Updated:
← Back to Top 31 Bookkeepers Elsewhere in California (2026)Balanced Books
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified (searched the state board)
- Publishes prices?
- Quote only (stated)
- Local or remote?
- Local
- Software?
- QuickBooks Online, QuickBooks Desktop
Who they say they serve: medical, technology, healthcare, retail, dental (self-reported, from the firm's own website)
3 of 5 answered from a dated source.
Documents 4 of 5 core services; IRS preparer record found for a named person; states it prices by quote.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Balanced Books | home page | |
| Website | https://getbalancedbooks.com/ | home page | |
| Office locality | Turlock, CA | home page | |
| Service area | United States (stated by the firm) | /join-our-team Oct 2, 2026 | |
| Phone | +12096344099 | home page | |
| Offers bookkeeping | Documented: CPA & Bookkeeping Services In Turlock & Modesto Ca I Balanced Books Skip to content Balanced Books... | home page | |
| Catch-up / cleanup | Documented: ...this CONTACT FORM and we’ll guide you through each step. Absolutely! We specialize in catch-up bookkeeping services and will help bring your financial records up to date, no... | home page | 5 pts (max 5) |
| AP / AR | Documented: ...burdens and ensuring your employees are paid accurately and on time. Additionally, our accounts payable and accounts receivable management services streamline your financial... | /what-we-do/accounting-bookkeeping | 4 pts (max 4) |
| Payroll coordination | Documented: ...including expert bookkeeping services, tailored QuickBooks solutions, full-service payroll processing, and professional consulting services to help you make more informed... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...From precise transaction recording and reconciliation to preparing detailed monthly financial statements, our accounting and bookkeeping services ensure that every financial... | /what-we-do/accounting-bookkeeping | 6 pts (max 6) |
| Industries served (documented) | medical, technology, healthcare, retail, dental, franchises, professional services, consultants | home page | 5 pts (max 5) |
| Software supported | QuickBooks Online, QuickBooks Desktop | home page | 5 pts (max 5) |
| Local / remote model stated | Local | /what-we-do/quickbooks-solutions | 3 pts (max 3) |
| Bookkeeping designation (AIPB/NACPB) or IRS preparer record | IRS preparer record for Crystal Ellen Stapleton · CPA (self-reported to the IRS, not a state license) · business name on the record: BALANCED BOOKS, LLP | IRS preparer records Third-party Sep 27, 2026 | 6 pts (max 6) |
| Pricing approach published | Quote only (stated): "Custom Pricing" | /who-we-serve/bookkeeping-for-service-based-busi | 6 pts (max 6) |
| Onboarding described | Documented: ...various industries. Getting started with our bookkeeping services is easy! Here’s how it works: Initial Consultation: Contact us to schedule a free consultation where we’ll discuss... | home page | 4 pts (max 4) |
| Reporting cadence stated | Documented: ...From precise transaction recording and reconciliation to preparing detailed monthly financial statements, our accounting and bookkeeping services ensure that every financial... | /what-we-do/accounting-bookkeeping | 4 pts (max 4) |
| Named contact / team | Crystal Stapleton, CPA | /about | 3 pts (max 3) |
| Communication channel / process | Documented: ...and handling any other services you’ve selected. Ongoing Support: You’ll have a dedicated bookkeeper and ongoing support to ensure your finances are accurate and up-to-date, with... | home page | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Oct 2, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: Privacy Policy | /privacy-policy | 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); What is included / excluded (0 pts, max 5).
- Not verified. Searched California Board of Accountancy licensee file (DCA public licensee data) for CPA firm records named 'Balanced Books' 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): 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: California Board of Accountancy license search and business registry search.
- Bookkeeping designation (AIPB/NACPB) or IRS preparer record: The IRS's public file of active tax preparers (PTIN holders, updated 2026-02-23) lists Crystal Ellen Stapleton under the business name 'BALANCED BOOKS, LLP' in Turlock, CA. The record lists: CPA. It is one individual's IRS preparer record, not a firm license or a directory listing. Its CPA entry is self-reported to the IRS and is not a state CPA license. 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
- 21 of 24 evidenced items come from Balanced Books's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
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