Insights

Cloud Accounting Balance Experts specializes in cloud technology and offers setup of QuickBooks Online and Xero with add-on integrations, indicating strong potential for upsell of advanced cloud bookkeeping workflows and onboarding services.

Virtual CFO With virtual CFO packages for growing businesses, there is a sales opportunity to target small to mid-sized firms seeking strategic financial leadership, cash flow optimization, and tax planning.

Tax & Compliance The firm provides business tax preparation and planning, suggesting cross-sell potential to clients requiring ongoing tax strategy, quarterly filings, and automated tax payment solutions.

Tech Stack Utilize their cloud and integrations focus (QuickBooks Online, Xero, cloud features) to propose advanced automation, data security enhancements, and analytics services aligned with their technology stack.

Growth Profile Revenue range and service breadth indicate potential for scale-focused engagements, market expansion in SMB segment, and partnerships with mid-market firms seeking outsourced accounting and financial operations support.

Balance Experts, Inc. Tech Stack

Balance Experts, Inc. uses 8 technology products and services including OneTrust, Microsoft 365, Office 365, and more. Explore Balance Experts, Inc.'s tech stack below.

OneTrust

Cookie Compliance

Microsoft 365

Office 365

Office Suites

Google Tag Manager

Tag Management

X-Content-Type-Options

Web & Portal Technology

Apache HTTP Server

Web Servers

Twitter

Widgets

Facebook

Widgets

Balance Experts, Inc. Email Formats	Example	Percentage
First@balanceexperts.com	John@balanceexperts.com	100%

Balance Experts, Inc. Email Formats

Example

Percentage

First@balanceexperts.com

John@balanceexperts.com

100%

Frequently Asked Questions

What is Balance Experts, Inc.'s phone number?

You can contact Balance Experts, Inc.'s main corporate office by phone at

+1-443-365-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Balance Experts, Inc.'s official website and social media links?

Balance Experts, Inc.'s official website is balanceexperts.com and has social profiles on LinkedIn.

How much revenue does Balance Experts, Inc. generate?

As of August 2026, Balance Experts, Inc.'s annual revenue is estimated to be $1M - $10M.

What is Balance Experts, Inc.'s SIC code NAICS code?

Balance Experts, Inc.'s SIC code is 8721 - Accounting, Auditing, and Bookkeeping Services NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does Balance Experts, Inc. have currently?

As of August 2026, Balance Experts, Inc. has approximately 1 employees across 1 continents, including North America. Key team members include Founder & Ceo: A. P.. Explore Balance Experts, Inc.'s employee directory with LeadIQ.

What industry does Balance Experts, Inc. belong to?

Balance Experts, Inc. operates in the Accounting industry.

What technology does Balance Experts, Inc. use?

Balance Experts, Inc.'s tech stack includes OneTrustMicrosoft 365Office 365Google Tag ManagerX-Content-Type-OptionsApache HTTP ServerTwitterFacebook.

What is Balance Experts, Inc.'s email format?

Balance Experts, Inc.'s email format typically follows the pattern of First@balanceexperts.com. Find more Balance Experts, Inc. email formats with LeadIQ.

When was Balance Experts, Inc. founded?

Balance Experts, Inc. was founded in 2015.

Balance Experts, Inc.

Q: How many employees does Balance Experts, Inc. have currently?

Balance Experts, Inc. has approximately 1 employees.

Q: What technology does Balance Experts, Inc. use?

Balance Experts, Inc.'s tech stack includes Slick, Microsoft 365, W3 Total Cache, prettyPhoto, X-XSS-Protection.

Q: What is Balance Experts, Inc.'s NAICS code?

Balance Experts, Inc.'s NAICS code is 5412 (Accounting, Tax Preparation, Bookkeeping, and Payroll Services).

AccountingMaryland, United States0-1 Employees

Balance Experts, Inc. is a small accounting practice based in Salisbury, Maryland. It concentrates on cloud-enabled financial management, helping clients streamline bookkeeping, gain clarity on numbers, and manage cash flow while planning for growth and tax savings. The firm provides setup and integration of cloud accounting software, along with workflow design and staff training to support digital bookkeeping processes.

It serves businesses seeking scalable, technology-driven accounting support and guidance as they grow. Its offerings include tailored bookkeeping and payroll packages, features such as cloud-based receipt management, automatic tax payments and filings, and direct deposit, as well as business tax preparation and planning and virtual CFO services for growing operations.

Insights

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