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Meet The Team

Your trusted bookkeeping partners

Kathy Carlson founded Balancing The Books in 1992, starting with QuickBooks® and quickly becoming a trusted resource for training and support in the San Francisco Bay area. Over 30 years, the firm expanded to offer expert bookkeeping and payroll services, serving clients remotely nationwide via QB Online. They’ve helped thousands of businesses delegate financial tasks with their in-depth knowledge and personalized approach.

Kathy Carlson

Senior Bookkeeping Specialist

Kathy Carlson founded Balancing The Books in 1992, starting with QuickBooks® and quickly becoming a trusted resource for training and support in the San Francisco Bay area. Over 30 years, the firm expanded to offer expert bookkeeping and payroll services, serving clients remotely nationwide via QB Online. They’ve helped thousands of businesses delegate financial tasks with their in-depth knowledge and personalized approach.

I started with Balancing The Books in January 2019. I enjoy the fast paced small office vibe that comes with working here and all of the clients I get to work with. I have met some very amazing people along the way and appreciate the opportunity to work with them and their companies! Living and working in this community has been a great way to stay involved with local businesses.

Sabrina Tozi

Accounts Reconciliation Expert

I started with Balancing The Books in January 2019. I enjoy the fast paced small office vibe that comes with working here and all of the clients I get to work with. I have met some very amazing people along the way and appreciate the opportunity to work with them and their companies! Living and working in this community has been a great way to stay involved with local businesses.

Andrea Victorino

Data Entry and Audit Analyst

Steffanie Moser

Data Entry and Audit Analyst

Our Team

Our team is made up of skilled professionals who are passionate about helping small businesses succeed. We work closely with your tax preparer to ensure your business benefits from the best practices and reporting for a successful year end. If you’re ready to take control of your business’s finances with reliable bookkeeping, we’d love to work with you. Contact us today to learn how we can help you stay organized, compliant, and ready for growth.

“I have worked with Kathy Carlson and staff for over 25 years. I have had such a good relationship with Kathy, always helping with all my needs and has taught me a lot about keeping up my books and helping me with any problems with my computer. I couldn't ask for better service Thank you Balancing The Books so much.”
Sandy Haskins
Sandy Haskins Coyote Creek Cutting Horses

“You are our primary focus; the lens from which we view all of our decisions.”

Laura James

Codetic

Let’s explore your business needs and how we can support your team! Contact us today at 209-267-1007 or through our Contact page, and one of our representatives will reach out to you.

Let’s explore your business needs and how we can support your team!

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Your Trusted Bookkeeping Partner, we understand that keeping your financials organized and up-to-date is essential for the success of your business.

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Location: Home Office –
431 Sutter Hill Rd
Sutter Creek, CA 95685

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Tax-Ready Confidence
Your books stay clean, accurate, and accountant-ready—no scrambling, no surprises, no last-minute panic.

Financial Clarity
Easy-to-understand reports show exactly where your money goes and how your business is really performing.

Ongoing Bookkeeping
Accurate monthly bookkeeping keeps your finances organized, predictable, and ready for smarter business decisions.

A Partner, Not Just a Bookkeeper
Ongoing support and financial insight so you can grow confidently, knowing your numbers are handled.

Clean-Up & Catch-Up
Behind on bookkeeping? We clean up past transactions and bring your finances fully up to date.

Established Business Strategy
We’ll bring our 30+ years of experience on QuickBooks. We’ll work side by side with your team getting up to speed on your current processes for a smooth transition. We’ll address any concerns you might have. Then we can address how these processes can evolve to better support your business.