Books In Balance is a business that provides expert financial and bookkeeping services through a highly experienced team with over 100 years of combined knowledge in various disciplines, including accounting, taxation, bookkeeping, e-commerce, key metrics, managerial, investments, marketing, and research. The team’s strength lies in their experience, formal training, and licensing, enabling them to deliver services that no single bookkeeper can match at a cost usually lower than hiring a full-time employee. The company offers a comprehensive range of services, such as bookkeeping, tax preparation, financial management, and portfolio oversight. They are known for their responsiveness, professionalism, and ability to handle complex financial situations. Clients have appreciated their helpful attitude, clear communication, and personalized approach, which helps clients feel confident and informed about their finances. Many clients have turned to Books In Balance during times of need, such as replacing ill bookkeepers or managing new financial challenges like corporate stock issues or tax filings for married couples. The team’s efficient handling of their accounts and their willingness to rework and streamline processes have resulted in timely filings and peace of mind. Overall, Books In Balance is highly recommended for their expertise, friendly service, and ability to provide a total package of financial services tailored to small businesses and individuals. Their professionalism and dedication make them a trusted partner in achieving financial goals.
Brandon is very knowledgeable and skilled. He stays up to date with new state and federal tax regulations and works to provide his clients with the best tax package possible. I appreciate his dedication to each and every client, the majority of whom stay with him year after year.
May 2023
Books in Balance were local, responsive, and have reasonable rates. They have been great so far! I will update this review once we have worked together more.
January 2022
Brandon did a wonderful job on my husband's and my taxes for years. He understood the intricacies of stock options and retirement plans, and he helped us to avoid certaintaxes with advice during the calendar year, as well. His office is Covid-safe, professional and friendly. We highly recommend Books in Balance!
