Balance Your Books Accounting and Tax Service
AccountingUnited States11-50 Employees
Provide bookkeeping and payroll services to small businesses. Prepare sales tax returns. Provide income tax preparation for individuals and small businesses.
Insights
Small Business Focus Balance Your Books specializes in serving small businesses, presenting a prime opportunity to upsell comprehensive financial services like advanced tax planning and business consulting tailored to this market segment.
Revenue Growth Potential With a revenue range of 1 to 10 million dollars, the company has demonstrated significant scale, indicating potential demand for expanded bookkeeping, payroll, and tax services as their client base grows.
Tech-Driven Solutions Although specific technology details are not provided, leveraging advanced accounting software and automation tools can enhance efficiency and attract tech-savvy small business clients.
Market Expansion Positioned alongside larger competitors like H&R Block, Balance Your Books can differentiate through personalized services and targeted marketing to capture a share of the small business accounting and tax market.
Cross-Selling Opportunities The company offers both bookkeeping and income tax preparation, creating opportunities to cross-sell additional services such as financial advising, payroll management, or specialized tax solutions to existing clients.
Similar companies to Balance Your Books Accounting and Tax Service
Balance Your Books Accounting and Tax Service Tech Stack
Media & News
Balance Your Books Accounting and Tax Service's Email Address Formats
Balance Your Books Accounting and Tax Service uses at least 1 format(s):
| Balance Your Books Accounting and Tax Service Email Formats | Percentage |
| First@balanceyourbooksco.com | 50% |
| First@balanceyourbooksco.com | 50% |
Frequently Asked Questions
Where is Balance Your Books Accounting and Tax Service's headquarters located?
Balance Your Books Accounting and Tax Service's main headquarters is located at 800005 United States. The company has employees across 5 continents, including North AmericaEuropeOceania. What is Balance Your Books Accounting and Tax Service's phone number?
You can contact Balance Your Books Accounting and Tax Service's main corporate office by phone at +1-303-420-****
What is Balance Your Books Accounting and Tax Service's official website and social media links?
Balance Your Books Accounting and Tax Service's official website is balanceyourbooksco.com and has social profiles on LinkedIn.What is Balance Your Books Accounting and Tax Service's NAICS code?
Balance Your Books Accounting and Tax Service's NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.How many employees does Balance Your Books Accounting and Tax Service have currently?
As of September 2025, Balance Your Books Accounting and Tax Service has approximately 13 employees across 5 continents, including North AmericaEuropeOceania. Key team members include Founder: J. P.Owner: K. W.Owner Accountant Tax Practitioner: F. M.. Explore Balance Your Books Accounting and Tax Service's employee directory with LeadIQ.What industry does Balance Your Books Accounting and Tax Service belong to?
Balance Your Books Accounting and Tax Service operates in the Accounting industry. What is Balance Your Books Accounting and Tax Service's email format?
Balance Your Books Accounting and Tax Service's email format typically follows the pattern of First@balanceyourbooksco.com. Find more Balance Your Books Accounting and Tax Service email formats with LeadIQ. 
Company Overview
- Headquarters
- 800005 United States
- Phone number
- +1-303-420-****
- Website
- balanceyourbooksco.com
- NAICS Code
- 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
- Employees
- 11-50
Funding & Financials
- $1M$10M
Balance Your Books Accounting and Tax Service's revenue is estimated to be in the range of $1M$10M
Funding & Financials
- $1M$10M
Balance Your Books Accounting and Tax Service's revenue is estimated to be in the range of $1M$10M
Company Leadership
J. P.Founder
K. W.Owner- F. M.Owner Accountant Tax Practitioner
- A. M.Owner
B. O.Owner
Employee Directory
- N. D.Owner
- V. N.Owner
- T. D.Owner-Bookkeeper/Tax Preparer
- C. T.Executive Director
- B. G.Senior Accountant
1-888-653-2347 
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