Balance Beam Bookkeeping & Tax
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified (searched the state board)
- Publishes prices?
- Not stated on its website
- Local or remote?
- Not stated on its website
- Software?
- QuickBooks
1 of 5 answered from a dated source.
Documents 4 of 5 core services.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Balance Beam Bookkeeping & Tax | home page | |
| Website | https://www.balancebeamteam.com/ | home page | |
| Office locality | Pasadena, CA | /contact | |
| Phone | +18883435908 | /contact | |
| Offers bookkeeping | Documented: Balance Beam Bookkeeping & Tax Bookkeeping cleanup & tax-readiness diagnostics Choose the fastest path to clean... | home page | |
| Monthly bookkeeping | Documented: ...are easier to track. Build a clear path from extension to filing. Decide whether monthly bookkeeping should begin after the cleanup is complete. What Balance Beam looks at The... | /extension-cleanup-review | 8 pts (max 8) |
| Catch-up / cleanup | Documented: ...diagnostics Choose the fastest path to clean, tax-ready books. Filed an extension or behind on your books? Start with the path that fits your situation. Filed an extension because... | home page | 5 pts (max 5) |
| Payroll coordination | Documented: ...Personal expenses paid from business accounts Duplicate income or missing deposits Payroll or contractor payment issues that affect the books QuickBooks chart of accounts issues... | /extension-cleanup-review | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...Your QuickBooks file does not match your bank balances. You are not sure whether your profit and loss report is accurate. You have business and personal activity mixed together.... | /extension-cleanup-review | 6 pts (max 6) |
| Software supported | QuickBooks | /extension-cleanup-review | 5 pts (max 5) |
| 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: Privacy | /privacy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 4 pages of the firm's own site on 2026-09-26 (Firm's own website): AP / AR (0 pts, max 4); 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); Named contact / team (0 pts, max 3); Communication channel / process (0 pts, max 3).
- Not verified. Searched California Board of Accountancy licensee file (DCA public licensee data) for CPA firm records named 'Balance Beam Bookkeeping & Tax' on 2026-09-26: no matching record (State accountancy board): Active CPA firm or individual license (state board) (0 pts, max 8).
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; Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Bookkeeping designation (AIPB/NACPB) or IRS directory credential (0 pts, max 6); 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.
- 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 Beam Bookkeeping & Tax'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.