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Balin Accountancy Corporation is a full-service accounting firm located in San Diego, California. Our goal is to provide our clients with professional, personalized service. If we can assist you in any way in your tax and business affairs, please call our office at (619) 297-1040, or send your questions to us via email.
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Firm Profile
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Josh has over forty years of public accounting experience. He spent seven of those years working in the accounting and tax departments of two national CPA firms. During that time he was promoted to the positions of senior auditor and tax department supervisor. Based on merit, Josh was chosen as one of ten persons selected annually to work in the firm's National Tax Department in Washington, D.C.
Accounting and Bookkeeping Services
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Spend your time building your business - and your profits; let us handle your bookkeeping, recordkeeping, and report filing. We'll work with you to identify the services you need. Then we'll set up a schedule so data is collected, recorded, and handled efficiently and timely. You're likely to save more than our services cost.
Estate & Gift Tax Planning
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Most people don't like to think about death, much less plan for it. And since there is no legal requirement to do estate planning, many of us put it off. Yet the truth is that investing a little time in estate planning can pay off in lower taxes and administrative costs, increased financial security for your loved ones, and best of all, your own peace of mind.
Financial Statements
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More importantly, we can help you use these statements, as well as other reports, to better manage your business and increase your profitability. Prepare financial reports monthly. For year-to-date comparisons and to make quick management decisions, financial reports must be done monthly. Current ratio - Current assets divided by current liabilities will measure your ability to pay your current debts. Debt to equity ratio - Total liabilities divided by net worth will provide you with a year-to-year comparison of your ownership in the company.
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