Balyan Financial Services

Balyan Financial Services

Reviews Summary

Balyan Financial Services, led by Rose, receives unanimous praise for exceptional accounting, tax preparation, and bookkeeping expertise. Clients highlight her professionalism, patience, and deep knowledge in QuickBooks, tax strategy, and financial planning. She simplifies complex processes, offers clear explanations, and provides tailored solutions for both personal and business needs. Many appreciate her responsiveness, efficiency, and ability to turn stressful financial situations into seamless experiences. Her role as a fractional CFO is particularly valued for streamlining operations, improving financial clarity, and fostering business growth. Clients consistently describe her as trustworthy, detail-oriented, and dedicated to maximizing their financial outcomes.

About This Listing

Bookkeeping
Business Consulting
Payroll
Tax Preparation
Entity Structuring
Outsourced Accounting
Small Businesses

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Business Consulting
Payroll
Tax Preparation
Entity Structuring
Outsourced Accounting
Small Businesses

Contact Information

Address

2107 Hyperion Ave

Los Angeles, California 90027

Hours

Sunday Closed
Monday 8AM-8PM
Tuesday 8AM-8PM
Wednesday 8AM-8PM
Thursday 8AM-8PM
Friday 8AM-8PM
Saturday Closed

Customer Reviews

Working with Balyan Financial Services for outsourced CFO support has been one of the best decisions I?ve made for my business. Rose and her team helped me get a real handle on our financials ? from cash flow forecasting and budgeting to month-end close and financial reporting. She also helped clean up a few messy areas in our books and put better processes in place so things run smoother now. What I really appreciated was how she explained things in plain English, not just accounting jargon, and gave hone

Balyan Financial Services was exactly what our retail business needed during a critical transition. Rose stepped in as our interim CFO and brought immediate structure and stability to our financial operations. She handled everything from budgeting and forecasting to compliance and reporting, ensuring our finances were in order and that we had clear insights to guide our decision-making. One of the most valuable contributions Rose made was recruiting, vetting, and hiring our full-time CFO, Tim. She didn?t j

I can't say enough good things about Rose at Balyan Financial Services! She guided me through a complex NetSuite integration with ease, professionalism, and a deep understanding of the system. Her expertise, patience, and problem-solving skills made the process seamless, and I will forever be grateful for her help. If you need someone who truly knows their stuff and is dedicated to delivering top-notch financial solutions, Rose is the one to trust!!!!!!

Rose Balyan exemplifies expertise in accounting and tax preparation. She doesn't just handle tasks; she meticulously crafts solutions tailored to your business needs. For instance, when I had questions about deductions, Rose took the time to explain the intricacies and even provided personalized examples to ensure clarity. Her dedication to her craft and genuine care for her clients truly set her apart. Rose is more than just an accountant; she's a trusted advisor who goes above and beyond to ensure your fi

Rose was amazingly helpful in helping me analyze my business structure and finances to help streamline efficiency for my team. We hired her as our company?s Fractional CFO. Running a small but profitable business, it's tough to know who to turn to to trust with you financials. Rose made me feel so comfortable and at ease with her ability to explain things so thoroughly and smoothly. I am amazed at how nice and explanatory she is with every meeting. I always leave learning more about my business every time I

Rose and her team at Balyan Financial Services are knowledgeable, trustworthy, and efficient when it comes to your bookkeeping needs. As a small business owner, I'm constantly spinning different plates to operate smoothly. Having an incredible team like Rose?s not only gives you peace of mind, but they also allow me to focus on the most important tasks and priorities to grow my business. Anyone with a business that is looking to take it to the next level, do yourself a favor and give Balyan Financial Servi

I have known and used the services of Balyan Financial Services several times now, and have the highest praise for owner Rose Balyan and all the accounting/bookkeeping services she provides. She really knows her QuickBooks and how to save a business money and help one's office or business run 10 times smoother. Her knowledge and skills in her vocation exceeds any accountant I have ever met or known. And her tax advice and assistance have been invaluable to me. Other than this, I can also say that Rose and

