Balanced Books

Balanced Books, LLP is a premier bookkeeping and accounting firm dedicated to serving small businesses in California's Central Valley. Founded and operated by a Certified Public Accountant (CPA), our firm offers a full range of bookkeeping and accounting services tailored to meet the unique needs of our clients. We pride ourselves on the accuracy, completeness, and balance of our clients' financial transactions, thereby giving them the freedom to focus on their core business activities.

Bookkeeping and Accounting Services

At Balanced Books, LLP, we understand the critical role that bookkeeping and accounting play in managing a successful business. That's why we offer a range of services that enable our clients to streamline their current accounting processes and identify opportunities for improvement. Our bookkeeping and accounting services include:

• Accounts Payable: We manage and record all of our clients' accounts payable, ensuring that they stay on top of their bills and avoid late payment penalties.
• Accounts Receivable: We manage and record all of our clients' accounts receivable, ensuring that they receive payments promptly and maintain positive cash flow.
• Payroll: We handle all aspects of our clients' payroll, from computing wages and benefits to filing necessary taxes and reports.
• Cash Management Services: We help our clients manage their cash flow effectively, providing them with the tools and solutions they need to make informed financial decisions.

Control Procedures and Financial Reporting

At Balanced Books, LLP, we understand the importance of strong control procedures and transparent financial reporting. That's why we offer a range of services that help our clients manage their financial risks and make informed business decisions. Our control procedures and financial reporting services include:

• Financial Reporting: We provide our clients with accurate and timely financial reports that give them a clear picture of their financial health.
• Management Tools: We provide our clients with fundamental management tools that help them track and analyze their financial performance.
• Process Improvements: We help our clients improve their accounting processes, ensuring that their financial information is up-to-date and accurate.
• Software Support: We support our clients in the use of accounting software, providing them with the training and resources they need to use it effectively.

Our Team

At Balanced Books, LLP, we have a talented and dedicated team of professionals who are committed to helping our clients succeed. Our team includes:

• Crystal Stapleton, CPA: Crystal has over 24 years of experience in the accounting profession and is a QuickBooks ProAdvisor and QuickBooks certified. She has successfully saved companies over one million dollars by redesigning and implementing new business processes.
• Chelsie: Chelsie has over 12 years of experience in customer service and is recognized for her upbeat communication style and her enthusiasm for learning and growing in her career.
• Karen: Karen enjoys working in the agricultural accounting world and has over 12 years of experience in the field. She is dedicated to excellence, efficiency, and organization in her work.
• Amanda Greener, Senior Bookkeeper: Amanda has over 14 years of experience in the bookkeeping profession and is recognized for her attention to detail and her commitment to providing excellent service.
• Jennifer: Jennifer has over 5 years of experience in customer service and is regarded for her positive attitude and her eagerness to learn new skills.
• Delia: Delia has over 27 years of experience in customer service and management in a retail environment. She is known for her focus on polishing and perfecting any task.

At Balanced Books, LLP, we are committed to providing our clients with the highest level of service and support. We offer a FREE 30-minute consultation to new clients who mention seeing this offer on our website. Contact us today to learn more about how we can help you achieve bookkeeping freedom!