remote bookkeeping CASE STUDIES

Financial Services Case StudY

"We need to have a firm that's both timely, with its responses to us, and accurate and can pull up the full back-data that we need and can also be flexible and adapt to changing market circumstances. I find Keeping Your Balance is all of that."

Brian Dunn, CEO of Growth Capital Services

CONSULTING & STAFFING CASE STUDY

"Keeping Your Balance has definitely streamlined our operations, especially on the payroll and accounting side. They have allowed us to focus on what we're good at which is growing and maintaining our business and allowed us to deligate to them all of the accounting type of tasks and it's also cost effective." 

Scott Kobayashi, Principal of Delta Project Management

bakery

This Bakery Was Hot!

Sometimes clients come to us with “fancy problems.” Growing too fast to keep up is one of them. When this young bakery came to us in 2012, they had only been in business for 3 years, but had already grown to 5 locations in San Francisco and were soon to open more…

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setting-up

Setting Up a Start-Up

Start-up founders want to focus on building innovative, disruptive products, not on the important accounting and financial processes to run the company! That was the case with this prepared food industry start-up that came to us months before their public launch…

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bookkeepers

Bill More Hours with Bookkeepers

Time is literally money for professional service firms. Any time spent on bookkeeping, payroll, and accounting is time not billable to clients. It’s even worse is when the time you spent on billing and payroll isn’t used well. This law firm came to us after…

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The Benefits of Outsourcing Your Accounting vs. Managing it In-House

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9 Reasons A Virtual Accountant Is Better For Your Business

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Why Cloud Based Accounting Is A Better Way To Go

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How To Hire A Full Service Accountant For Your Small Business

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