Rose is the best thing to happen to my income taxes since the Earned Income Credit! I did a virtual consultation for the first time on the strength of the other 5-star reviews. They were spot on! I needed to file for a previous year and had been putting it off for far too long. I emailed all documents and Rose worked her magic. I was afraid of what I was going to have to pay and left the virtual consultation with my taxes filed and accepted and with a refund!! She asked all the right questions to assess my

I stumbled upon this business through a review I read on yelp as a 28-year-old ?? I am now 30. My 2-year relationship with both Rose has been nothing short of exceptional. She has helped my family and me in a variety of ways: Taxes, Retirement, Medicare Care, Home-Buying, and Refinances. My parents and I were thoroughly impressed by how convenient and efficient it has been from the comfort of our home. Rose?s interpersonal skills continue to foster peace of mind that we are valued. They always ask if we h

I am overjoyed to share my exceptional experience with Rose at Balyan Financial Services. Her dedication and expertise in assisting me with every aspect of creating my S Corp entity, from QuickBooks setup to bank arrangements, have been truly remarkable. Rose's attention to detail and thorough understanding of the process made what could have been a daunting task feel seamless and manageable. She patiently walked me through each step, ensuring that I grasped the intricacies of QuickBooks setup and the nuan

Since we needed accuracy with our tax preparation, I decided to try BFS, and we've been happy with the results! With the tax filing deadline a few days away, Rose and company did all they could to get our taxes done on time without sacrificing accuracy. Through Rose's guidance, we were able figure out the correct deductibles we should file, decreasing the taxes we owed significantly. Rose and company went above and beyond our expectations. Compared to the other tax services I considered and interviewed,

I had such a pleasant experience working with Rose. Luckily I don't have a ton of issues/complicated taxes, but whatever questions or concerns I did have; Rose was able to provide proper guidance and address my concerns in a true professional manner. She is very kind & knowledgable and takes her time to thoroughly explain any concerns you may have. What I enjoyed most about working with Rose is that she is accessible, if I had any questions I would not have to wait x amount of days before I got a response,

Ever since our firm has joined forces with BFS our accounting has been flawless. Rose and her staff conduct themselves with the utmost professionalism and show detailed attention to any size of issue that comes their way. As an Office Manager to a Law Firm of more that 300 employees words cannot express knowing that our accounting records is one issue that I do not have to worry about. Thanks to Rose I am able to focus on other tasks, and if ever an issue Rose and her staff (especially Abraham) jump right o

I've worked with Rose Balyan and Balyan Financial Services on my personal taxes and my business accounting and taxes for the past two years and have been nothing short of impressed. Rose is personable, efficient, knowledgeable and 100% reliable; they put their clients first no matter the circumstances. They make the tax preparation process painless. They were patient as I gathered my needed information; they are responsive; and their explanations and exceptional strategic advice has been clear and concise.

During hard times like these even my own bank that I?ve been doing business with for over 7 years couldn't help me with my Paycheck Protection Program loan because they weren't set up yet. After weeks of waiting around, I turned to Rose and within the hour she got back to me. She was very helpful and informative. I submitted all the required documents the same day. We communicated all along the way and she managed to get my loan approved on the first round even before my bank was ready to accept application

Rose at BFS is like our financial fairy godmother! Her expertise as a fractional CFO has worked wonders for my appliance company. With her magical touch, our business strategies sparkle brighter than ever. Rose's friendly demeanor and top-notch skills make her a joy to work with. If you're looking to make financial magic happen, look no further than BFS!

