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Pro Balanced Books, Inc.

Pro Balanced Books, Inc.

Reviews Summary

Consensus: The reviews consistently highlight exceptional bookkeeping services with a strong emphasis on professionalism, accuracy, and responsiveness. Customers praise the meticulous attention to detail, timely communication, and ability to simplify complex financial tasks. Many appreciate the personalized approach, clear explanations, and stress-free experience. The service is highly recommended for small businesses, with particular recognition for QuickBooks expertise, thorough reporting, and going above and beyond to meet client needs. Trustworthiness, reliability, and dedication are recurring themes.

About This Listing

Bookkeeping
Financial Statements
Tax Preparation
Small Businesses
QuickBooks

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
Financial Statements
Tax Preparation
Small Businesses
QuickBooks

Contact Information

Address

31915 Rancho California Rd Suite 200-361

Temecula, California 92591

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8AM-5PM
Tuesday 8AM-5PM
Wednesday 8AM-5PM
Thursday 8AM-5PM
Friday Closed
Saturday Closed

Customer Reviews

Pro Balanced Books helped me get our business organized. Having an already full time job, then starting another business on the side, while juggling many family tasks, I had my hands full and needed help. I reached out to Laura and she helped get me back on track! She provided me various options that were all within our budget. Each month she sends me detailed reports that make my life easy. She is trustworthy, gives me sound advice and recommendations, and she gives me the tools to succeed. My CPA loves h

Pro Balanced Books is an absolutely fantastic! Their attention to detail, accuracy, and professionalism is unmatched. The team is not only knowledgeable and experienced but also incredibly responsive and reliable. Whenever we have questions, they provide clear, timely answers and ensure everything is handled efficiently. If you're looking for a trustworthy, efficient, and detail-oriented bookkeeping service, I highly recommend. They truly care about their clients and go above and beyond to provide exception

Found pro balanced books thru a local BNI chapter and i was blessed to finally find a reliable bookkeeper for my electrical business. Laura went above and beyond for my company, I highly recommended giving Laura a call to handle all of your books. Thank you Pro Balance Books i will be a customer for life. You rock.

Exceptional bookkeeping services! I have a Lawfirm and Laura has been instrumental in organizing my financials. Her expertise and attention to detail are truly appreciated. Laura is always responsive and goes above and beyond to ensure everything is in order. Her dedication to her work is evident, and I'm grateful for the support she provides to my business. I highly recommend Laura's bookkeeping services to anyone looking for a professional, reliable, and knowledgeable bookkeeper.

Highly recommend! Laura is an exceptional bookkeeper, very diligent and candid with her efforts, which I appreciate! A great communicator, too!

Laura is absolutely amazing with our QuickBooks. She is so patient and takes the time to really help you so everything runs smooth. She answers your questions and makes the process very stress free. She is extremely professional and treats you so well. I highly recommend Laura for your bookkeeping needs.

As a business owner, my time is money, and there are tedious chores to run a business as it is bookkeeping that I would rather not do. Laura Bender got my business set up with quick books, showed me how easy it is to do it, and offered further assistance in case I have questions. Laura provided top-notch customer service and freed some time for me. I highly recommend her for any small business owners.

Laura at Pro Balanced Books is a valuable asset to any small business. Her expertise in balancing those "columns" and tailoring profit & loss, quarterly reports, sales tax and other liability reports helps shed a light on performance, progress, goals and growth while keeping things in compliance and helping provide a timeline for the obligations we often forget about. She approaches her bookkeeping from a personal level in an effort to better understand the nature of a business and to streamline things and

I am the Executive Director of a small but growing Non Profit and desperately needed Bookkeeping help. I was in a state of panic and Laura was extremely receptive to our needs. She was professional, timely and thorough in her work and completed all tasks with time to spare. I highly recommend her services.

Laura helped me to get started with QuickBooks for my business. She is very knowledgeable and explains everything in a way that is easy to understand. When I have questions she is very quick to respond.

For anyone in need of exceptional Book Keeper, look no further than Laura at Pro Balanced Books. Her commitment to excellence and customer satisfaction is truly commendable. I highly recommend their services and believe you will be more than satisfied with the results.

Laura is attentive, responsive, and has great attention to detail. She's also flexible and willing to learn a specific niche type of accounting depending on the type of business you have. I hope to be working with her for years to come.

Amazingly patient, and meticulous attention to detail. Laura walked me through the process she used to reconcile my ?cluster?? set of books I had prepared myself. Every line item in my ledger is ballanced. (As long as I keep my fingers out of it. It will stay that way.) Thank you Pro Ballanced Books.

Pro Balanced Books, Inc. has been doing our books since we opened the firm. She is accurate, responsive, timely, and very easy to work with. I appreciate the thorough financial reports and availability to ask questions when I need clarification. Truly the best bookkeeper.

I'm very thankful for Laura. She goes above and beyond for her clients and is great to work with!

punctual always answers our calls, and questions for the succes of our business very knowledgeable and professional .worth every penny.

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.