bio

Cory McDade, founder and president of Balance Plus, has over 20 years’ experience providing accounting/bookkeeping services to small and medium-sized businesses, both as an employee and as a business owner. Begun as a one-woman business, the company now has grown to the point of having several highly experienced staff members to serve its clients.

Balance Plus offers its clients reliability, integrity, and excellence in customer service.

How we are Different

Balance Plus has a highly trained and experienced staff of accountants/bookkeepers who provide excellent work and exceptional customer service.

Because our staff members have a variety of backgrounds and experiences, we usually can assign a staff person to you who has experience working with a company similar to yours. Balance Plus staff is happy to meet with its clients at the client’s location, as needed. We typically perform the ongoing accounting work in our own offices, but when necessary, we can perform it at the client’s premises.

We believe strongly that we, as small business owners, are a community among ourselves and that, as such, we need to work together to grow and prosper.

Working together gives all of us the best possible chance to overcome the challenges faced by small business. Our purpose is to help you, the fellow small business owner, to succeed, by providing you bookkeeping/accounting services with the highest level of customer service and integrity. Balance Plus is a member of the Concord, Pleasant Hill, Martinez and Walnut Creek Chambers of Commerce, the Better Business Bureau, and is a founding member of Nowville.

The relationships we build through these organizations enables us to learn of other companies and or individuals with whom it may be valuable for YOUR business to network.