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← Back to Top 6 Bookkeepers in the Portland-South Portland Area, ME (2026)BalancedReturns
Evidence Score 44/100 at 75% evidence coverage 2 of 6 on the Portland-South Portland area list How the score works
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Not stated on its website
- Local or remote?
- Local + remote
- Software?
- QuickBooks Online
2 of 5 answered from a dated source.
Documents 5 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 | BalancedReturns | home page | |
| Website | https://balancedreturns.com/ | home page | |
| Office locality | Portland, ME | home page | |
| Service area | United States (stated by the firm) | /services | |
| Phone | +12072325845 | home page | |
| Offers bookkeeping | Documented: ...experts Balance Your Books. Maximize Your Returns. BalancedReturns is a professional bookkeeping and tax preparation firm headquartered in Portland, Maine. We deliver comprehensive... | home page | |
| Monthly bookkeeping | Documented: ...need accurate, compliant books Every engagement includes secure, cloud-based systems, monthly reconciliations, and clear reports so you always know where your business stands, no... | /services | 8 pts (max 8) |
| Catch-up / cleanup | Documented: ...• Bank and credit card reconciliations • Accounts payable and receivable management • Catch-up bookkeeping to update months or years of data QuickBooks • QuickBooks Online setup... | home page | 5 pts (max 5) |
| AP / AR | Documented: ...• Monthly and/or quarterly bookkeeping • Bank and credit card reconciliations • Accounts payable and receivable management • Catch-up bookkeeping to update months or years of data... | home page | 4 pts (max 4) |
| Payroll coordination | Documented: ...review QuickBooks file restoration or recreation Ongoing system support and training Payroll Weekly, biweekly, or monthly payroll processing Direct deposit and pay stub generation... | /services | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...Financial Consulting Cash flow analysis and forecasting Financial performance review Financial statement preparation Chart of accounts restructuring Budgeting and expense... | /services | 6 pts (max 6) |
| Software supported | QuickBooks Online | home page | 5 pts (max 5) |
| Local / remote model stated | Local + remote | /services | 3 pts (max 3) |
| What is included / excluded | Documented: ...into a useful management tool instead of a source of stress. Our QuickBooks services include: Initial QuickBooks Online setup tailored to your industry and entity type Custom Chart... | /services | 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 Policy | /privacy-policy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 5 pages of the firm's own site on 2026-09-26 (Firm's own website): Industries served (documented) (0 pts, max 5); Pricing approach published (0 pts, max 6); 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 the IRS PTIN holder file (updated 2026-02-23) for business name 'BalancedReturns' in Portland, ME 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): 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: Maine 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
- 21 of 23 evidenced items come from BalancedReturns'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.