Founded by Becky Shahvar Brown in 2005, Keeping Your Balance was established on the principle that offsite bookkeeping can maximize the efficiency of any small business. At the time, Becky was working as an on-site bookkeeper for three small San Francisco companies, alternating days at each office. She quickly identified the need for an outsourced bookkeeping service and approached the three companies to see if they were receptive to her working offsite. All three were interested in the idea, but they had one condition: Becky needed to be available via email or phone anytime during the week rather than only having communication on the day Becky would have been in the office.
The shift from on-site to off-site service not only gave the three companies more access to Becky’s services, but also allowed them to free up the space in their office that was previously used for a part time bookkeeper. In a city where space is at a premium, Becky offered an invaluable alternative to her clients.
Within a year, Becky began to build her stellar team, expanded the firm to offer tax preparation and payroll services and moved into the historical Hobart Building in San Francisco. She also opened a second location in Sunnyvale, offering a convenient meeting location for Peninsula and South Bay clientele.
To ensure the success of Keeping Your Balance's clients, the team of dedicated professionals at KYB utilizes the latest technologies and keeps its’ finger on the pulse of the bookkeeping community.
“I can’t say enough about this company! Use them! I came to them a few months ago with a small business that had grown way out of my control. I handed them a mess of too many bank accounts, money flying all over the place, a tax filing that was due in days and no systems in place but a check ledger. Well worth the money!