Business Details
Your Trusted Partner for Accounting & Bookkeeping Solutions
Balanced Books is a trusted partner for small businesses seeking expert financial management solutions. With a foundation built on integrity, transparency, and professionalism, we specialize in bookkeeping, accounting, and consulting services tailored to the unique needs of service industry and franchise owners. Our team of seasoned professionals, including Certified Public Accountants (CPAs) and QuickBooks experts, delivers accuracy, reliability, and personalized support to help clients focus on growth.We prioritize long-term partnerships rooted in trust, offering strategic insights and innovative solutions to navigate financial challenges and seize opportunities. Our commitment to excellence is reflected in our client-centric approach, ensuring clarity, responsiveness, and actionable financial guidance. With over 24 years of industry experience, we combine technical expertise with a deep understanding of diverse business models to optimize financial operations and drive sustainable success.
Services
Bookkeeping
QuickBooks Solutions
Consulting Services
Payroll Management
Catch-Up Bookkeeping
Highlights and features
- We specialize in tailored bookkeeping for franchises, dental practices, and service-based businesses.
- Our team includes CPAs and QuickBooks experts with decades of industry experience.
- We guarantee accurate, compliant financial records with proactive error detection.
- We offer dedicated support through personalized training and ongoing client education.
- We streamline financial operations with technology-driven solutions and transparent reporting.
Associations and certifications
- Certified Public Accountant (CPA)
- QuickBooks ProAdvisor
- QuickBooks Certified
What people say
Friendly and responsive
Accurate and organized
Save time and reduce stress
Quick response
Expertise in bookkeeping
Services
Bookkeeping
Our bookkeeping services ensure precise transaction recording, reconciliation, and monthly financial statements. We act as an external Accounting Manager, managing payroll, accounts payable/receivable, and compliance. Our control procedures prevent errors and fraud while providing tailored financial reporting for informed decision-making.
QuickBooks Solutions
We offer QuickBooks setup, clean-up, and training tailored to your business. Our team migrates data to QuickBooks Online, customizes workflows, and provides ongoing support to optimize financial management efficiency and compliance.
Consulting Services
Our consulting services include process improvement, forensic accounting, and system implementation. We analyze financial practices, recommend efficiencies, and provide strategic guidance to enhance profitability and regulatory compliance for long-term business success.
Payroll Management
We handle payroll processing, tax compliance, and reporting for businesses of all sizes. Our services ensure accurate employee payments, adherence to federal/state regulations, and seamless integration with accounting systems for streamlined operations.
Catch-Up Bookkeeping
This service reconciles disorganized financial records, corrects discrepancies, and updates accounts for accurate reporting. We specialize in organizing complex bookkeeping issues to restore financial clarity and prepare businesses for growth.
People
Crystal Stapleton
Owner/CPA
Crystal has 24 years of accounting experience, a CPA license since 2006, and an MBA. She specializes in bookkeeping for franchises and dental practices, leveraging QuickBooks expertise to optimize financial operations.
Karen Chance
Operations Manager
Karen brings 12 years of agricultural accounting experience and a Business Administration degree. She ensures operational efficiency and meticulous financial management for client accounts.
Sean Stapleton
Partner/Sales
Sean drives business development with expertise in sales and marketing. He focuses on building client relationships and expanding Balanced Books' community impact through strategic partnerships.
Questions
What bookkeeping services do you offer franchise owners?
We provide financial statement preparation, payroll, cash flow management, and compliance with franchise-specific reporting requirements.
Can you manage payroll for multiple franchise locations?
Yes, we offer full-service payroll management compliant with franchise and local labor regulations.
How do you handle multi-location franchise bookkeeping?
We use standardized processes and software to ensure consistency, accuracy, and real-time tracking across all locations.
What financial reports will I receive monthly?
You'll receive profit and loss statements, balance sheets, and accounts payable reports tailored to your business needs.
Do you offer QuickBooks training for business owners?
Yes, we provide personalized training for QuickBooks Desktop and Online to ensure proficiency.
Can you help if my bookkeeping is behind or disorganized?
Yes, our catch-up bookkeeping services organize outdated records and bring accounts up to date for accurate reporting.
