Books Balanced and Beyond

Books Balanced and Beyond provides customized accounting solutions for businesses in San Diego. Services include accounting software setup, oversight or handling of payables and receivables, and month-end or year-end closing. The firm also supports strategic business planning, fiscal analysis, and critical financial decisions, helping owners understand what is happening in their business. Its experience includes corporate accounting, auditing, accounts receivable, accounts payable, collections, and accounting standards implementation. Tax preparation experience is also noted through participation in the IRS VITA program. The company was founded by Kat Pephens, a Certified Ajera Professional, and Todd Lindbergh, whose background includes accounting, auditing, and financial management. It serves businesses throughout San Diego with customized accounting support.