MEET THE TEAM


ALLOW US TO INTRODUCE OURSELVES,




M E E T


Bethany Endres


EA | Founder & CEO

Born and raised in the vibrant Coachella Valley,


Bethany’s roots have played a significant role in shaping her dedication to community and excellence.  With a solid foundation in finance and a passion for empowering business, she embarked on a journey to redefine how financial services impact your success; with over two decades of helping businesses with all things accounting.  As a licensed Enrolled Agent, and a QuickBooks online expert, Bethany has dedicated her career to simplifying the complex world of accounting and bookkeeping.  From the beginning, her goal has been to bridge the gap between financial expertise and personalized, client-focused service.

While her days may be filled with numbers and strategies, Bethany’s heart lies with her wonderful family - a loving husband and three amazing children.  When not immersed in spreadsheets, you can find her enjoying quality time on the Colorado River, creating cherished memories that fuel her dedication to helping businesses navigate their financial landscapes.

Whether you're a seasoned entrepreneur, or just starting your business journey, Bethany invites you to connect with her.  Let's explore 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.