Your Books and Your Life
We focus on your books so you can focus on what you love doing in your life or in your business.
North Bay’s Best Bookkeeping 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.
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, or sole proprietorship, our tax team takes control all year long so tax time is relax time for you.
Work With A Trusted Advisor
Make Great Business Decisions
Need help managing overhead, controlling expenses, or increasing cash flow? You’ve come to the right place. Financial guidance and your most pressing money questions answered promptly and from the same person you’ve grown to trust.
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 bookkeeping & 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.