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BOOKS IN BALANCE
- San Rafael, CA
About this business
Books In Balance has the support of a specialized staff of professional bookkeepers who attend to the needs of our clients. Each has a specialty core of experience that cover a wide range of focus to help our clients navigate the entire process of their business and personal goals. When you work with one of our bookkeepers, expect to form a deep bond and know that you’re going to be treated like family.
Location details
4040 Civic Center Drive, Suite 200, San Rafael, CA, 94903, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
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.
When my bookkeeper of many years became ill and had to quit, I was desperate to find a replacement to sort out my tax information. By research and luck, I came across a firm called Books In Balance. I took advantage of their free consultation offer and was struck by their helpful attitude and understanding of what I needed. The owner and man in charge, Brandon Dante, was personable and professional. Within days he assigned a member of his team and an assistant to focus on my account. Both were a pleasure to work with. ... read more
In the beginning they took the entire back end of the office and reworked everything from overseeing a server installation, added new accounting software, and other resources for better management. I got a bundle of services where they do all the bookkeeping and taxes for the company and personally. We’ve since added financial management and portfolio oversight. I would highly recommend Books In Balance to anyone wanting expert help. I couldn’t be happier with the total package of services they provide.
My books were in need of a complete makeover 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 knowledgeable and skilled in the small business arena. I only have two thumbs, so Ill put them both up in the air for Brandon and Books in Balance. Give him a call, you wont be sorry.
I was in a real bind. I had just opened my new automotive repair business in Greenbrae and I found myself in a situation where I needed some business consultation fast. Our current accounting system was lacking and the procedures that existed in place were not working. I asked Books In Balance to come in and see if they could help me get running smoothly. This turned out to be a long process because I knew before I called them, I needed a whole lot of help. Well, to make a very long story short, Books In Balance was great! T... read more
Frequently asked questions about BOOKS IN BALANCE
How is BOOKS IN BALANCE rated?
BOOKS IN BALANCE has a 5 star rating with 8 reviews.
When is BOOKS IN BALANCE open?
BOOKS IN BALANCE is open now. It will close at 5:00 p.m.