Our Story

Balanced Equation is located in Loveland, Colorado and is an expert in all areas of accounting, taxes, consulting, and business services.

Your Trusted Advisor

Jackie Compton, CPA

Jackie founded Balanced Equation in 2012 because she loves small business and everything it stands for: Independence, Creativity and people on a mission for self-created success. Since then, she and her team have provided tax and accounting advice and services helping hundreds of individuals and business to achieve their financial goals.

With over 30 years of experience in the accounting profession, working in both large multi-national corporations as well as small start-up business and individuals, she brings a great breadth of knowledge and experience to her clients. From tax and strategic planning to accounting and business consulting, the team at Balanced Equation is here to support you and your success.

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Working with Us

Welcome to Balanced Equation

Welcome to Balanced Equation, where we proudly serve clients across Colorado, with a base in Northern Colorado near Greeley and Fort Collins. Our founder, Jackie, specializes in providing personalized tax and accounting solutions to meet the needs of individuals and businesses alike.

Balanced Equation offers a comprehensive range of services to meet your tax and accounting needs, no matter what they happen to be. Whether you're an individual seeking tax preparation services or a business in need of monthly accounting support, we've got you covered. Our services include:

  • Individual tax preparation

  • Business tax preparation for C-corps, S-corps, partnerships, and individuals

  • Monthly accounting services for those looking to outsource their bookkeeping

Who We Serve

We thrive on serving clients who are invested in their businesses and seek ongoing support and guidance. Our ideal monthly client is a growing business owner who values coaching and insights from a financial expert. We specialize in working with individuals and businesses with more complex tax situations, including those with W-2 income, investment income, rental properties, small business ownership, and 1099s. Jackie takes pride in providing knowledgeable advice and strategic planning to minimize tax liability and optimize financial outcomes.

Jackie has special interest in assisting coffee shop and cafe owners with their tax and accounting needs. A passionate patron of locally owned coffee houses, she provides tailored guidance and support to help businesses in this industry reach their goals.

Balanced Equation also has expertise in working with clients who hope to qualify for R&D tax credits to fuel innovation and growth in their businesses. We understand the importance of staying ahead of industry trends and continuously improving offerings to meet customer demands. Whether you're a small independent coffee shop or a firm innovating in the technology sector, we're here to help you navigate tax laws.

Why Choose Balanced Equation?

Expertise and Knowledge: As a CPA and member of AICPA and the Colorado Society of CPAs (COCPA), Jackie brings a wealth of expertise and knowledge to every client interaction. She stay up-to-date on the latest tax legislation and industry trends to ensure that every client receives the most accurate and relevant advice.

Personalized Approach: At Balanced Equation, no client is just a number. Jackie will take time to listen to your needs and tailor your service package accordingly. Whether you're seeking tax preparation services or ongoing accounting support, she is here for you.

Passion and Dedication: Jackie is passionate about what she does and dedicated to helping clients succeed. She approaches every client engagement with enthusiasm and energy, and is committed to delivering the highest level of service and support year-round.

Honest and Transparent Communication: We were founded on the belief that open and transparent communication with all clients is essential. If Jackie doesn't have the answer to a question, she'll find it. She will also provide honest feedback and advice, even if it means telling you that you may outgrow Balanced Equation's services in the future. We're here to support you every step of the way on your financial journey.

Focus on Education and Charitable Giving: Jackie is committed to giving back to our community and supporting education-focused charitable initiatives. She believe in the power of education to make a positive impact on individuals and communities, and Balanced Equation is proud to be actively involved in supporting various causes.

Whether you're the owner of a growing Colorado business, an individual with complex tax needs, or a company in need of accounting support, Balanced Equation is here to help. Contact us today at (970) 686-6444 or by jackie@balanced-equation.com for a free consultation.

Dear Friend,

It’s one thing to manage a business; it’s quite another to grow it.

If you’re reading this, you know what I’m talking about.

It seems like the books are being handled properly. It seems like payroll is (mostly?) under control. It seems like the IRS is okay with how we’re handling our taxes. It seems like the financial reporting is in place.

We’re flush … most of the time. But we’re certainly not growing. We’re not prospering.

What are we missing?

This is a common story that we hear when we first start talking to business owners. The boxes are checked; the people are in place … but the fact is, they’re not quite sure how to optimize the financials for performance and growth.

Our specialty is in reading between the lines of the systems, the softwares, and the financial statements to see the true financial story being told … even when the reports all “seem” okay (for now).

The fact is that the Federal Government would love to have more of your business’s hard-earned money in their accounts. Your employees probably don’t care about cost control as much as they should. Your sales team might need to focus their efforts in a new direction.

But you don’t have to hand more dollars over to the government than they require just because you don’t know their rules as well as they do. You don’t have to live in a constant state of anxiety over the state of your books. The future of your business doesn’t have to be a question mark.

Let’s get a real-time reading on your business’s financial health with our bookkeeping services. Answer a few questions below to get started.

Claim Your Free Strategy Session

Click the button above to take your first step, and we’ll be in touch soon to follow up about your specific needs.

And of course, feel free to poke around our site and discover why we’ve been called “The Most Trusted CPA in the Larimer County Area.”

Talk again soon,

Jackie Compton, CPA

PS — When you fill out the form, we’ll also add you to our weekly email series on “Real World” Strategy for small business owners. Our readers enthusiastically forward these to their colleagues and peers all the time because they’re not your standard “bookkeeping tips.”

PPS — Already want to come in? I don’t blame you … many people are fed up with trying to manage their books and financials on their own. Our schedule is very full … but if you call us at (970) 686-6444 or email us, we’ll give you two options for coming in right away. We will NOT make dealing with a business advisor as painful as dealing with your books has already been!

Ready to come in for an appointment?