Choose One, Choose All, or Choose Any

We offer everything you would ever need in terms of bookkeeping and accounting, financial analysis, and tax preparation and planning. You can be assured of our personal service and the exceptional quality of our work. We’re bonded, certified, and licensed, and our attention to detail cannot be overemphasized. You can choose any or all of our services that you feel would reduce the burden of the time you spend on what many business owners consider to be tedious as well as off the focus of what you do best. Running your business successfully and all it takes to do that.

We can help you with your balance sheet, profit and loss, and cash flow. We can help you by providing forecasts and timely financial information, so you can track where your dollars are going to and coming from. We can even help you standardize your management procedures, so your operation will run more efficiently.

Here is an overview of our services:

  • Accounting & Bookkeeping

  • Accounting System Set-Up

  • Budgeting, Cash Forecasting and Cash Flow Analysis

  • Financial Analysis

“A++ on all levels! BOOKS IN BALANCE has been helping our business for many years now and have done just about everything, from financial planning to bookkeeping, personal and business taxes, and they do a great job of payroll & HR! They are a valued asset in our success. It would be difficult without them, and you could not ask for a more efficient and pleasant group of people to regularly work with.”

– Michela T.

“My taxes were complicated this year because of a job and a home-based business. Brandon saved me endless frustration. I wish I had started off by going to BOOKS IN BALANCE instead of the many hours I tried to figure it out myself.

– Cynthia C.

We’ll make you smile at tax time.

One of our specialties is tax preparation. Our tax clients include individual returns as well as virtually every form of small business, including sole proprietorships, partnerships, “C” and “S” corporations, non-profits, and small estates & trusts. Maybe you want us to prepare your taxes for the IRS and the Franchise Tax Board. We do that. Or maybe you just got a letter from the Franchise Tax Board and you’re shaking in your boots. We can help.

Financial services you never think you need until you need them.

In today’s ever-changing economic environment, you must adapt your business quickly to opportunities in the market as well as its expansions and contractions.

We offer a myriad of virtual support services for small and large businesses that are completely customized to meet your specific needs. Our unique services can also help you reduce your overhead by allowing you to reduce staff that would normally be assigned to these tasks. And reducing overhead is yet another way of reducing your own stress.

“I’m a newbie entrepreneur and I realized I don’t know what I don’t know. The team at BOOKS IN BALANCE was able to guide me throughout my start-up and show me along the way what I needed to run a successful business. I’m a smart guy, I thought I had pretty much covered everything. I found out in working with Brandon there is always something new this old dog can learn. I continue to use them for regular bookkeeping, tax and rely heavily on them for business consulting every quarter.”

– John C.

“After downsizing my company and moving it to Maryland, I was in no mood to change my accounting firm. I didn’t have to, thanks to the little known services offered by Books in Balance. They were able to live transition to Maryland and not lose one transaction or data update, and were able to set up a new payroll and disbursement system with new and sweeping changes in state requirements and client needs.”

– Robert C.

What else can we help you with?

  • Order Processing and Fulfillment

  • Credit Card Processing

  • Word and Excel Solutions

  • Internet Research

  • Business Presentations

  • And More

You may find our virtual support services most useful if you move your business out of Marin, out of state, or even across the country.

Our goal is to service your financial needs wherever your business takes you, so you always remain in a good financial position.

Let’s Set Up A FREE Consultation

Contact us for a FREE one-hour consultation where you can confidently share your questions about your individual or business financial and tax needs.