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Books In Balance

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20 reviews
+1 (415) 455-9455
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A+ Accredited Business
A+ Accredited Business
Myself and our previous office manager and client liaison.
Myself and our previous office manager and client liaison.
Bookkeeping magic
Bookkeeping magic
We offer a wide range of services to help both individual and small business.
We offer a wide range of services to help both individual and small business.
Through our associated partners, we can offer you many options under one roof. All of our work in done in-house and in the U...
Through our associated partners, we can offer you many options under one roof. All of our work in done in-house and in the U...
4040 Civic Center Dr Ste 200
San Rafael, CA 94903
+1 (415) 455-9455
http://www.booksinbalance.com

Books In Balance is a professional accounting firm based in San Rafael, CA, specializing in providing bookkeeping and financial management services to small businesses and individuals.

With a focus on accuracy and efficiency, Books In Balance helps clients maintain organized financial records and make informed decisions to support their financial goals.

Generated from their business information

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Reviews

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4.520 reviews
Photo of Brenda S.
Brenda S.
6/26/2024

Brandon was so helpful and generous with his advice. He explained my financial situation and options in detail. He was very efficient and knowledgeable with his answers. Looks like I have a new...

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Helene R.
11/19/2023

f you are looking for a team to straighten out your books, you've come to the right place. My bookkeeper of many years had to quit due to a serious illness. I was desperate to find someone to do...

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Photo of Brian S.
Brian S.
10/21/2022

My wife and I just got married last year, and between filing jointly for the first time, dealing with corporate stock issues, and understanding our new withholdings, we were feeling pretty...

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Photo of Anita B.
Anita B.
1/22/2022

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...

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Photo of Lynn K.
Lynn K.
10/14/2022

My books were a disaster and I had no idea where to begin until I reached out to Books in Balance. After I contacted Brandon, I soon learned that I was in good hands. He and his team are very...

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Billing and bookkeeping service, Accounting services, except auditing, Auditing services

Books in Balance

Books In Balance is a trusted financial advisory firm in San Rafael, CA, offering a comprehensive range of services including wealth management, tax planning, accounting, bookkeeping, tax preparation, QuickBooks training, and startup and restaurant solutions. With a holistic approach, their team of experts helps clients achieve their financial goals and plan for the future, providing personalized solutions tailored to individual and business needs. From managing personal wealth to strategic capital management, Books In Balance ensures clients have the right tools and strategies in place to navigate any economic climate. They also offer professional bookkeeping services, taking the stress out of financial record-keeping, and provide proactive tax advisory services to maximize tax savings. With their expertise in QuickBooks, they help clients optimize their accounting processes and generate accurate financial reports. Whether it's for startups or established businesses, Books In Balance offers holistic planning solutions to drive success and growth. Generated from the website
Centro de Avance Hispano
Business services, nec, nec, Services, nec, nec, Accounting services, except auditing

Centro de Avance Hispano

1
•
$
"Do not use, overcharged to fix a freezer, and within 3 weeks it's not working. 2nd visit worked for few months, then kaput. Paid full both times."
photo of Obi W.
Obi W.
Taxes 'n Books
Accounting services, except auditing, Auditing services, Business services, nec, nec

Taxes 'n Books

10
"ABSOLUTELY FANTASTI! I went in to the office without an appointment, "my tail between my legs" feeling defeated and overwhelmed. I had 3 years of back taxes. I'm a small business owner and I..."
photo of Mathieu S.
Mathieu S.
United States›California›San Rafael›Books In Balance

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