Empowering Financial Success
BalancePoint Services LLC
Providing expert bookkeeping and tax preparation services to help you save time and money.
Your Partner in Financial Stability
BalancePoint Services LLC is dedicated to helping families and businesses achieve financial balance by offering full charge bookkeeping and income tax preparation services. Our mission is to assist our clients in keeping more of their time and money to focus on what truly matters to them. With over 30 years of industry experience, we are committed to providing reliable and personalized financial solutions tailored to your needs. Our team of seasoned professionals combines expertise with a client-centric approach to deliver exceptional financial services that prioritize your financial well-being. We strive to build long-lasting relationships based on trust, integrity, and a shared commitment to your financial success. By choosing BalancePoint Services LLC, you are choosing a partner dedicated to helping you achieve your financial goals with confidence and peace of mind.
Numbers Made Simple, Success Made Possible
Our Services
We offer a comprehensive range of financial solutions designed to meet your specific needs and goals. At BalancePoint Services LLC, we understand the importance of financial stability and efficiency in both personal and business matters. Our team of experts is dedicated to providing top-notch services that streamline your financial processes and help you make informed decisions. Whether you require bookkeeping assistance or tax preparation services, we are here to support you every step of the way. Trust us to handle your financial needs with precision and care, allowing you to focus on what truly matters to you.
Full Charge Bookkeeping
Detailed financial record-keeping to ensure accuracy.
Income Tax Preparation
Expert tax filing services for individuals and businesses.
Financial Consultation
Personalized financial advice to optimize your financial strategies.
Payroll Services
Efficient payroll management solutions for businesses of all sizes.
Unlocking Financial Potential Together
What Sets Us Apart
At BalancePoint Services LLC, our founder’s journey embodies a deep-rooted passion for financial excellence and a commitment to client success. With an associate degree in Accounting and years of industry experience, including payroll management for a major company in Colorado, our founder’s expertise is unmatched. Despite initially dreaming of a career in nursing, a shift in focus led to a rewarding path in accounting and financial services. Having prepared taxes for friends and family for over 30 years and managed bookkeeping for her own business, our founder’s hands-on experience brings a wealth of knowledge to every client interaction. By choosing BalancePoint Services LLC, you are selecting a partner dedicated to maximizing your financial efficiency, ensuring compliance, and saving small businesses money while upholding the highest standards of integrity and service excellence.
Personalized Approach
Tailored financial solutions to meet your unique needs.
Expertise and Experience
Over 30 years of industry experience in bookkeeping and tax preparation.
Client-Centric Focus
Putting your financial success and satisfaction at the forefront of everything we do.
Charting a Course to Financial Wellness
Let’s Connect
Ready to take control of your finances? Contact us today to schedule a consultation and start your journey towards financial stability.
Phone: 239-294-5886
Email: dawn@balancepointexpertise.com
Hours (EST): M – F, 8a – 4p | Sa, Appt Only