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.

A quickbooks pro reviewing multiple windows floating around her in a circle

Our Services

wealth management

Wealth Management

capital management

Capital Management

Personal and Business Tax Prep

File Your Taxes

tax prep

Tax Preparation & Planning

bookkeeping

Accounting & Bookkeeping

Quickbooks

Quickbooks

Our Services

wealth management

Wealth Management

capital management

Capital Management

Personal and Business Tax Prep

File Your Taxes

tax prep

Tax Preparation & Planning

bookkeeping

Accounting & Bookkeeping

Quickbooks

Quickbooks

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. 

A Books in Balance client relaxed and stress-free
Tax advisors creating a strategy

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. 

Capital Management

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.

Reviewing analytics of the current market

"For the second year in a row Brandon was my hero! I have so many unusual circumstances and he didn't even flinch.

My small business will finally be up and running soon, I know Brandon will be the perfect one to see me through it!"

Cynthia C.

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.

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.

A tax expert reviewing a financial analysis of the past year
A bookkeeping client floating with documents and icons floating around them

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.

Becoming A Quickbooks Pro
Innovation _Flatline

Marin’s Choice

Small Business and
Personal Bookkeeping

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.