Insights

Growth potential Moderate sized accounting firm with 11-50 employees and annual revenue in the $1M-$10M range presents an opportunity to upsell additional bookkeeping, payroll, and tax services to existing small business clients seeking scalable back-office support.

Small business focus Specializes in services for small businesses and individuals, suggesting cross-sell potential to expand monthly recurring revenue through payroll processing, tax planning, and sales tax compliance for diverse client portfolios.

Tech landscape Uses HostMonster for hosting; potential to propose modern cloud-based accounting integrations, automated bookkeeping workflows, and security enhancements to improve efficiency and data integrity for client firms.

Competitive positioning -compares with firms of various sizes in the SMB segment; opportunities to differentiate with bundled services, quick onboarding, fixed-fee pricing, and superior customer support to win mid-market SMB accounts from larger competitors.

Financial health cue Revenue in the mid single-digit millions signals capacity to scale; approach could include offering advisory services, tax optimization programs, and compliance automation to deepen client relationships and drive higher lifetime value.

Similar companies to Balance Your Books Accounting and Tax Service

Balance Your Books Accounting and Tax Service Tech Stack

Balance Your Books Accounting and Tax Service uses 1 technology products and services including HostMonster, and more. Explore Balance Your Books Accounting and Tax Service's tech stack below.

  • HostMonster
    Web Hosting

Balance Your Books Accounting and Tax Service's Email Address Formats

Balance Your Books Accounting and Tax Service uses at least 1 email format:
Balance Your Books Accounting and Tax Service Email FormatsExamplePercentage
First@balanceyourbooksco.comJohn@balanceyourbooksco.com
100%

Frequently Asked Questions

What is Balance Your Books Accounting and Tax Service's phone number?

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You can contact Balance Your Books Accounting and Tax Service's main corporate office by phone at . 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 Your Books Accounting and Tax Service's official website and social media links?

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Balance Your Books Accounting and Tax Service's official website is balanceyourbooksco.com and has social profiles on LinkedIn.

How much revenue does Balance Your Books Accounting and Tax Service generate?

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As of August 2026, Balance Your Books Accounting and Tax Service's annual revenue is estimated to be $1M - $10M.

What is Balance Your Books Accounting and Tax Service's SIC code and NAICS code?

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

How many employees does Balance Your Books Accounting and Tax Service have currently?

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As of August 2026, Balance Your Books Accounting and Tax Service has approximately 13 employees across 5 continents, including North America, Europe and Oceania. Key team members include President: C. L., Owner: D. R. C. and Owner: E. G. T. 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?

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Balance Your Books Accounting and Tax Service operates in the Accounting industry.

What technology does Balance Your Books Accounting and Tax Service use?

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Balance Your Books Accounting and Tax Service's tech stack includes HostMonster.

What is Balance Your Books Accounting and Tax Service's email format?

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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.
Balance Your Books Accounting and Tax Service logo

Balance Your Books Accounting and Tax Service

AccountingUnited States11-50 Employees

Balance Your Books Accounting and Tax Service operates in the accounting sector, offering bookkeeping and payroll services to small businesses alongside income tax preparation for individuals and small business entities. Based in the United States, the firm supports clients with sales tax return preparation as part of its core service mix, addressing the administrative and compliance needs that accompany growing operations. Targeting small-to-mid-sized enterprises and individuals who require practical, hands-on financial administration, the company aims to provide organized, accurate records and timely tax work to help clients maintain compliance and manage finances more effectively. The business is established within a professional services context and serves customers from a city and regional perspective in the U.S., with a workforce noted as diverse in size. A recent development is not specified in detail, but the company’s service scope reflects a focus on end-to-end مالی and payroll-related tasks for its client base.

Section iconCompany Overview

Phone number
SIC Code
8721 - Accounting, Auditing, and Bookkeeping Services
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Employees
11-50

Section iconFunding & Financials

  • $1M - $10M

    Balance Your Books Accounting and Tax Service's revenue is estimated to be in the range of $1M - $10M

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