Your Financial Health Starts Here

Expert guidance for every stage of life for individuals and small businesses.

Schedule a Consultation!

Services

Designed to Strengthen Your Financial Health

tax prep Icon

Tax Preparation

With tax laws constantly changing, filing on your own can feel overwhelming. I handle the details for you—ensuring accurate filing, identifying deductions and credits, and help you plan for the year ahead.
bookkeeping icon

Bookkeeping​

Accurate bookkeeping requires time and attention, from recording invoices to reconciling bank statements. I manage the details for you, providing peace of mind so you can focus on running your business.
Insurance​ Icon

Insurance​

Insurance options can be complex and difficult to navigate. I guide you through the process, explain your choices clearly, and help you select coverage that best fits your needs and circumstances.
Financial Counseling​ Icon

Financial Counseling​

Planning for a secure financial future is essential as your needs evolve. I help you build a strong foundation through budgeting, debt management, and practical tools to support long-term growth.
View all Services

Don't Wait To Get Control of Your Finances​

Every day you delay understanding your financial situation can create challenges down the road. When finances feel unclear:

  • You may spend money without knowing what you can truly afford

  • A drop in income can feel overwhelming without a clear plan in place

  • Long-term goals, including retirement, can get pushed further away

I work with you to bring clarity, reduce stress, and help you feel prepared for life’s unexpected twists—so you can move forward with greater confidence and peace of mind.

Join the success

Don't Just Take My Word For It

"Michael, has been working with me for the last 18 years processing my taxes. Three years ago he began to manage my books for my business and he has done an incredible job. I have referred him to my friends, clients and family members."
Alicia M​.
"I recently started my own business, Michael was critical in assisting me in obtaining my LLC, setting up my bookkeeping and providing valuable resources and advice. Michael continues to manage my bookkeeping and processing taxes. I would and will refer Michael to family , clients, and peers."
Scott E​.
"Enjoyed working with Michael. He is professional and responsive I highly recommend him. It was easy to upload taxes in a secured site. I highly recommend it, especially due to COVID."
David L​.

About Me

Hi, I'm Michael Balser

I fell in love with the financial world over 25 years ago while working at a retirement community in Arizona. Seeing how often people struggled with financial decisions made a lasting impression on me.

Since then, I’ve worked with several businesses at every stage, from start up and growth to winding down. I eventually started my own company to help individuals and small businesses make sense of taxes, finances, and the decisions that connect them.

Today, my goal is simple: provide practical guidance that helps you understand where you  stand, what your options are, and what to do next.

Join me and see how I can help you too!