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← Back to Top 8 Bookkeepers in the Fort Collins-Loveland Area, CO (2026)Balanced Equation
Evidence Score 52/100 at 77% evidence coverage 3 of 8 on the Fort Collins-Loveland area list How the score works
What we could verify
- Registered business?
- Not found in the state registry search
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Not stated on its website
- Local or remote?
- Local + remote
- Software?
- QuickBooks, Xero, Gusto, Bill.com, Hubdoc, Shopify
Who they say they serve: construction, contractors, real estate, professional services, startups (self-reported, from the firm's own website)
2 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 | Balanced Equation | home page | |
| Website | https://balanced-equation.com/ | home page | |
| Office locality | Loveland, CO | home page | |
| Phone | +19706866444 | home page | |
| Offers bookkeeping | Documented: ...you’re a mid-sized business seeking expert accountants to handle tasks like payroll and bookkeeping, or a larger company with multiple entities requiring comprehensive services... | home page | |
| Monthly bookkeeping | Documented: ...your service package accordingly. Whether you're seeking tax preparation services or ongoing accounting support, she is here for you. Passion and Dedication: Jackie is passionate... | /about | 8 pts (max 8) |
| AP / AR | Documented: ...and to identify unusual activity or to capture and correct errors Weekly or monthly bill payment services using the best payment service for your business. Depending upon the size... | /cpa-services/business-accounting-services | 4 pts (max 4) |
| Payroll coordination | Documented: ...Whether you’re a mid-sized business seeking expert accountants to handle tasks like payroll and bookkeeping, or a larger company with multiple entities requiring comprehensive... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...team to make sure all issues and questions are resolved. Alice also ensures that financial statements are delivered on time and accurately. When Alice isn’t working, you can find... | /about | 6 pts (max 6) |
| Industries served (documented) | construction, contractors, real estate, professional services, startups, restaurants, e-commerce, retail, manufacturing, tech companies, home services | home page | 5 pts (max 5) |
| Software supported | QuickBooks, Xero, Gusto, Bill.com, Hubdoc, Shopify | /cpa-services | 5 pts (max 5) |
| Local / remote model stated | Local + remote | home page | 3 pts (max 3) |
| What is included / excluded | Documented: ...the accounting processes allowing your businesses to easily scale. Our Core Values include: Integrity and Ethics This means we maintain confidentiality, are transparent, and... | /about | 5 pts (max 5) |
| Onboarding described | Documented: ...QuickBooks, accounts payable and accounts receivable processes. Contact Us Today Here’s How It Works Fill Out the Form Below: Start by completing the form below so we can learn... | /cpa-services/financial-systems-audit | 4 pts (max 4) |
| Reporting cadence stated | Documented: ...stay financially organized and focused on business growth. From monthly bookkeeping to quarterly financial reporting, our CPA accounting services are tailored to meet your unique... | /cpa-services/business-accounting-services | 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: Privacy Policy | home page | 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): Catch-up / cleanup (0 pts, max 5); Pricing approach published (0 pts, max 6); Communication channel / process (0 pts, max 3).
- Not verified. Searched Colorado Secretary of State business entities (data.colorado.gov 4ykn-tg5h) for 'Balanced Equation' on 2026-09-26: no matching record (State business registry): Entity found in the state business registry (0 pts, max 6); Years operating (registry formation date) (0 pts, max 5).
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); Bookkeeping designation (AIPB/NACPB) or IRS directory credential (0 pts, max 6); Named contact / team (0 pts, max 3).
Check it yourself on the state's own records: Colorado State 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
- 19 of 22 evidenced items come from Balanced Equation'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.