Found so many ways to make us more efficient

Why PAY 150k a year for a full time CFO/controller when you can use an accounting firm and SAVE 100k and get better results. We just aligned our firm with Books Balanced & Beyond out of San Diego. Kat Pephens, an owner, has found so many ways to make us more efficient and make better choices financially. Our books look great and we are ready for anything!

Drew M.
Owner of M. E. Inc.

Kat brings fresh ideas to Hubbell

Books Balanced and Beyond has been assisting Hubbell and Hubbell Architects with our accounting & bookkeeping for over a year. Kat has been a wonderful asset helping us to not only straighten out inconsistencies we had with our books but also bringing fresh ideas that have helped make the financial end of our business run smoothly and more efficiently.  In addition to Kat’s business skills she is fun to work with. I highly recommend Books Balanced and Beyond!  – Drew Hubbell



Team 3B “was a gift from heaven.”

Books Balanced and Beyond “was a gift from heaven.”   I hired them to handle my accounting needs and within 30 days they found some errors in my previous years records that resulted in a very large tax refund – I should have been using them for years!!!!   Thank you Kat and team!!!  –Gina Mancuso

Todd & Kat are amazing, thank you for everything

BBB is amazing. It was easy to get ahold of him via phone and schedule an appointment. When he arrived for the appointment, he was very nice and patient. He explained everything to me in comprehensible terms.

The service is great, will never switch to someone else.

Thank you so much for such great services!

I recently started working with Todd doing my accounting. He makes time when necessary to meet with me and seems to really care about my success. He approaches our meetings with a mindset geared toward improving my business overall. He suggests ways to improve systems and other methods, that will enhance my business. He is knowledgeable and easy to communicate with. I recommend him for sure.