Monday - Friday9:00am - 5:00pm

Client Reviews

Through the years, we have been blessed to work with so many incredible clients.  Here is what just some of them have to say about working with Simply Balanced Bookkeeping.

“I was introduced to Patti Spilsbury – Simply Balanced Books in 2017, via email from my CPA to help me set up my PLLC checking account for my Real Estate business. We spoke on the phone and she efficiently guided me on how to give her access to my business checking account as an admin to extract my bank statements and connect with QuickBooks. She was very efficient, professional and patient. Within an hour on the phone she had everything uploaded and coded to fit my business. She would then check in with me to make sure everything was working smoothly. I thought I could keep up on it, but realized I needed to turn my bookkeeping back over to her to updated quarterly. What a relief. She is able to navigate through statements and tax returns to make sure they match by logging in online and talking with me on the phone. She has made my life much easier and I have peace of mind knowing that I can run my business more efficiently without having to manage the bookkeeping aspect of it. Again, Patti is a true professional and very efficient. I recommend her highly”

Becky Bell – Keller Williams Integrity First Realty

“I found Patti when I was in search of a QuickBooks Online Expert to help me get a better handle on the functions of QuickBooks Online, but what I ended up getting was a whole lot more. It’s been several years since we started working together and she is genuinely one of my favorite people to work with for a number of reasons. As a bookkeeper she’s thorough, timely and extremely quick to reply. She also makes sure to follow up with me if there’s information she needs and I forget to send it (which I am guilty of once in awhile!). As a QuickBooks Online learner, I’ve gained a thorough understanding of how to run my QuickBooks Online on a day to day basis. Whether running my own payroll (which has saved me a lot of money and headaches), to being able to run and read reports, to making sure everything is categorized correctly and reconciled the way it should be – Patti has always taken great care of me. Whether you’re looking to be a better QuickBooks Online user, need an excellent bookkeeper for month to month reconciliation, or (like me) need both, I highly recommend Patti for all your QuickBooks Online needs”

Wills Amstutz – Owner – Windows and Wheels Auto Detailing

“Patti at Simply Balanced Books has been a huge asset to my small business! Not only is she thorough with her bookkeeping, but she has also given help and advice in other areas of my business when needed. They have saved our business thousands of dollars by catching bank errors on checks deposited but not properly credited to our bank account. I highly recommend any small business owner to try Simply Balanced Books for their bookkeeping needs. I’ve already recommended them to several other businesses and will continue to do so!
Thank you Patti!”

Howard Hansen – Owner – Heartwood Tree Care, LLC

“Patti was so helpful when we started our new business. Patti was always prompt in answering her phone calls and emails and was quick and efficient in solving our QuickBooks questions and issues. Each time I called; I always left the conversation knowing that things would be done accurately because of her help. I would recommend Simply Balanced Bookkeeping to any of my friends or family looking for help with bookkeeping needs for their businesses”

Erinn Johanson – Office Manager – Gurr Brothers Construction

“Filing and paying monthly sales taxes is something I struggled to find the time to do. My time is best spent running my business and making money, not paying penalties and interest for late filings. I was fortunate to find Simply Balanced Bookkeeping to complete this essential requirement for me. I highly recommend them for all of your bookkeeping needs. They are an excellent resource and valuable team player”

Robert Winegar – Managing Partner – Desert Growth Ventures.

© 2017 - 2024 Simply Balanced Books, LLC | All Rights Reserved