help I might need.Alta Fernandes2020-06-10Balanced Books should be considered "essential" to businesses big and small. We are excellent "jewelers" - NOT "book keepers" ...and they let us focus on doing what we do best - while they focus on what they do best. CAN we do our books? Sure. SHOULD we? WHY - when we can rely on Balanced books to do all of our financials. From daily banking, to sales tax, paying vendors, checking and double checking to make sure we are ready for year end reporting, and SO much more. We consider Balanced Books "essential" to our business. I highly recommend them.Nathan D2020-06-02Crystal and her team have been great to deal with, they have been handling my Agency books for 7+ years. I can't be happier. Karen is always available to help with payroll and making sure my books are always clean. They have really gone above and beyond during this COVID 19 with all the PPP stuff and getting the reports needed to file to us quickly. They have always been on top of explaining new policy's as they keep changing. Thank you again Crystal and team.Sue Micheletti2020-06-01I couldn't be more pleased with the transition of our accounting services for the Turlock Chamber of Commerce to Balanced Books. What an amazing group of professionals. Helpful, courteous, patient, knowledgeable, hardworking. And that's just a start. We transition during a very challenging time in the business world, and it has been seamless for me. My sincere appreciation to Crystal and her entire team at Balanced Books!Adrian Harrell2020-05-04Balanced Books is a partner and a great resource to have. Balanced Books has been managing our payroll for several years. The professional individuals such as Crystal Stapleton and Karen Chance are knowledgeable and provide instrumental services so I don't have to worry about running payroll and paying the respective state and federal agencies. Being a Certified Public Accountants (CPA) and knowing HR laws allows the company to provide invaluable information in time of need. Being tech savvy, Karen is able to log into our system and enter payroll data remotely. This is a huge cost saving for a small business in making certain all the information is up to date, correct and relevant. During the cornonavirus pandemic, Balanced Books was there very step of the way to provide information as things changed, almost on the daily basis. Crystal was one of the first people to send out emails with lists of resources for small business clients to review and take advantage of. Balanced Books is certainly a partner that no small business owner should be without. They provide expertise in book keeping, payroll, etc, so I can concentrate on running my business.jcgarvey19932019-04-03Crystal and her team are awesome! They have helped me with little things that could have turned into big problems. Thank you for being awesome balanced books!Karissa Lucca (Kris)2018-09-17These gals are amazing! They keep my books clean on a quarterly basis and is very consistent in their work. Highly recommend!Matthew Davis2016-10-05We've referred a couple clients to Crystal and her team and each and every one of our referrals have been handled with the utmost professionalism and sense of urgency regardless of their size or billable size.
Join Our Team
We're hiring Bookkeepers
- High school diploma or GED
- At least one year of prior customer service experience
- Knowledge of MS Word, Excel, PowerPoint, and Outlook
- Proficiency with 10 key calculators.
- Must be able to pass employer given QuickBooks quiz.
Insights
Bookkeeping and accounting news
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