Insights

Niche bookkeeping Small business focus with 2-10 employees and a clear emphasis on high-quality, reliable bookkeeping services presents an opportunity to upsell comprehensive monthly accounting packages and QuickBooks ecosystem integrations.

Certified trust Position Balancing Act Financials as QuickBooks Certified ProAdvisors and Certified Bookkeepers to target clients seeking trusted, compliant outsourcing, and to differentiate from typical DIY record-keeping approaches.

Growth potential Revenue range indicates scalable service delivery for growing SMEs; propose phased offerings from daily transaction processing to full-service monthly financial statements and advisory services.

Cost-conscious market Many clients currently rely on bank balances or CPA-level bookkeeping; opportunities exist to offer cost-effective, outsourced bookkeeping with transparent pricing and faster turnaround.

Market readiness Focus on a move toward digital transformation and real-time reporting by highlighting strong documentation, reliability, and timely financial statements to attract small businesses transitioning from manual to automated processes.

Similar companies to Balancing Act Financials

Balancing Act Financials's Email Address Formats

Balancing Act Financials uses at least 1 email format:
Balancing Act Financials Email FormatsExamplePercentage
First@balancingactfinancials.comJohn@balancingactfinancials.com
100%

Frequently Asked Questions

What is Balancing Act Financials's official website and social media links?

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Balancing Act Financials's official website is www.balancingactfinancials.con and has social profiles on LinkedIn.

How much revenue does Balancing Act Financials generate?

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As of August 2026, Balancing Act Financials's annual revenue is estimated to be $1M - $10M.

What is Balancing Act Financials's NAICS code?

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Balancing Act Financials's NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does Balancing Act Financials have currently?

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As of August 2026, Balancing Act Financials has approximately 3 employees across 1 continents, including North America. Key team members include President: A. B. and Consultant: S. M. Explore Balancing Act Financials's employee directory with LeadIQ.

What industry does Balancing Act Financials belong to?

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Balancing Act Financials operates in the Accounting industry.

What is Balancing Act Financials's email format?

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Balancing Act Financials's email format typically follows the pattern of First@balancingactfinancials.com. Find more Balancing Act Financials email formats with LeadIQ.

When was Balancing Act Financials founded?

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Balancing Act Financials was founded in 2010.
Balancing Act Financials logo

Balancing Act Financials

AccountingConnecticut, United States2-10 Employees

Balancing Act Financials, LLC operates in the accounting sector, offering bookkeeping and related accounting services tailored to small businesses. Based in Stamford, Connecticut, the firm maintains a small team to address a range of client needs. Its clients often face challenges with record-keeping, from doing their own books to relying on bank balances or paying higher CPA rates for bookkeeping, and Balancing Act Financials handles daily, monthly, and yearly tasks to produce reliable records and financial statements. With accurate figures, business owners can base decisions on solid financial information. The company aligns with professional standards through credentials as QuickBooks Certified ProAdvisors, Certified Bookkeepers, and active members of the American Institute of Professional Bookkeepers.

Section iconCompany Overview

NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Founded
2010
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Balancing Act Financials's revenue is estimated to be in the range of $1M - $10M

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