BOOKS IN BALANCE
(415) 455-9455
1299 Fourth Street, Suite 508, San Rafael, California, 94901
About us
As a valued and trusted partner to our clients, Books In Balance can review every aspect of your financial life to develop personalized solutions that work for you, your family, and your business today and help you plan for tomorrow.
We take a holistic approach to improve your current financial position in attaining your highest goals and achieving what's most important to you.
We work with individual, business, nonprofit, and offer a one stop place to consolidate all your financial needs.
Over 25 years in the bay area offering our expertise in accounting, bookkeeping, tax preparation & planning, financial planning and wealth management, and business consulting.
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4040 Civic Center Drive Suite 200, San Rafael, California, 94903
(415) 455-9455