At first, Rose seems so serious, like we would want any account to be about our fiscal health. However, if you goad her into it, she will show you a great sense of humor. When preparing our taxes every year, she is the most honest, fully documented, thorough accountant I've ever worked with. She's really efficient and will make sure you have everything that you legitimately have coming to you. My family has been going to her for at least the last 5 years. I highly recommend her for both personal and busines

What an awesome experience around the worst time of the year ... the tax season. I gave Rose a call and she picked up immediately. I was able to make an appointment for the weekend and I went on my happy way to meet my potentially new tax preparer. She was SO kind and extremely patient. As my finances change from year to year, I had plenty of questions for her ? which she answered every question in thorough detail. Needless to say, I just met MY new preparer. I cannot express how happy I am with meeting Ros

I had some major life/tax changes last year resulting in several tax-related documents and twice as many questions. I was planning to get my taxes done by that 'big name' company, but something guided me toward this local business instead. I heard a lot of great things about them around the community and decided to give Rose a call. She took the time to talk me through all my concerns; she was like a tax therapist! Very patient, understanding, and helpful. I had such a good experience that I plan to go back

I would like to recommend Balyan Financial Services. I found myself unexpectedly without an accountant for this year's tax preparation and the weeks had dragged on without finding a good solution. ?As the deadline was looming, I went back to the Internet and made a renewed search. ?I ended up finding Rose Balyan and Balyan Financial Services.??I admit I was a bit wary at first about hiring an accountant over the Internet, but various reviews looked great, and she seemed to be coming from a good place. ?And

I was having a lot of problems with the set up of my Quickbooks and the proper allocation of the information. After a grueling 5 hour ordeal with another bookkeeper who claimed to have 35+ years of experience doing bookkeeping, this woman entered and deleted the same information for a single month in an attempt to reconcile my bank account. She then told me to call QB as the problem was with them! As you can imagine, I was extremely apprehensive about hiring yet another bookkeeper! I called Rose and spoke t

Over the summer I got a scary IRS letter about back taxes on unreported "income" from 2016.? It wasn't Rose?s fault - the amounts weren't on the tax filing because they weren't income - it was rollover IRAs.? It turned out the third party companies involved in the rollover did not accurately report it to the IRS.? Nevertheless, Rose replied promptly to my panicked email/phone calls and helped fax in the documentation to the IRS proving that all was in order.? I really appreciated her quick reply and help. T

Rose is hands down the BEST! We've termed her our accounting bestie at our business and hiring her has been hands down one of the best decisions we've made. Truly, the best. She's a numbers rockstar, which is great because we're not and she made tax season this year a breeze. She did everything from monthly bookkeeping to payroll to quarterly estimates to tax preparation. Finding an accountant that reallyyyy got our business and vibed with us has been so tough, so when we found out about Balyan Financial Se

I have worked with various firms around the United States, and I can enthusiastically offer that the professionalism and expertise displayed by everyone at Balyan Financial Services is one-of-a-kind!! During my first encounter, I shared a conversation with Rose. She displayed an in-depth knowledge of tax strategy, legal compliance, and overall financial acumen that is rare. If you want a true partner, you should strongly consider Balyan Financial Services!

Rose, one of the distinguished members of Balyan Financial Services, is the epitome of customer service. Even if you are a tax professional or have rudimentary tax needs, taxes are both painful and stressful. For several years, Rose has removed this pain and stress away from my life with care, promptness, and a thoroughness that tax returns require. Alongside a user-friendly platform to upload documents and view the progress of your filing, Rose minimizes your work and maximizes your return. I would highly

If you've found yourself fumbling around on Yelp still undecided about who to choose as a tax professional or if you should even choose one, just stop right here, because Rose is absolutely amazing. Extremely helpful, knowledgeable, communicative and educational as well. I've gone through TurboTax for yeeeeaars (since college) up until now. I started working for myself and and needed assistance and I couldn't be happier with my experience and return. She's quick, thorough, efficient and even provided me wit

I randomly met Rose through a mutual friend over the holidays and decided to hire her on as our bookkeeper. What a delight it has been, Rose has taken over my messy books and 2022 is a wrap! I waited to write this review until after she completed the 2022 books). I am extremely confident that I found the right fit for my business!

Rose has really been a blessing to my business. Prior to that I was in another state and was looking for a good bookkeeper here in Los Angeles. This has been a year long expedition, seriously, not everyone who calls themselves a "bookkeeper" is really gifted. I have been burned so many times by people messing up my books, not checking with me what I really need, etc. Here's what I learned: 1. She has a unique style and niche. She can see things easy and take the mess (literally clean it up), and willing

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.