Balcerzak Financial Services is a licensed CPA firm in Denver offering accounting, tax, and business advisory services. Led by Ed Balcerzak CPA, CMA, MBA with 35+ years of corporate experience at AT&T, DIRECTV and Kodak, the firm serves over 250 small business clients and 850 individual tax clients.
Services include small business accounting, payroll processing, tax planning and preparation, QuickBooks support, and business advisory services including acquisition due diligence, new business formation, and part-time CFO services.
35+ years of experience in Denver area
Serves 250+ small business clients and 850 individual tax clients
CPA firm with CPA, CMA, MBA credentials
Big 4 consulting experience in firm (Elya Kinsey, KPMG)
Multi-state tax expertise (Colorado and New York licensed)
Processes payroll for over 30% of small business clients
Services
Small Business Accounting
Keep your books up to date with all necessary entries, account reconciliations, and monthly financial packages including balance sheet, income statement and analytics.
"They are able to answer questions about my taxes accurately and timely."
Frequently Asked Questions
What is Balcerzak Financial Services' mission? +
To become a Trusted Advisor by maximizing profits through timely, accurate financial information and sound management advice, AND minimizing tax burden through thorough, leading-edge tax advice and planning.
What industries does Balcerzak serve? +
They serve over 250 small business clients in industries including: Auto Dealers/Wholesalers, Coffee Shops, Golf Courses, Architectural firms, Doctors/Dentists/Lawyers, Machining and Manufacturing, Marketing and Advertising, Moving/Storage Services, Restaurants and Bars, Furniture (retail and manufacturing), Plumbing and construction firms.
What is the size range of clients served? +
Small business clients have annual revenues from $100K to $15M. Individual tax clients have annual incomes from $50k to $5M.
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