Business Details
14 Years
experience
Your Trusted CPA Partner in Loveland, CO
Balanced Equation is a tech-forward CPA firm dedicated to empowering small and medium-sized businesses through expert financial guidance. Founded in 2012 by Jackie Compton, a CPA with over 30 years of experience in both corporate and public accounting, we combine deep industry knowledge with innovative technology solutions to streamline financial processes. Our team specializes in tax planning, accounting, and strategic business consulting, serving clients across Northern Colorado and beyond.We prioritize personalized service, tailoring our approach to meet each client's unique needs while ensuring compliance and minimizing tax liabilities. With a commitment to education, community involvement, and ethical standards, we strive to be a trusted partner in our clients' long-term success.
Services
Tax Planning
Tax Preparation
Bookkeeping
Financial Reporting
Business Consulting
Details
- Year established: 2012
Highlights and features
- We offer 30+ years of CPA expertise in tax and accounting for businesses and high-net-worth individuals.
- Our tech-forward approach streamlines accounting processes using modern tools like QuickBooks and Xero.
- We provide personalized service tailored to each client's unique financial needs and goals.
- Our team holds certifications including Certified Tax Coach (CTC) for advanced tax planning strategies.
- We maintain transparent communication and ethical standards, prioritizing client education and trust.
Associations and certifications
- American Institute of CPAs (AICPA)
- Colorado Society of CPAs (COCPA)
What people say
Knowledgeable, fast and efficient
Accurate and timely analysis
Concise clear explanations
Outstanding work
Fantastic software expertise
Services
Tax Planning
Our tax planning services help businesses and individuals minimize liabilities through proactive strategies tailored to their financial goals. We analyze income streams, investments, and business structures to identify legal deductions and credits while ensuring compliance with evolving regulations. Clients benefit from year-round guidance that eliminates surprises during tax season.
Tax Preparation
We prepare accurate and complete tax returns for individuals and businesses using secure document management systems. Our process ensures all allowable deductions and credits are claimed while maintaining compliance with federal and state requirements. Clients receive clear explanations of filings and proactive communication throughout the preparation process.
Bookkeeping
Our bookkeeping services maintain precise financial records using automated tools that reduce manual work. We handle payroll, invoicing, and reconciliation while providing real-time financial insights. Clients gain confidence in their financial data's accuracy and accessibility for informed decision-making.
Business Consulting
We offer strategic consulting for business growth, including cash flow management and software implementation. Our team helps clients navigate complex transactions, optimize operations, and develop long-term financial plans. Services include CFO-level support for budgeting, forecasting, and scaling operations efficiently.
People
Jackie Compton
Founder & CPA
With over 30 years of experience in public accounting and corporate roles, Jackie Compton specializes in tax strategy and business consulting. She founded Balanced Equation in 2012 to empower small businesses through technology-driven financial solutions.
Alice Cerwinki
Client Relationship Manager
Alice brings 40 years of accounting expertise to her role, focusing on client communication and financial statement accuracy. She ensures seamless coordination between clients and the bookkeeping team while delivering timely, personalized support.
Questions
What CPA services do you offer for small businesses?
We provide tax planning, bookkeeping, financial reporting, and strategic consulting tailored to small businesses' needs.
Which areas do you serve?
We primarily serve Northern Colorado including Loveland, Fort Collins, and Greeley, with remote services nationwide.
How does your tax planning benefit clients?
Our proactive strategies minimize tax liabilities while ensuring compliance through personalized analysis of financial situations.
Do you offer software implementation support?
Yes, we help businesses select and implement accounting tools like QuickBooks to streamline financial operations.
Can you assist with multi-entity business structures?
Yes, we specialize in managing complex accounting needs for businesses with multiple entities or investment portfolios.
