BOOKS IN BALANCE in San Rafael

Review №1

2024-04-05 17:34:57

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.

Review №2

2023-11-20 01:09:12

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. They handled all my information efficiently and I was able to file my taxes on time which was a great relief. I highly recommend Brandon and his team. Books In Balance is THE BEST! I feel so lucky to have found them.

Review №3

2023-09-07 21:30:38

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.

Review №4

2022-10-14 17:20:59

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.

Review №5

2014-01-10 00:20:19

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! They literally took the entire back end of the office and reworked everything from overseeing a server installation, installation of new accounting software and utilities to manage my resources better. They implemented complete systems and procedures and did the first 6 months of running all of our accounting systems. I would have been happy to keep them, but they advised me that it would be more cost effective to hire a full time bookkeeper and office assistant. Now Books In Balance is training my new employees. I would highly recommend Books In Balance to anyone wanting expert help and affordable pricing. They were very fair in working out special package pricing in order to save me from hourly billing when that was more efficient for my circumstances. I will be keeping Books In Balance on board to do quarterly reviews for my business going forward as well as all my business and personal taxes.Robins Auto ServiceGreenbrae, CA

Review №6

2015-05-05 21:48:57

For the second year in a row Brandon was my hero! I have so many unusual circumstances and he didnt even flinch.My small business will finally be up and running soon, I know Brandon will be the perfect one to see me through it!Cynthia of Cynthia Crestmore Fiction

Review №7

2015-06-04 14:06:24

Very knowledgeably, solved all my financial and tax questions. Highly recommend

Review №8

2023-08-09 21:57:36

Great Service!