When your books are balanced
You Perform At Your Best
Seeking out a professional bookkeeping firm to handle your small business financials tells us something about you: You know your clients and customers are best served when you operate in your zone of genius.
Things are at their best when you are putting your time and energy into the passions that inspired you to take a risk and play full out bringing your business into being.
We Also Know You Didn’t Start Your Business Because You Love Bookkeeping
That’s Where We Come In.
Books In Balance started in 1999 with a passion to bring the best bookkeeping services to successful, Bay Area small business owners.
Our mission is to treat every client like our best client and to never lose sight of the person behind the ledger.
You Deserve Customized, Cost Effective Bookkeeping Solutions
Your business is as individual as you are and that’s why we simply won’t do cookie-cutter service packages.
We create comprehensive, cost-effective plans designed to unleash the money-making potential of your business. You get exactly what the big firms offer like expert bookkeeping and accounting services, financial reports and analysis, and tax preparation and planning with the 1:1 attention only a small firm can provide.
Going beyond the financials
We go beyond the financials to help you fine-tune your operations with lower overhead costs and fewer staffing headaches. Plus, we’re focused on getting you back to what you do best now that you can be confident your books are well-handled.
Everything we do is designed to bring you balance. In your books and in your life.
Bottom line? We’re way more than just your typical number crunchers.
Books In Balance has the support of a specialized staff of professional bookkeepers who attend to the needs of our clients. Each has a specialty core of experience that cover a wide range of focus to help our clients navigate the entire process of their business and personal goals. When you work with one of our bookkeepers, expect to form a deep bond and know that you’re going to be treated like family.
About the Principal
Brandon M. Dante, is a well-seasoned accountant and heads up the team with over 25 years of senior accounting experience. He holds an Accounting degree with a Minor in Business Administration. He maintains several certifications and holds industry related licenses in tax preparation. When Brandon isn’t in the office, you’ll find this avid dog and animal lover supporting various Bay Area - and beyond - animal charities.
Our Affiliate Team
Books In Balance provides a one stop approach in giving our clients a network of affiliate relationships we have fostered over the years to enhance the in-house services we offer – should the need arise.
Our affiliate teams range in expertise as Former IRS agents, Certified Public Accountants, Lawyers, and Tax Specialists (both Foreign & Domestic), just to name a few. We have the resources to surmount most any situation in helping our clients achieve their objectives.
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.