The Balancing Act – Bookkeeping Services

Carol is the best bookkeeper I’ve ever used, and that’s saying something, as I’ve hired many over the past few decades of owning an operating my own businesses. She’s competent, quick and reliable. She’s a great communicator. And, my accountant gives her very high marks. I recommend her without reservation.

I can’t recommend Carol highly enough!
I’ve been doing my own bookkeeping in Quickbooks for the past 3 years (I originally hired an accountant to set me up…) I had made a mess of certain parts of my accounting (for example, I hadn’t reconciled my statements for 3 years ;-(
I hired Carol for a one time visit. She was able to explain accounting concepts to me in a very simple, clear way so that I understood them…
Within a single two hour session, she was able to clear up a lot of the mistakes I had made, and also teach me what I needed to do to clean up the rest.
Carol was extremely kind and compassionate– I was embarrassed by some of the mistakes I had made in the past, but she was very non-​judgmental.
I feel like a huge weight has been lifted off of my shoulders… I thought she did a great job, and her price was reasonable.

I struggled for years doing my own book keeping under the premise that I couldn’t afford a book keeper. I was wrong. carol’s dedication to her work and her clients means she really gets involved with your numbers and really gets to the nitty gritty of a business’ finances. Her integrity and work acumen make her a huge asset and I can vouch for the fact that, not only are my books in better shape, but carol has saved me money. If you haven’t got a book keeper, and you write more than trhee invoices a year, get one and, if you are lucky, that one will be Carol Cohen of the balancing act.

Carol is one of the most fantastic people I know. I work in the financial services industry and find it hard to find people that do quality work, know what they are doing, and provide great service. Carol accomplishes all of those things, and goes above and beyond. She has great knowledge about taxes and has passed all parts of the CPA exam, even though she is not licensed as a CPA. You will not be disspointed with her work, and she will help your business become more successful, by freeing up your time, and helping you concentrate on what you do best.

They helped me out on such short notice and got the job done with no problems. Thanks!

I wanted to work with a bookkeeper who could assist me with the basics of accounting in the initial phase of establishing my own business and get me set up on Quickbooks, as well as be able to answer more complicated questions as I got deeper into the business. Carol Cohn of The Balancing Act was able to do all of that. Her many years of experience and her knowledge of accounting/​bookkeeping, plus her non-​judgmental attitude, was exactly what I was looking for. I highly recommend her.

Carol is fondly thought of as the «Momma Bear» by her regular bookkeeping clients. I think this says a lot about her skills and approach to her work. You want a bookkeeper to tell you are doing a good job but if you have blind spots, you want someone to tell you straight up so you can fix it right away.
Carol has a great passion for her work and that is expressed in so many ways. She cares deeply for her clients as if she was a family member but has the perspective of an experienced and seasoned bookkeeper, bringing in her years of knowledge from the private sector working as a Controller for 10 years for an international corporation headquartered in the San Francisco Bay Area.
Carol Cohn of The Balancing Act has a hands on approach that is rare. She will literally come to your place of business in the Oakland and Berkeley area and sit down with you and walk through your paperwork and Quickbooks. Your accountant will love her after she straightens you out.

I have been associated with Carol for many years. She is very knowledgeable and savvy, she has an uncanny ability to grasp a situation quickly, and with her many years of experience, she can enhance and improve any system in place. She’s especially good at creating – and tracking – budgets. Her grasp of QuickBooks always surprises me. She specializes in working with individuals and sole proprietors, and especially in responding to the client’s needs and adapting to the client’s special circumstances. She comes to your home or office! (or works from her office).
I wholeheartedly recommend Carol as an excellent bookkeeper, she’s also very trustworthy.

As far as I am concerned, Carol Cohn of The Balancing Act Bookkeeping Services, is an essential part of any small business operation, in the Oakland/​Berkeley area. She works closely with your accountant so that you can focus on your business, and not paperwork. If my accountant is happy, I am happy and my accountant loves Carol Cohn. If you hate keeping your books straight, like me give Carol a call.