Keeping Your Balance provides its clients with a number of resources, information and support to ensure efficient and effective bookkeeping, tax and payroll solutions.

For support and general client requests, please call 415-399-9844.

KYB logo Bookkeeping service

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the money

“Before Keeping Your Balance my books were a mess- now I can relax knowing that all my financial needs are being taken care of.”

Contact us for a complimentary needs assessment.

KYB comes with no regrets.

“Definitely go with them, you’ll be glad you did.”

Stuart S.

We're a bunch of nerds

Meet Katie
When it comes to professions, Katie's had quite a colorful and exciting past and is best known as a "Jill of All Trades". After working as a hair stylist for several years, to dabbling in real estate, and then immersing herself in the film industry, she decided to settle down and take on the world of accounting. Katie is a natural when it comes to providing customer service and genuinely enjoys working with people. As Office Manager and the first point of contact here at Keeping Your Balance, Katie makes each client feel welcome and will go to great lengths to make sure that their needs are met. Just don't ask her to cut your hair.

Basic Bookkeeping:

Consistent and accurate record mangement reduces stress and makes business reports more sensible.

Our basic services are appropriate for those who need standard periodic updates of their books.  KYB records your transactions into QuickBooks, reconciles all transactions and sends periodic open item reports. Financial statements are generated at whatever frequency you require (weekly, monthly, quarterly). This means that you do all of your financial management in-house and supply all the necessary data--we simply turn that data into information that clearly illustrates your businesses’ current financial position.

“Keeping Your Balance has gone above and beyond my original expectations.  I have been a client for years and feel comfortable with the entire team.  When I call during business hours, they answer the phone, and when I need a report, it’s done promptly, and I always get responses to my emails. I consider myself very lucky to have found Keeping Your Balance and recommend them to anybody in search of bookkeeping services.”

Danny M.