Insights

Cloud Accounting Focus Balance Experts, Inc. specializes in cloud technology for bookkeeping and uses QuickBooks Online and Xero, presenting a sales opportunity to SMBs seeking modern, scalable accounting solutions with cloud-enabled workflows.

Virtual CFO Offering With virtual CFO packages, the firm can position for growth-stage businesses needing strategic financial guidance, cash flow management, and tax planning to support scaling initiatives.

Tax and Compliance Services Comprehensive tax preparation and planning services pair with automated filings and tax payments, creating cross-sell potential to current clients and a value proposition for growing companies facing tax complexity.

Tech Stack Leverage Utilizes widely adopted tools (Calendly, AWS, Microsoft 365, Google, OneTrust) which lowers onboarding friction and opens doors to tech-savvy SMBs seeking integrated, secure financial operations.

Revenue Growth Fit Revenue range indicates mid-market to small business clients with ambition and budget for outsourced accounting and scalable services, suggesting opportunities to upsell expanded bookeeping, payroll, and advisory packages as they grow.

Balance Experts, Inc. Tech Stack

Balance Experts, Inc. uses 8 technology products and services including Calendly, Amazon Web Services, WordPress, and more. Explore Balance Experts, Inc.'s tech stack below.

Calendly

Appointment Scheduling

Amazon Web Services

Cloud Hosting

WordPress

Content Management System

OneTrust

Cookie Compliance

Microsoft 365

PHP

Programming Languages

Google Search Console

Web Analytics

Facebook

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Balance Experts, Inc. Email Formats	Example	Percentage
First@balanceexperts.com	John@balanceexperts.com	100%

Balance Experts, Inc. Email Formats

Example

Percentage

First@balanceexperts.com

John@balanceexperts.com

100%

Frequently Asked Questions

What is Balance Experts, Inc.'s phone number?

You can contact Balance Experts, Inc.'s main corporate office by phone at

+1-443-365-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Balance Experts, Inc.'s official website and social media links?

Balance Experts, Inc.'s official website is balanceexperts.com and has social profiles on LinkedIn.

How much revenue does Balance Experts, Inc. generate?

As of September 2026, Balance Experts, Inc.'s annual revenue is estimated to be $1M - $10M.

What is Balance Experts, Inc.'s SIC code and NAICS code?

Balance Experts, Inc.'s SIC code is 8721 - Accounting, Auditing, and Bookkeeping Services and NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does Balance Experts, Inc. have currently?

As of September 2026, Balance Experts, Inc. has approximately 1 employees across 1 continents, including North America. Key team members include Founder & Ceo: A. P. Explore Balance Experts, Inc.'s employee directory with LeadIQ.

What industry does Balance Experts, Inc. belong to?

Balance Experts, Inc. operates in the Accounting industry.

What technology does Balance Experts, Inc. use?

Balance Experts, Inc.'s tech stack includes Calendly, Amazon Web Services, WordPress, OneTrust, Microsoft 365, PHP, Google Search Console and Facebook.

What is Balance Experts, Inc.'s email format?

Balance Experts, Inc.'s email format typically follows the pattern of First@balanceexperts.com. Find more Balance Experts, Inc. email formats with LeadIQ.

When was Balance Experts, Inc. founded?

Balance Experts, Inc. was founded in 2015.

Balance Experts, Inc.

Q: How many employees does Balance Experts, Inc. have currently?

Balance Experts, Inc. has approximately 1 employees.

Q: What technology does Balance Experts, Inc. use?

Balance Experts, Inc.'s tech stack includes Slick, Microsoft 365, W3 Total Cache, prettyPhoto, X-XSS-Protection.

Q: What is Balance Experts, Inc.'s NAICS code?

Balance Experts, Inc.'s NAICS code is 5412 (Accounting, Tax Preparation, Bookkeeping, and Payroll Services).

AccountingMaryland, United States0-1 Employees

Balance Experts, Inc. is a small accounting practice based in Salisbury, Maryland. It concentrates on cloud-enabled financial management, helping clients streamline bookkeeping, gain clarity on numbers, and manage cash flow while planning for growth and tax savings. The firm provides setup and integration of cloud accounting software, along with workflow design and staff training to support digital bookkeeping processes.

It serves businesses seeking scalable, technology-driven accounting support and guidance as they grow. Its offerings include tailored bookkeeping and payroll packages, features such as cloud-based receipt management, automatic tax payments and filings, and direct deposit, as well as business tax preparation and planning and virtual CFO services for growing operations.

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