Achieving Balance in Your Financial Life
Has Never Been Easier
As a valued and trusted partner to our clients, Books In Balance can review every aspect of your financial life to develop personalized solutions that work for you, your family, and your business today and help you plan for tomorrow.
We take a holistic approach to improve your current financial position in attaining your highest goals and achieving what's most important to you.
North Bay’s Best Tax Advisor Firm
Contact us for a FREE one-hour consultation where you can share your questions about your individual or business financial and tax needs in utmost confidence.
Wealth Management Services
To Meet Your Money Goals
We’ve gathered the Bay Area’s leading experts in estate, retirement, and tax planning to offer you a holistic approach to saving, investing, and growing your personal wealth.
When you have the right team to help you balance your risk tolerance with your financial goals you can confidently start saving for college, a comfortable retirement, or any of your other big dreams and plans.
There’s More to Taxes
Than Filing Your Tax Returns
We know business owners and high net worth individuals need to do more when it comes to taxes than just filing accurate returns every year. You need a solid tax strategy that benefits you and your family today – and for generations to come.
That’s why we offer our tax advisory services as part of our customized wealth management solutions. You get a proactive plan that’s been thoroughly researched to find all your tax savings opportunities.
You’ll have a team of expert CPAs, licensed advisors, and dedicated strategists who go beyond basic compliance to minimize your tax consequences while maximizing your after-tax income.
The Key to Winning in Any Economy
Strategic capital management isn’t just for uncertain times, it’s for any time.
Smart business leaders know you gain the competitive edge when you protect liquidity, meet day-to-day operational cash flow demands, and do it all without having to take on unnecessary financial risk.
Our experienced capital management team analyzes your assets and liabilities and then builds a plan to bring it all into balance.
Hand Off The Stress
Let Us Manage Your Books
Concerned your books might be a mess and you aren’t sure what to do first? That’s where we come in. Our team is delighted to dig in and take your box of wrinkled receipts or neglected chart of accounts and turn it into a masterpiece that gives you back your peace of mind.
You didn’t get into business to be a bookkeeper and trying to keep pace with constantly changing rules and regulations isn’t on your daily to do list. We handle that so you don’t have to. We also have a suite of virtual services that can improve day to day operations without staffing headaches so you can get back to what you do best.
Small Business and Personal Tax Preparation Help
You May Never Love Tax Time,
But We Can Make It A Whole Lot Better
Our personal and business tax preparation services make sure you’re covered and compliant with every taxing authority from the Franchise Tax Board to the IRS. No more worrying about getting one of those nerve-wracking letters or losing out on deductions you deserve. Whether you’re a C Corp, S Corp, LLC, partnership, or sole proprietorship, our tax team takes control all year long so tax time is relax time for you.
QuickBooks Is Great, If You Know How To Use It
We’re QuickBooks Pros And
We Can Help You Be One Too!
Using an online accounting software but still have questions? We can get your data going to the right place and make certain your records are accurate. Our certified QuickBooks Pro Advisor will help you with mastering your chart of accounts and generating (and reading) your key financial reports with confidence. We’ve got some QuickBooks tricks up our sleeve and we’re happy to share them.
Small Business and
Located in the Chase Building on 4th Street in Downtown San Rafael, and with plenty of convenient parking, Books In Balance is the full-service boutique accounting firm you’ve been looking for.
Let us get you back to doing what you do best. That way, we all get to do what we love.
And that’s a win-win.
We go beyond Wealth Management & accounting
We proudly provide all the in-person and virtual services you need to take your business and your life to the next level without stress, overwhelm, or outlandish fees.