Since our inception, Balance Point has been committed to being a true partner and a resource to the CPA. And we have invested in people and resources to nurture and grow the relationship. Whether it’s providing access to important client data or keeping you current on trends in human capital management, we continue to look for ways to stay relevant and accessible to you.
As a trusted advisor, clients seek your guidance in many areas of business, including human capital management. You need a partner you can trust. We strive to be the company you feel confident recommending to your clients.
We want to represent you the way you would represent yourself.
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Check out the summary from our latest CPA Advisory Board meeting comprised of accounting industry thought-leaders.
“I had a positive experience brainstorming with fellow CPAs regarding topics of concern to our clients along with the added perspective that Balance Point offered. The fact that you have a prepared agenda with questions to discuss made conversation easy. I would encourage participation.”
George Charne – Senior Manager, Sax LLP (on his experience with Balance Point’s CPA Advisory Board)
“The topics discussed with the Balance Point team and my colleagues were timely and relevant. I always walked away with something that I could bring back to my office and share with my partners and our firm.”
Jim Lawrence – Partner, Traphagen Financial (on his experience with Balance Point’s CPA Advisory Board)
“It was a total success! The format was perfect – your team was super knowledgeable and engaging. Thank you so much for putting this together so quickly – I really appreciate it.”
Karen Donaway – Marketing Director, SKC (on her experience with a co-branded webinar)
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