Experience

 

Sally Balson has 30 years of office experience and was certified as a professional bookkeeper.  Ms Balson is also a Notary Public. 

Sally has worked in dozens of different industries, including banking, churches, trade associations,  HVAC and plumbing, condominium development, and commercial office buildings.  When hired by non-profits and other companies, she was assigned the task of reviewing past records and organizing them into usable data.  She has created electronic accounting records for companies that had no more than a scattered mess of bank statements and notes on scraps of paper.  Sally has even reviewed old records to recreate an accounting for a legal dispute of those records.

Expertise in QuickBooks, Quicken, and Peachtree, as well as experience in Solomon, gives clients of BBC a resource to count-on.  Sally also has advanced skills in Microsoft Office (Word, Excel, Outlook, Outlook Express, and Publisher).

Sally Balson, owner of BBC,  understands what is required under the Wisconsin Condominium Act.  The law is set-up to protect condominium owners.  Wisconsin has very specific financial requirements for condominium associations over 12 living units.  As a condominium owner herself, Sally shares your concerns about your property and maintaining and increasing the value of your development.  She provides referrals to maintenance and replacement vendors, legal experts and reserve study experts.  Sally is happy to provide her experience and organizational skills to help your association thrive.

Experience and Work Ethic

Phone: 608-234-0182

Email: info@balsonbookkeeping.com

PO Box 258134

Madison WI 53725-8134

To contact us:

“Sally is a take-charge person and a self-starter who requires little to no direction.  She is detail oriented, well organized and a pleasure to work with.”  - Amy Schroeder, Madsen & Hirsch

Work Ethic

 

The overall objective is to insure that you, a condominium association or small business, have accurate and accountable records.  BBC promises to never take on more clients than time allows and to always meet a reporting deadline or inform you if difficulties arise.  If you or someone you know needs reliable, affordable and prompt bookkeeping, please call Balson Bookkeeping Company at (608) 2340182.

Balson Bookkeeping Company, LLC

“Sally demonstrates excellent customer service skills and works well with all of our technical staff.” - James Alt, Biomedical Services Manager, Meriter Hospital

Sally’s organizational skills have been of particular help to me.  Sally developed a database of our clients and caught up the back-log of files while working only occasionally.” - Sally Van Horn, Loan Officer

Privacy Policy

 

We collect non-public personal information about you from the information you provide on applications, through tax organizers, worksheets and other documents and information about your transactions with us, our affiliates, or others.  We do not disclose any non-public personal information about our current or former clients to anyone, except as permitted by law.  We restrict access to non-public personal information about you to those members of our firm who need it in order to provide quality services to you.  We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your non-public personal information.

 

This is our Privacy Policy as required by the Gramm-Leach-Bliley Act of 1999.

Skills

 

· 68 wpm typing speed; 100% accuracy

· 13,320 data keystrokes per hour (222 per minute); 100% accuracy