Balanced Book, LLP

2014

By KRISTINA HACKER

Crystal Stapleton founded Balanced Books in 2014 with one do, but do and how it’s important to make bookkeeping deadlines goal in mind — to help clients achieve bookkeeping freeand stick to them. dom. She has achieved that and much more in the past six “A lot of times (new business owners) think they can do it themyears, taking advantage of advancements in technology and helpselves, but they don’t carve out the time for it,” Stapleton said about ing clients focus on profit generation while Balanced Books keeps bookkeeping for small businesses. the accounting in order. This will not be the first time that Balanced Books, LLP has given

Stapleton partnered with Wahl, Willemse & Wilson, CPAs, LLP to form Balanced Books, LLP in 2015. This partnership allows clients more access to financial expertise, including tax preparation.

Stapleton and her Balanced Books, LLP team have drastically streamlined bookkeeping processes over the last couple of years due to advancements in technology and the movement toward cloudbased accounting programs, such as QuickBooks Online. In recent years, they’ve also benefited from process automations and adapting to a paperless bookkeeping system.

Balanced Books, LLP works closely with clients to make sure they are in compliance with all rules, regulations and deadlines. This service has been highlighted recently with many of Balanced Books, LLP’s clients taking advantage of the Paycheck Protection Program (PPP) through the Small Business Administration, which provides a loan for small businesses to keep workers on the payroll during the coronavirus pandemic.

Stapleton said she and her team have been keeping on top of all the requirements for these loans, which hasn’t been easy as the regulations change daily.

“Every day it’s something new,” Stapleton said. “We watch out for you. Every client who wanted a PPP, got a PPP. We made sure everybody was covered.”

In the coming months, Stapleton will be sharing some of her knowledge through a Valley Sierra Small Business Development Center class, “Bookkeeping Bootcamp.” In the course she will share some bookkeeping ‘do’s’ and ‘don’ts,’ things people don’t think they need to back to the community. The company offers special programs for nonprofits and sponsor local philanthropic organizations including Advancing Children of Turlock (ACT) and Letters to Santa Charity. Stapleton is also an active member of the Turlock Chamber of Commerce Board of Directors. 

To learn more about Balanced Books, LLP visit getbalancedbooks.

com or call 209-634-4099.

Senior living, with promise.

To learn more, call (877) 364-1459 or visit CovLivingTurlock.org.