MEET THE TEAM

ALLOW US TO INTRODUCE OURSELVES,

M E E T

Founder & CEO

Bethany Endres

Born and raised in the vibrant Coachella Valley,

Bethany’s roots have deeply shaped her commitment to community, integrity, and excellence. With a strong foundation in finance and more than two decades of experience in tax, accounting, and bookkeeping, she set out to redefine how financial services empower business owners.

As a QuickBooks online expert, Bethany has dedicated her career to simplifying the often complex world of accounting, tax compliance, and financial management. Her mission has always been to bridge the gap between technical financial expertise and personalized, client-focused service—giving business owners clarity, confidence, and control over their finances year-round, not just at tax time.

Beyond the numbers, Bethany is a devoted wife and mother to three amazing children. When she’s not immersed in financial strategies and spreadsheets, she enjoys making memories with her family along the Colorado River—time that recharges her passion for helping businesses thrive.

Whether you’re a seasoned entrepreneur or just beginning your business journey, Bethany invites you to connect. Discover how Balanced Edge can be the catalyst for your financial success.

HERE TO HELP BUILD YOUR FINANCIAL FUTURE.

FAQs

Monthly bookkeeping is not only mandated for small businesses by the IRS (Pub. 583), but it also offers numerous advantages. These include the ability to make informed financial decisions, identify discrepancies, prevent underreporting or over-reporting, and avoid penalties, among other benefits.
As a participant in the "QuickBooks Online ProAdvisor Program," we solely utilize QuickBooks Online to manage your business bookkeeping requirements. If you don't have a subscription, no need to worry – we can provide you with a discounted subscription rate!
Certainly! We currently assist clients throughout the entire United States, delivering our services remotely through various secure cloud-based platforms. While our home base is in southern California, we have a widespread clientele spanning across North America.
With over 8 years of expertise, we have been dedicated to collaborating with small businesses in the service industry. Our clientele includes a diverse array of businesses such as barbershops, real estate agents, web designers, photographers, lawyers, massage therapists, business coaches, social media agencies, general contractors, plumbing companies, and many others.

To begin, arrange a complimentary bookkeeping consultation. In this discussion, we will outline the specific requirements for initiating your services. Standard documents requested include Articles of Organization/Incorporation, EIN Number, Business Bank Statements, Loan Statements/Balances, and any relevant financial statements.
Opting for a lower cost is not always the best choice! It is crucial to collaborate with a seasoned bookkeeper to ensure you receive accurate financial reports, providing clarity on your income sources and expenditures. Managing a small business is a significant challenge, and when you factor in tasks like payroll, expense categorization, and tax preparation, the stress can become overwhelming. Effective bookkeeping not only enhances your profitability but also saves you time, allowing you to concentrate on what truly drives your passion: your services or products!
Bethany, our founder, possesses expertise in initiating and expanding small businesses. Balanced Edge® has earned a reputation in the industry for exceeding expectations and consistently going the extra mile for our clients.
Yes, we can provide references upon request. Our satisfied clients can share their experiences working with us.