Growing your business can be a struggle. You already have so many different aspects of your business to focus on and it can be a challenge to make sure you are doing everything correctly on the financial side of your business. That is why we decided to specialize in helping insurance agencies, take their business to the next level. Our mission is to help you focus on running your business with the peace of mind that your accounting and advisory services are being handled by a company that understands your needs.
About: As a dad, I understand first hand that precious time with family can become limited as our businesses grow and change; finding a balance between these two worlds is paramount.
At Bradley Books and Balancing, we will come alongside you and provide you with quality, trustworthy service that allows for more time to grow your business, focus on your family and balance what truly matters.
Summary of Experience: QuickBooks ProAdvisor with over 7 years of experience in the financial services industry with large institutions such as J.P. Morgan Chase, Wells Fargo, and Harland Clarke. This assisted in building my background in operational leadership, Employee Engagement, and financials to provide my clients with advisory services that help grow their business.
Education: Colorado State University, and bookkeeper Continuing Education through the bookkeeper academy.
Specialties: Bookkeeping, Payroll and Advisory services for Insurance Agency/Brokers and Independent Agents
Bradley Books and Balancing is based in San Antonio, Texas, servicing clients across the U.S.