Alan Guillaudeu CPA, PC

At Balcerzak Financial Services, we pride ourselves on being a trusted advisor to our clients. With over 35 years of combined experience in small business accounting and tax services, we have established a reputation for providing exceptional service, expertise, and personalized attention to our clients. Our mission is to maximize the profits of your business by providing timely, accurate financial information and sound, pertinent management advice. Additionally, we strive to minimize the tax burden on your profits by providing thorough, leading-edge tax advice and planning.

Our Values

At Balcerzak Financial Services, we believe that our values are the foundation of our success. We adhere to the following core values: confidentiality, honesty, quality, and responsiveness.

• Confidentiality: We recognize the importance of safeguarding your personal and financial data, and we commit to protecting and respecting your privacy.
• Honesty: We believe in being truthful and transparent in our dealings with clients, even when the news may not be what they want to hear.
• Quality: We continually educate our team to ensure that we remain knowledgeable on all relevant financial and tax topics. We also recognize the need to bring in outside experts when necessary.
• Responsiveness: We value your time and understand that time is a scarce resource. We strive to respond promptly to all inquiries and provide timely responses to your needs.

Our Team

Our team consists of experienced professionals who are dedicated to providing exceptional service to our clients. Our team leaders include Ed Balcerzak, CPA, CMA, MBA, who has over 35 years of financial and operational experience in corporate America. Ed holds his CPA in CO and NY and also holds his CMA. He is an adjunct professor at Denver University and Red Rocks Community College, teaching individual taxation and financial accounting.

Our Services

At Balcerzak Financial Services, we provide a range of services to support the needs of our small business clients. These services include:

• Accounting Services: We provide small business accounting services, including financial statement preparation, budgeting, and cash flow management.
• Payroll Services: We offer various payroll solutions to support your employee payroll needs, ensuring timely and accurate payment of your employees.
• QuickBooks Setup and Support: We set up and provide support for QuickBooks, a popular accounting software, to help you manage your finances efficiently.

Our Clients

We serve a wide and diverse range of small businesses across various industries, including auto dealers, coffee shops, golf courses, architectural firms, and more. We also provide personal tax services to individuals with annual incomes ranging from $50K to $2M.