Business Details
Trusted Accounting & Tax Services for Small Businesses
Balcerzak Financial Services has been a trusted partner for small businesses and individuals in the Greater Denver area for over 35 years. Our team of certified professionals delivers comprehensive accounting, tax, and business advisory services, prioritizing confidentiality, honesty, and quality. We combine deep industry expertise with personalized attention to help clients maximize profits and minimize tax burdens. Our commitment to continuous education ensures clients receive accurate, up-to-date financial guidance tailored to their unique needs. With a focus on responsiveness, we aim to be an extension of our clients' management teams, providing actionable insights and strategic support.Our diverse client base spans industries such as healthcare, hospitality, manufacturing, and professional services. We pride ourselves on fostering long-term relationships built on trust, transparency, and a thorough understanding of our clients' operational and financial goals. Our team's extensive experience in both corporate and small business environments enables us to address complex challenges with practical solutions. From payroll processing to part-time CFO services, we handle financial operations so clients can focus on growth. Our dedication to community and client success has made us a preferred advisor for over 200 small businesses and 800 individual clients.
Services
Accounting Services
Tax Planning
Payroll Services
QuickBooks Support
Business Advisory
Highlights and features
- We offer 35+ years of experience in accounting and tax services for small businesses.
- Our team includes CPAs and certified bookkeepers with industry-specific expertise.
- We provide personalized, responsive service tailored to each client's unique needs.
- Our proactive approach helps minimize tax liabilities and maximize business profitability.
- We serve diverse industries with multi-state tax compliance and advisory capabilities.
Associations and certifications
- CPA (Certified Public Accountant)
What people say
Very professional
Thorough and knowledgeable
Instrumental in securing loans
Keen financial insights
Timely communication
Services
Accounting Services
Our accounting services ensure accurate financial records and timely reporting. We manage bookkeeping, account reconciliation, and monthly financial packages, including balance sheets and income statements. Clients receive actionable insights to support data-driven business decisions.
Tax Planning
We develop customized tax plans to legally minimize liabilities. Our experts stay current on evolving regulations to ensure compliance while optimizing deductions, credits, and retirement planning strategies for businesses and high-income individuals.
Payroll Services
We handle payroll processing, tax filings, and compliance to ensure accurate employee payments and regulatory adherence. Our solutions scale with business growth, integrating seamlessly with accounting systems to streamline financial operations.
QuickBooks Support
Our QuickBooks Pro Advisors provide setup, training, and ongoing support for desktop and online versions. We optimize software configurations to improve financial tracking and reporting efficiency for small businesses.
Business Advisory
We offer strategic guidance on budgeting, cash flow management, and business structure. Our advisory services include acquisition due diligence, part-time CFO support, and pandemic relief program navigation to enhance long-term profitability.
People
Ed Balcerzak
President
CPA and CMA with 35+ years in corporate finance. Former AT&T and Kodak executive. Adjunct professor at Denver University. Holds MBA from University of Rochester. Manages firm strategy and client relationships.
Rosina Miller
Senior Bookkeeper
10+ years with the firm. Expertise in bookkeeping for timber, construction, and retail industries. Focuses on tax preparation and financial reporting. Graduated from Dixie College in Utah.
Amie Gardner
Senior Bookkeeper
25+ years of tax and accounting experience. QuickBooks specialist. Serves diverse industries including restaurants and auto body shops. Committed to accurate financial data for client success.
Maria Zazueta
Senior Bookkeeper
5+ years with the firm. Accounting diploma from Emily Griffith Technical College. Focuses on timely financial reporting to help clients achieve measurable results. Denver resident since 2005.
Elya Kinsey
Consultant
CPA in Colorado and New York. Former owner of DiLorenzo & Kinsey CPAs. Expertise in tax strategy and Fortune 500 consulting. Holds MS in Accounting from University of Virginia.
Questions
What accounting services do you offer for small businesses?
We provide full-cycle accounting, including bookkeeping, financial reporting, accounts payable/receivable management, and QuickBooks support tailored to small business needs.
Do you handle multi-state tax compliance?
Yes, we support businesses with cross-state operations, managing sales and payroll tax requirements across multiple jurisdictions.
Can you assist with PPP loan forgiveness?
Yes, we specialize in PPP loan forgiveness applications and other pandemic-related relief programs like the Employee Retention Credit.
What industries do you specialize in?
We serve healthcare providers, hospitality businesses, manufacturers, professional services firms, and retail operations with tailored financial solutions.
Do you offer part-time CFO services?
Yes, our part-time CFO services provide strategic financial leadership for businesses that need expert guidance without a full-time hire.
How do you ensure data security?
We use CCH iFirm software for encrypted file transfers and maintain strict confidentiality protocols to protect client financial information.
