(415) 455-9455

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.

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Our Services

Wealth Management

Wealth Management

Tax Planning & Advising

Tax Planning & Advising

Accounting & Bookkeeping

Accounting & Bookkeeping

Tax Preparation

Tax Preparation

Quickbooks

Quickbooks

Startups

Startups

Restaurant Solutions

Restaurant Solutions

Payroll

Payroll

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.

Schedule A FREE Consultation

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
Reviewing analytics of the current market

Tax Planning & Advising

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.

A tax expert reviewing a financial analysis of the past year
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.

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
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Startups

Holistic Planning for New Businesses or Restructuring

What we do for clients is holistic business planning. We begin with a comprehensive approach that takes into account all aspects of the business, including its mission, goals, strategies, resources, capabilities, and markets. It is this approach that examines the overall big picture, not just the present situation that brought you to us to begin with.

Restaurant Solutions

Operations, Bookkeeping, Payroll and Taxes

We provide your back-office solution options that are typically less costly than a full-time bookkeeper and accountant while providing your restaurant management team with key metrics from which to operate the business. All Cloud-Based 24/7 Access ready for you.

Reviewing analytics of the current market
Payroll Services

Payroll

The Key To Winning In Any Economy

Leading security methods to keep you and your employee safe. US-based customer support. Online access to view paystubs, benefits, etc. We have the tools and resources to help you stay compliant with labor laws.