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

YOUR VERY OWN
ACCOUNTING DEPT.

“We are able to trust them with an important part of our business that we don't have expertise in--leaving us more time to go out and make money!”

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Keep it simple

“The services are affordable, secure, and most important, easy and painless.”

Jason M.

An all-star accounting department

Meet Gina
Gina received a Bachelor's degree in Anthropology from UC Santa Cruz, which equipped her for the analysis and data collection of bookkeeping. She was a bookkeeper in the food industry before joining KYB, and she's excited to expand her scope and work with new sectors. She was born and raised in the Bay Area, her favorite place in the world, so she is very familiar with the intricacies and needs of local small businesses. When she's not solving bookkeeping puzzles at work, she likes travelling, making art, and live music.

We work with our potential clients to determine their individual needs and if KYB is the right solution.

Complimentary Needs Assessment

KYB offers a complimentary 30-minute initial needs assessment. Based on the information we receive, we will customize a solution to your current situation. This conversation can be done over the phone or in-person at one of our two Bay Area offices.

Some typical questions:

Basic Bookkeeping

Our basic services are appropriate for those who need standard periodic updates of their books. You do all of your financial management in-house, and KYB will:

Full Service Bookkeeping

If we determine that you are a candidate for full service bookkeeping, we will analyze every detail of your business financials to understand how they work now and how they should work in the future. This process requires strategic analysis, and allows us to develop a personalized Financial Management Game Plan. Our full suite of services relieves the burden of financial management and allows you to refocus your staff and resources off of bookkeeping and on to your company's core competencies.

“I’m honestly not sure what my business would be like without KYB, they are the single most essential element of my operation, and things would collapse instantly without them. They handle my books, credit card processing, collections, and even my personal banking.  I love telling my vendors, clients and investors that I have an accounting department.  They claim to make you look good, and they certainly have delivered on that promise. Look no further, trust me.”

Jason W.