Your Books in Balance Employee Directory

AccountingCalifornia, United States2-10 Employees

Your Books in Balance is a full service Bookkeeping company that differentiates itself from most bookkeeping companies because it offers it's clients, "THE VALUE OF A CPA AT THE COST OF A BOOKKEEPER". 

Every business owner needs to know how they are doing. The following weekly or monthly services ensure that transactions are posted correctly, detect unauthorized charges, manage your cash more effectively and help you to determine the operating performance of your business.

SMALL BUSINESS ACCOUNTING SERVICES
Reconcile your bank and credit card accounts
Generate an income statement
Generate a balance sheet
Create a cash flow projection
Comprehensive payroll services including W-2's, 1099's and 1096 processing
Benefits Administration
Work paper preparation for auditors and/ or tax preparers
Financial analysis
Clean up your general ledger

Depending upon your size and needs, Susan can customize her service to include weekly or monthly record keeping of your transactions.

FULL CHARGE BOOKKEEPING SERVICES
Input bills
Create invoices
Record and make deposits
Print checks
Job cost your projects
Track inventory

QuickBooks is the ideal business accounting software for small to mid-sized businesses. It's affordable, can be customized and is relatively easy to use. Susan is Intuit QuickBooks Certified.

QUICKBOOK SERVICES
QuickBooks setup
QuickBooks training
QuickBook answers to your staffs questions
A review of your QuickBooks files to clean up stray entries.

Find Your Books in Balance employees' phone numbers or email addresses

Your Books in Balance Global Highlights

Location
Employees

North America
16

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  • United States Of America
    15
  • Canada
    1

Your Books in Balance's Leadership

  • Stylized image of a person
    D. F.
    Chief Executive Officer
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  • Stylized image of a person
    C. G.
    Owner And Accountant
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  • Stylized image of a person
    K. M.
    Owner
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    N. B.
    Director And Owner
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  • Stylized image of a person
    P. L.
    Owner
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  • Stylized image of a person
    S. H.
    Owner
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  • Stylized image of a person
    D. N.
    Managing Member
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  • Stylized image of a person
    J. R. O.
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Your Books in Balance Employee Metrics

100%
50%
0%
2026
2025
2024
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Your Books in Balance

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. G.
    Owner And Accountant
    Phone icon
    United StatesNorth Dakota
    Oct 23, 2024
  • Stylized image of a person
    D. F.
    Chief Executive Officer
    Phone icon
    Oct 18, 2024
  • Stylized image of a person
    K. M.
    Owner
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    N. B.
    Director And Owner
    Phone icon
    CanadaBritish Columbia
    Mar 05, 2024
  • Stylized image of a person
    P. L.
    Owner
    Phone icon
    UNITED STATES
    Aug 04, 2023
  • Stylized image of a person
    S. H.
    Owner
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    D. N.
    Managing Member
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    Oct 22, 2024
  • Stylized image of a person
    J. R. O.
    Phone icon
    UNITED STATES
    Aug 04, 2023

Frequently Asked Questions

What is Your Books in Balance known for?

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Your Books in Balance was founded in 2014 operates in the Accounting industry. The company's main headquarters is located in Mission Viejo, California 92691 United States. Explore Your Books in Balance's company overview page for more information.

What is Your Books in Balance's most common email format?

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Your Books in Balance employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Your Books in Balance email formats with LeadIQ.

How many employees does Your Books in Balance have currently?

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Your Books in Balance has approximately 2 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Your Books in Balance's key employees and leadership?

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As of February 2026, Your Books in Balance's key employees include:

  • Chief Executive Officer: D. F.
  • Owner And Accountant: C. G.
  • Owner: K. M.
  • Director And Owner: N. B.
  • Owner: P. L.

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