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← Back to Top 22 Bookkeepers in the Sacramento-Roseville Area, CA (2026)Bal & Associates, CPA Inc.
Evidence Score 32/100 at 74% evidence coverage 15 of 22 on the Sacramento-Roseville area list How the score works
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- CPA license active (individual: Bal & Associates, Cpa Inc.) · 8023 · California Board of Accountancy (DCA public licensee data file)
- Publishes prices?
- Not stated on its website
- Local or remote?
- Not stated on its website
- Software?
- QuickBooks
2 of 5 answered from a dated source.
Documents 3 of 5 core services; CPA license verified with the state board.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Bal & Associates, CPA Inc. | home page | |
| Website | https://balandassociates.org/ | home page | |
| Office locality | Rocklin, CA | home page | |
| Phone | +19164354272 | home page | |
| Offers bookkeeping | Documented: ...Preparing your own income tax return can be a daunting task especially when… Link to: Bookkeeping Services Bookkeeping Services Proper record keeping and accurate financial... | home page | |
| AP / AR | Documented: ...and Expenses Preparation of Financial Statements Bank Reconciliations Payroll Services Accounts Payable Services Preparation and Filing of Quarterly Tax Returns Preparation and... | /services/bookkeeping-services | 4 pts (max 4) |
| Payroll coordination | Documented: ...Services Proper record keeping and accurate financial reporting is a vital… Link to: Payroll Services Payroll Services One of the inevitable functions of successful and rising... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...those cash flows with the records of your bank. In addition, we provide timely financial statements to show an accurate picture of how your business is performing. Through proper... | /services/bookkeeping-services | 6 pts (max 6) |
| Software supported | QuickBooks | /services/consultation-services | 5 pts (max 5) |
| Active CPA firm or individual license (state board) | CPA license active (individual: Bal & Associates, Cpa Inc.) · 8023 · California Board of Accountancy (DCA public licensee data file) | State accountancy board Third-party Sep 26, 2026 expires Apr 30, 2027 | 8 pts (max 8) |
| Communication channel / process | Documented: ...you and helping you with all of your accounting needs. Learn More About Our Services CLIENT PORTAL Welcome to the Bal & Associates, CPA Client Portal. By clicking the link below... | home page | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 8 pages of the firm's own site on 2026-09-26 (Firm's own website): Monthly bookkeeping (0 pts, max 8); Catch-up / cleanup (0 pts, max 5); Industries served (documented) (0 pts, max 5); Local / remote model stated (0 pts, max 3); Pricing approach published (0 pts, max 6); What is included / excluded (0 pts, max 5); Onboarding described (0 pts, max 4); Reporting cadence stated (0 pts, max 4); Privacy / data-handling page (0 pts, max 2).
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Bookkeeping designation (AIPB/NACPB) or IRS directory credential (0 pts, max 6); Named contact / team (0 pts, max 3); Entity found in the state business registry (0 pts, max 6); Years operating (registry formation date) (0 pts, max 5).
Check it yourself on the state's own records: California Board of Accountancy license search and business registry search.
- Active CPA firm or individual license (state board): California lists an ACTIVE CPA firm license (Active) under this name, expiring 2027-04-30. It does not prove service quality.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 19 of 21 evidenced items come from Bal & Associates, CPA Inc.'s own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
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