Balanced Business Group in Napa

Review №1

2023-12-01 23:39:30

For a small, family owned, high quality winery as we are, the overall customer experience with Balanced Business Group has been exceptional from start to finish.BBG help us monthly to understand businesss financial statements and metrics in a clear and simple way.They become an integral part of our team and is always my first call for questions regarding accounting and HR. They go above and beyond to help improve all aspects of our business.I can truly recommend BBG to any small business owner of boutique wineries.

Review №2

2023-11-08 23:16:56

As the CEO of a Napa winery and vineyard business that crafts highly-collectable wines, Ive had the pleasure of working with Balanced Business Group (BBG) for my accounting and finance needs, and I couldnt be happier with the results. I wanted to share my experience for those considering their services:• Reconstructed Chart of Accounts: BBG has impressively rebuilt our chart of accounts from the ground up. This overhaul has not only aligned with the unique operations of our wine and vineyard businesses, but has also made it straightforward for me to glean valuable insights at a glance.• Accuracy and Timeliness: With BBGs expertise, weve established a consistent monthly closing schedule. This means I now receive financial statements promptly, enabling me to make informed decisions for the future of my business without delay.• Valuable Introductions: One of the standout benefits of working with BBG is their deep industry knowledge and extensive network. Theyve facilitated introductions to potential international distributors, expanding our reach and opening up exciting new opportunities for our brand.Im deeply appreciative of the personalized, friendly, yet professional service BBG has provided. Theyve not only simplified complex financial processes but have also contributed significantly to our growth and strategic planning. Any wine business or specialty food brand would be in excellent hands with BBG.

Review №3

2023-09-12 00:23:35

“When we came to BBG our previous bookkeeper had experienced several family emergencies and our books were behind. BBG was highly recommended by our accounting firm. Owner, Pedro Noyola, and our account rep, Eileen Vasko, worked closely with our accounting firm to get our books caught up, they took over our California tax reporting, and transitioned us to QuickBooks online. The transition was seamless thanks to their tireless hand-holding and incredible responsiveness. We are a small, growing brand; we do not have the capacity to support an in-house controller or an in-house accounting department. Pedro has gone over and above to help us expand our inventory and achieve our grow goals. Eileen is thorough, efficient, and her knowledge of the wine industry is invaluable. BBG honestly feels like an extension of our company. It is such a great opportunity for a company our size to have access to business development and bookkeeping experience at this level.”