QuickBalance, LLC
What we could verify
- Registered business?
- Registration found: Colorado Secretary of State, status Good Standing, formed 2013
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Quote only (stated)
- Local or remote?
- Local
- Software?
- QuickBooks
Who they say they serve: construction, retail, hospitality (self-reported, from the firm's own website)
4 of 5 answered from a dated source.
Documents 3 of 5 core services; states it prices by quote; registered entity verified.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | QuickBalance, LLC | home page | |
| Website | https://www.quickbalancebookkeeping.com/ | home page | |
| Office locality | Johnstown, CO | home page | |
| Service area | United States (stated by the firm) | /about.htm Oct 3, 2026 | |
| Phone | +19706908996 | home page | |
| Offers bookkeeping | Documented: ...use QuickBooks to the fullest. Get a Free Consultation | 970-690-8996 Small Business Bookkeeping Rely on us for precise financial data that will enable you to track expenses and... | home page | |
| Monthly bookkeeping | Documented: ...offer support to QuickBooks users; offering QuickBooks set-up, QuickBooks training, and ongoing bookkeeping for small to mid-sized businesses. Schedule a Free Consultation Find... | /about.htm Oct 3, 2026 | 8 pts (max 8) |
| Payroll coordination | Documented: ...time so you can be confident that your data is being recorded accurately. Read More Payroll Services When we manage your payroll, you’ll breathe easier knowing that an experienced... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...accounting offers more than just someone to oversee your bookkeeping and compile financial statements. When you sign on with us, you’ll gain a real partner who takes an active... | /small-business-accounting-services.htm | 6 pts (max 6) |
| Industries served (documented) | construction, retail, hospitality | /about.htm Oct 3, 2026 | 5 pts (max 5) |
| Software supported | QuickBooks | home page | 5 pts (max 5) |
| Local / remote model stated | Local | /quickbooks-accounting-services.htm | 3 pts (max 3) |
| Pricing approach published | Quote only (stated): "free quote" | /payroll-services.htm | 6 pts (max 6) |
| What is included / excluded | Documented: ...a consultation through our website and we’ll contact you. Our QuickBooks setup services include: Help selecting the right version of QuickBooks for your business Installing your... | /quickbooks-setup.htm | 5 pts (max 5) |
| Reporting cadence stated | Documented: Standard Monthly Package Monthly Reconciliation and Balance of account: Up to 3 single-user accounts, up to 250 total transactions Reports and Interpretation: Profit & Loss... | /packages.htm Oct 3, 2026 | 4 pts (max 4) |
| Entity found in the state business registry | Business registration found: QuickBalance, LLC · CO entity ID 20131330262 · Colorado Secretary of State · Good Standing | State business registry Third-party Sep 26, 2026 | 6 pts (max 6) |
| Operating 1+ year (registry formation date) | Formed 2013-06-01 (formation date of a Colorado-formed entity) | State business registry Third-party Sep 26, 2026 | 5 pts (max 5) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Oct 10, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: Privacy | /privacy.htm | 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); AP / AR (0 pts, max 4); Onboarding described (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 'QuickBalance, LLC' in Johnstown, CO 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).
Check it yourself on the state's own records: Colorado State Board of Accountancy license search and business registry search.
- Entity found in the state business registry: Business registration found: Colorado Secretary of State business entities (data.colorado.gov 4ykn-tg5h) lists QuickBalance, LLC (CO entity ID 20131330262), status Good Standing, checked 2026-09-26. It confirms a registered entity, not a license to practice accountancy.
- Operating 1+ year (registry formation date): The registry records 2013-06-01 as the formation date of a Colorado-formed entity.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 21 of 25 evidenced items come from QuickBalance, LLC'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.