Who Are We Anyway?
Our skilled professionals offer a full range of QuickBooks bookkeeping & payroll services for businesses and non profit organizations. 

Kathy Carlson established the firm in 1992 with her purchase of the very first Windows release of QuickBooks®. Other new users began relying on her natural ability and in depth understanding of the software. Within four years Balancing The Books was in full swing training and supporting users in the San Francisco Bay area. As business owners were ready to delegate, we were there to step in with expert bookkeeping & payroll services. We are able to provide our services remotely or with QB Online to businesses throughout the country. Balancing the Books has worked with thousands of clients during our 30 years.

Andrea Victorino worked with a CPA part time for 15 years in Portland, Oregon. She assisted with tax prep and provided bookkeeping & payroll services there. Andrea has been on staff with Balancing the Books since 2018. She provides local representation in the Portland area offering bookkeeping and payroll services. 

We maintain a consistently high level of professional care and confidentiality in each project. We guarantee the accuracy of our work, as we know our clients would expect nothing less. Your problem is our project. 

We work closely with many CPA's on a regular basis. We bridge the gap between the day to day activity of a business and the big picture your CPA requires resulting in accurate decision making information and a seamless year-end. 


We offer expert QuickBooks Desktop training and support for companies who do their own bookkeeping

We can recommend a great CPA or work with yours
Let’s discuss the needs of your business and how we can become part of your team!
Contact us today at 209 267-1007 or using our Contact page 
and one of our representatives will get in touch with you.