Keeping Your Balance

Accounting

Keeping Your Balance has been supporting the growth of small businesses since 2005. During that time, we have worked with over 600 client companies at different stages of growth. Our clients rely on us because we turn financial data into useful information that helps our clients make better business decisions. Your Keeping Your Balance team will become your trusted strategic partners giving you peace of mind and time to focus on growing your business!

Our mission is to help small businesses like yours thrive and grow. We do this by providing the most reliable, expert, outsourced accounting and payroll services available. To provide you with stellar service and high value, we employ the latest cloud-based technologies to improve efficiencies and transparency.

We believe accounting is more than just crunching numbers — it’s about providing insights into your business’s health. Our friendly and knowledgeable team members put your success first, and strive to give you everything you need to focus on growing your business. As a result, our clients see us more as trusted advisors than simply as bookkeepers. Read more

4 recommendations

  •  
    Christi Shaw Wilkinson

    Shared on facebook.com

    Love these guys. After terrible experiences with 3 other Payroll Services, I finally lucked out when I found Keeping Your Balance. They are very professional and reliable. I have been with them for 3 years now and recommend them highly!

    Original recommendation
  •  
    Foster W.

    Shared on yelp.com

    A very efficient and economical way for individuals & sm businesses to take care of book keeping and basic tax needs. I used them for a non profit I was once involved with - I think they are great.

    Original recommendation
  •  
    Jennifer P.

    Shared on yelp.com

    A friend recommended KYB, and we've been working with Bryna Mc. for our joint tax return since 2012. Experienced, knowledgeable, thorough, organized, and friendly! Secure online tools available to upload sensitive documents, along with online scheduling to book appointments. Super convenient location steps from Montgomery BART. While some may consider their pricing to be on the high side, I think its worth every penny to know my taxes are complete, and no stone was left un-turned for minimizing our tax liability. I strongly recommend Keeping Your Balance!

    Original recommendation
  •  
    Jared P.

    Shared on yelp.com

    I can't imagine running our business without KYB. We first engaged them for bookkeeping services 2+ years ago, and they quickly converted a huge backlog of credit card and bank statements into a well-structured system that gives us full visibility into the expense side of our operation. Since then, Chris, Steve, and their team have been an on-going fount of time-savings, insight, and humor. We've recently started working with them on payroll and the experience has been equally impactful for us. If I could give more than five stars, I would.

    Original recommendation