Business Details
Your Trusted Advisor for Small Business Accounting and Tax Needs
Balcerzak Financial Services has been a trusted partner for small businesses and individuals in the Denver area for over 35 years. Our mission centers on maximizing business profits through accurate financial reporting and strategic tax planning while minimizing tax liabilities. With a team of certified professionals, including CPAs and QuickBooks experts, we deliver personalized accounting, tax, and advisory services tailored to diverse industries.Our core values of confidentiality, honesty, and responsiveness ensure clients receive secure, transparent, and timely support. We pride ourselves on acting as an extension of our clients' management teams, offering insights that drive growth and financial stability.
Services
Accounting Services
Tax Planning
Payroll Processing
QuickBooks Support
Business Advisory
New Business Formation
Financial Planning
CFO Consulting
Highlights and features
- We offer 35+ years of experience in accounting and tax services for small businesses.
- Our team includes certified QuickBooks Pro Advisors and licensed CPAs.
- We provide personalized, industry-specific financial strategies for diverse sectors.
- Our responsive service prioritizes timely communication and client education.
- We combine corporate expertise with small business agility for actionable insights.
Associations and certifications
- CPA
What people say
Very professional, thorough and knowledgeable
Helpful recommendations
Instrumental in securing loans
Keen input on financial strategy
Efficient staff
Services
Small Business Accounting
Our experts maintain accurate financial records, reconcile accounts, and generate monthly financial packages including balance sheets and income statements. This service ensures businesses have real-time data for informed decision-making while complying with regulatory requirements. Clients receive actionable insights to improve financial performance.
Tax Planning
We develop year-round tax strategies to legally minimize liabilities for businesses and individuals. By analyzing financial positions and industry-specific deductions, we optimize tax outcomes while ensuring compliance with evolving regulations. Our proactive approach includes quarterly planning sessions to adjust strategies as needed.
QuickBooks Setup
Certified Pro Advisors assist with QuickBooks setup, customization, and ongoing support for desktop and online versions. We train clients on software features, troubleshoot issues, and integrate systems with payroll and tax platforms. This ensures efficient financial management tailored to business workflows.
Business Advisory
We act as an extension of management teams, offering budgeting, acquisition due diligence, and operational consulting. Our experts analyze financial health, identify growth opportunities, and provide strategic recommendations based on industry benchmarks and 35+ years of cross-sector experience.
Payroll Services
We manage payroll processing, tax filings, and compliance for hourly and salaried employees. Services include direct deposit setup, wage calculations, and year-end reporting. Our solutions reduce administrative burdens while ensuring accurate, timely payments and adherence to federal/state regulations.
People
Ed Balcerzak
President
CPA and CMA with 35+ years in corporate finance, including roles at AT&T and Kodak. Adjunct professor at Denver University, teaching taxation. Holds MBA from University of Rochester and manages a coffeehouse franchise.
Rosina Miller
Senior Bookkeeper
Over 10 years with the firm, specializing in bookkeeping for construction, timber, and retail industries. Expertise in tax preparation for diverse sectors. Graduated from Dixie College and enjoys outdoor activities with her family.
Amie Gardner
Senior Bookkeeper
25+ years of experience in tax preparation and QuickBooks expertise. Serves hundreds of businesses and individuals, focusing on accurate financial reporting and client education for long-term financial health.
Maria Zazueta
Senior Bookkeeper
Certified accounting professional with 5+ years at the firm and 20+ years in customer service. Graduated from Emily Griffith Technical College, passionate about delivering timely financial insights to small businesses.
Elya Kinsey
Consultant
CPA with experience at KPMG and as owner of a tax practice. Specializes in R&D credits, tax consulting for Fortune 500 companies, and individual/business tax planning. Holds advanced degrees in finance and accounting.
Questions
What accounting services do you offer for small businesses?
We provide full-cycle accounting, including bookkeeping, financial reporting, accounts payable/receivable, and monthly financial packages with balance sheets and income statements.
Do you specialize in tax planning for specific industries?
We serve diverse sectors including healthcare, construction, retail, and professional services, offering tailored tax strategies to minimize liabilities and ensure compliance.
How do you support businesses with payroll needs?
We handle payroll processing, tax filings, and compliance for 30% of our small business clients using integrated solutions for accuracy and efficiency.
What advisory services help businesses grow?
Our services include budgeting, financial planning, acquisition due diligence, part-time CFO support, and strategic business consulting to drive growth.
Are you available for urgent client consultations?
We prioritize timely communication and offer quarterly strategy meetings to address urgent financial planning or operational concerns.
