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← Back to Top 17 Bookkeepers in the Minneapolis-St. Paul Area, MN (2026)Balance
Evidence Score 48/100 at 75% evidence coverage 5 of 17 on the Minneapolis-St. Paul area list How the score works
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Publishes prices
- Local or remote?
- Local
- Software?
- QuickBooks Online, Xero, Bill.com, Hubdoc, Gusto
3 of 5 answered from a dated source.
Documents 4 of 5 core services; publishes prices.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Balance | home page | |
| Website | https://realizebalance.com/ | home page | |
| Office locality | Woodbury, MN | home page | |
| Phone | +16123996129 | home page | |
| Offers bookkeeping | Documented: CPA Bookkeeping for Creatives, Contractors & Growing Teams | Balance Skip to main content Accounting... | home page | |
| Monthly bookkeeping | Documented: ...Tax-ready financials Growth Bookkeeping + AP + Payroll $2000/month PACKAGE INCLUDES Monthly Bookkeeping, cash or light accruals Bi-weekly Payroll + HR (6-15 employees) Bi-weekly... | home page | 8 pts (max 8) |
| AP / AR | Documented: ...of experience in full-cycle accounting, including bookkeeping, bank reconciliations, accounts receivable and payables, journal entries, and financial reporting. I specialize in... | /about-cpa-pam-founder-support-bookkeeping | 4 pts (max 4) |
| Payroll coordination | Documented: ...to main content Accounting and financial services so the show can go on. Bookkeeping, payroll, and full CFO options. You name it. see services and rates CPA Bookkeeping for... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...Board-ready Growth CAS ($2000/mo) 6-15 employees, Moderate AP & HR needs Books: Monthly close, optional accrual Payroll: Bi-weekly, multi-state, W-2 + benefits A/P: Bi-weekly... | /cpa-bookkeeping-services-payroll-advisory-build | 6 pts (max 6) |
| Software supported | QuickBooks Online, Xero, Bill.com, Hubdoc, Gusto | /about-cpa-pam-founder-support-bookkeeping | 5 pts (max 5) |
| Local / remote model stated | Local | /about-cpa-pam-founder-support-bookkeeping | 3 pts (max 3) |
| Pricing approach published | Publishes prices: "$3500/month" | home page | 6 pts (max 6) |
| Onboarding described | Documented: ...isn’t for everyone. That’s what I’m here for. My routine goes something like this: Step 1: Consultation. We’ll meet and talk. During the consultation, my goal is to get a good... | /bookkeeping-process-contractors-creative-teams | 4 pts (max 4) |
| Reporting cadence stated | Documented: ...+ split mgmt Royalty reviews + dashboards Core ($850/mo) 5-15 IPs or licenses 5-15 IPs, quarterly statements Manual tracking Statement prep Publisher reporting Start ($500/mo) 2-4... | /cpa-bookkeeping-services-payroll-advisory-build | 4 pts (max 4) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: Read our Privacy Policy | /privacy-policy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 7 pages of the firm's own site on 2026-09-26 (Firm's own website): Catch-up / cleanup (0 pts, max 5); Industries served (documented) (0 pts, max 5); What is included / excluded (0 pts, max 5); Named contact / team (0 pts, max 3); Communication channel / process (0 pts, max 3).
- Not verified. Searched the IRS PTIN holder file (updated 2026-02-23) for business name 'Balance' in Woodbury, MN on 2026-09-27: no matching preparer record (IRS preparer records): Bookkeeping designation (AIPB/NACPB) or IRS preparer record (0 pts, max 6).
Searches that find nothing are not a mark against a firm. How we search.
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Active CPA firm or individual license (state board) (0 pts, max 8); Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Entity found in the state business registry (0 pts, max 6); Operating 1+ year (registry formation date) (0 pts, max 5).
Check it yourself on the state's own records: Minnesota Board of Accountancy license search and business registry search.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 20 of 22 evidenced items come from Balance's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
Claim this listing to correct a field with evidence, or report a correction. Claiming confirms ownership only; it does not change the score.