General Info

Beyond Balanced Books Inc. provides exceptional, trusted, convenient services to our clients that makes their lives easier and helps them grow their businesses. When you choose Beyond Balanced Books Inc. for your accounting needs, you will benefit from our experience, integrity, commitment, accuracy and convenience. Experience: We have been in business for more than 20 years, so you know we have the experience and stability to serve you for years to come. We attend accounting conferences and training throughout the year to stay current with new accounting technology and to improve the delivery of our service to our clients. We are certified in several different accounting solutions and we spend time with each client to understand their business and their unique accounting needs to help them determine which solution is the best choice. Integrity: By our hard work, we have earned the respect of the business and financial communities and we would like to earn yours as well. We hold honesty and integrity in high regard and expect the same from our clients. Clear expectations of services to be provided are set up front. Whenever possible, we offer fixed pricing options to fit your needs and budget. Commitment: We are committed to providing you with exceptional client service. We are committed to deliver customized services to make our working together convenient and to provide you with assistance quickly. We are committed to help you not only keep track of the numbers but also to understand what the numbers mean. Accuracy: Our goal is to make certain that your data is reliable and available anytime and anywhere. Without accurate information, you will not get accurate results. Our experienced staff strives to ensure your financial information is recorded accurately the first time. We will work with your tax professional to ensure that timely, accurate information is available for their needs. Convenience: We provide virtual services and have several options on how we can work with you. This gives you the freedom to work from anywhere you have a secure Internet connection. Collaboration in the cloud makes it easy to share access to information with your CPA or other tax professional. We have a secure portal so that we can exchange information easily and safely. We serve San Jose and Morgan Hill areas