For Individuals

College Financial Planning

How Can You Pay for Your Kid to go to College, Spend and Save as You Are Now, and Increase the Amount of Money You have for Retirement?

Elder Care Planning

Finally… Worry Free Financial Management for Your Aging Parent or Family Member.

Estate Planning

Make Sure Your Family Transitions Prepare Your Children and Your Family for Financial Freedom.

Notary Services

Whether you’re refinancing your home or participating in any number of legal processes that require legitimization of paperwork, we have an in-house, licensed public notary that can help you.

Leadership and Empowerment for Business Owners: A Story

You’ve got a little bit of time until month-end close and a month or two until year-end obligations. It’s a good moment to take a breath ... but this is also the time to start thinking about what you want next year to look like, before getting into the weeds of...
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Balanced Equation on What “Open For Business” Means To The IRS

We’re seeing businesses across the nation acknowledge this week’s 9/11 day of remembrance in really special ways. It’s been 22 years already.Looking back, 2001 and 2020 are similar as stand-out turning points for America, albeit in different ways and for...
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Work From Home Policy for Larimer County Businesses

There’s no better way to celebrate work than by taking a day off. The irony of the Labor Day holiday gets me every year, but I do hope that it provided a little extra rest on the front end of a busy fall season.I mentioned in one of my recent notes another piece of...
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Larimer County Car Shopping in 2023

Enjoy your long weekend soaking up the final vestiges of summer? Last minute visits to your Larimer County pool, outdoor amusements, a little grill-out … maybe buying a new car?Typically Labor Day is one of the biggest car shopping days of the year. As dealers look to...
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Work From Home Policy for Larimer County Businesses

There’s no better way to celebrate work than by taking a day off. The irony of the Labor Day holiday gets me every year, but I do hope that it provided a little extra rest on the front end of a busy fall season.I mentioned in one of my recent notes another piece of...
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Should I Extend Credit To My Larimer County Customers?

Before I get into the slippery slope I'm referring to, how are things for you these days? How's business going? I'd love to hear an update... so click the email at the top of the page and send me a note to let me know.And on that note, I’d also love to hear...
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1099-K Reporting Requirements: Clearing Up Confusion for Larimer County Taxpayers

The anniversary of 9/11 always reminds me that our lives can be changed dramatically in the span of a day. We could not have imagined on September 10 that such tragedy would strike or that so many people’s lives would be changed. It’s one of the reasons it’s so...
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Using KPIs For Your Larimer County Business

Being able to reasonably forecast upcoming problems has become an essential skill for Larimer County business owners -- but too many are flying blind, or doing "bank balance accounting." Can we help you fix this? Using KPIs For Your Larimer County Business "It is...
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Are Your Larimer County Business’s Receivables Slowing Down?

One of my favorite things about what we get to do around here is helping our Larimer County clients find "missing money" in their businesses. Whether it's through cost reductions, profit analysis, tax planning (LOTS of money can be saved there), or other means, what...
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Use These Financial Reports For Business Decisions By Balanced Equation

How do you make financial decisions for your Larimer County business? Do you set aside time to review your actual financial reports, or are you committing "bank balance bookkeeping"? You know what I mean: checking your business bank account daily as a measurement of...
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How You're Missing Legal Tax Deductions

Here’s a certain truth: The State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers (like you) are missing out on legal and safe deductions to the tune of hundreds of millions of dollars in unclaimed refunds every year!

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Customer Stories

Horse & Dragon Brewing Company

Jackie and her team at Balanced Equation has saved us from going crazy over our books. As soon as we hired Balanced Equation, Jackie straightened us out -- displaying all good cheer despite the rudimentary systems we had been using -- and she's kept us on an even keel ever since. She goes above and beyond in terms of researching possible solutions to our brewery-specific needs (and then in helping us implement said solutions). Her staff is uniformly helpful, well qualified, and responsive to our needs. We feel relieved every day that Balanced Equation has our back.

Casey Brown

As a business owner, I can confidently say that Balanced Equation has been a life saver! I'm continually impressed by the professionalism and exceptional expertise with which Jackie and her staff operate. I highly recommend this company to anyone who needs accounting services!

David Walters

We have been using Jackie’s services for our business for 3 years. Jackie and her employees are helpful, knowledgeable, friendly and professional. I would highly recommend them for your accounting needs!

Holly Dykstra

Balanced Equation is top notch! They are friendly and knowledgeable and offer accounting and tax services at reasonable prices. I highly recommend them!

Person O.

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