Our Services

Balance Zen Bookkeeping offers a variety of services to take care of your business’ books so you don’t have to worry about it.


Whether you are setting up the desktop or online version of Quickbooks, the program is designed for the average user to understand. The initial set-up and installation must be done correctly to be able to make the program work for you and your business. Even then, it is usually too much to maintain. All information necessary to set up manual accounting records is also necessary to set up and install QuickBooks. we pride ourselves in helping overwhelmed/frustrated clients make sense of all their records and statements.


Let us do the heavy lifting:

  1. Accounts payable – track bills and get them paid on time
  2. Accounts receivable – Invoice customers and track timely payments
  3. Payroll with Quickbooks or interface with your payroll service
    1. Quarterly Reporting
    2. Annual Reporting
  4. Monthly bank account and credit card reconciliations
  5. Interface with your CPA throughout the year for easy tax prep
  6. Issue annual IRS forms 1099s and 1098s


Tracking and organizing previous financial data, including mapping entire transaction histories to determine how and what your money is being spent on, When perfect records haven’t been kept, reconstruct a tax-year so that clean, accurate tax returns can be filed.




Balance Zen Bookkeeping is a San Diego area based Bookkeeping company specializing in helping small to medium size businesses meet their accounting needs.


A native Texan, Sherry graduated from the University of Texas at Austin McCombs Business School with a Bachelors of Business Administration in 1982. Sherry takes pride in providing reliable, ethical and professonial services to her clients. She is efficient and works well with management and staff and is an asset to any team. Sherry is committed to providing close, personal attention to all of her clients.




10951 Sorrento Valley Road
Suite 2F
San Diego, CA 92121








Request a consultation today, and find your zen.

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