Our Roots Run Deep
Since our inception, Balance Point has been committed to being a true partner to the CPA community. And we have invested in people and resources to nurture and grow this 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 remain relevant and accessible to you.
We want to represent you the way you would represent yourself.
Your clients look to you as a trusted advisor and seek your guidance in many areas of business, including human capital management. You need a technology partner you can trust.
Balance Point strives to be the HCM company you feel confident recommending to your clients.
We understand that we are a direct reflection of the way you run your business and appreciate the trust that’s placed with every client referral.
We provide…
One HCM Platform with Countless Benefits
Balance Point seamlessly manages all aspects of the employee life cycle: talent acquisition, payroll, time & labor management, culture and engagement, performance management, benefits administration, and more.
Our cloud-based HCM system is flexible and scalable to meet the demands of growing businesses.
Human Resources Consulting – BPHR
BPHR’s primary goal is to ensure our clients’ HR compliance, freeing them of the burden and responsibilities of adhering to the law. Once eliminated, we can focus on having their HR efforts support their long-term business goals.
We offer a broad range of solutions, from all-inclusive to project-based. We can help regardless of the size and scope of the client’s needs.
An Unparalleled Customer Experience
We train all employees in-house, giving them exposure to every aspect of the industry. They learn about the work each client does and take great interest in their business.
The result is a client experience unlike any other in the business.
Resources to Benefit the CPA
- Access to important client data
- Updates to keep you informed on current trends in the world of HR and HCM, including a section of our blog dedicated to the CPA
- A CPA helpline to answer your HCM-related questions: cpasupport@balancepointHCM.com
“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)

Download Our CPA Insights Guide
Check out the summary from our latest CPA Advisory Board meeting comprised of accounting industry thought-leaders.

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