Why Us?
- 1. Keeping Your Balance Tax Preparation, Payroll & Bookkeeping Services
- 2. Bookkeeping ServicesKeeping Your Balance offers personalized and full-service accounting – our team of specialists are available 40 hours a week to meet all your financial needs. Conveniently located in downtown San Francisco – Keeping Your Balance is perfect for small to medium size businesses looking to outsource their financial needs.Keeping Your Balance works closely with each client to custom tailor the services provided, meeting the needs of each client on an individual basis.Manage all day to day accounting needs: Accounts Receivable and CollectionsAccounts PayableCash Flow ManagementMonthly Account ReconciliationCustomized Chart of AccountsGeneral Ledger ManagementMonthly Reporting and Financial Statement ReviewClean up of financial filesSet up and streamlining of systemsFacilitate communications with service providers (CPAs, payroll services, insurance brokers and other vendors)QuickBooks setup, training and supportTraining tailored to individual clients needs including Best Practice Solutions
- 3. Bookkeeping Services – Why Us?People First, Numbers SecondKYB puts the client first. We develop accounting procedures which best fit each client, and always make sure the client understands their financials – we turn the data into information so that you truly understand the financial health of your business.We Save You MoneyKYB offers all the amenities and benefits of an in-house accounting department, at a fraction of the cost. You will have at least two seasoned bookkeepers familiar with your books and available 40+ hours per week – you only pay for the time you use, we manage your day-to-day financial needs without the overhead costs of an on staff accountant.SolutionsKeeping Your Balance also provides resourceful solutions to managing your business. We offer our clients access to a large network of other San Francisco based businesses, as well as knowledge and experience of the small business world.We are a bunch of NerdsMaybe you don’t think it’s fun, but we enjoy solving accounting problems. We just love to dig through receipts, look at statements, and balance accounts. Sure it can be a lot of work, but we have a passion for it. That’s why we got into this business in the first place. Some people call us nerds, but we know we are more than that – we are bookkeeping professionals who take our jobs seriously.
- 4. Payroll ServicesKeeping Your Balance Payroll Services offer a paperless and stress-free way to manage your company’s payroll. Our services are perfect for small to medium size businesses who want the perks of a big-name payroll company, but require more personal attention and knowledge, all at a fraction of the cost.Our Payroll Service includes:Employee direct deposit and paperless pay stubsEmployer e-file taxesSecure online access to payroll reports and informationOn-going customer support. Monday- Friday, 9-5, you will be instantly connected to a payroll specialist who is familiar with your account, and ready to help.
- 5. Payroll Services – Why us?We Save You MoneyWe offer the same payroll benefits and perks of a big-name payroll company, including employee direct deposit and e-file – at a fraction of the cost.Stress Free PayrollBoth you and your employees will have secure access to payroll reports and information instantly, without having to sift through stacks of confusing paper reports. Our payroll is done in-house, so if you ever have a question, we are here to help with no excessive hold times or transfers to endless departments. Keeping Your Balance is a group of local payroll specialists who know your name, are familiar with your account, and get things done right the first time.
- 6. Tax PreparationKeeping Your Balance is perfect for individuals and businesses who would otherwise use a store front tax service, but want more individual attention and knowledge base. Located in downtown San Francisco – Keeping Your Balance offers superlative year round tax services.Keeping Your Balance Certified Tax Preparers offer tax consultation and return preparation for individuals, LLC’s, Partnerships, and other non-corporate entities. By offering personalized service, our Tax Preparers provide a superior alternative to store front tax prep. We also offer e-file services for your convenience.
- 7. Tax Preparation – Why us?Personalized ServiceFrom the initial call to helping you E-File your taxes, we give our professional advice and offer consultation to help ensure that your taxes are prepared to your utmost satisfaction. It is this attention to detail that sets us apart from the national storefront tax prep firms and has garnered our solid reputation here in San Francisco for being a local firm that our clients can rely on.We Love Tax SeasonWe love solving problems and working with numbers, which is why, when tax season comes around we get giddy with excitement. We prepare personal and business taxes with the same thrill and attitude that got us into this profession in the first place.