Balanced Books, LLP

This month, we’re shining the spotlight on Chase, whose positive attitude and drive for growth make a strong impact on the Balanced Books team.

Since joining BB, Chase has brought a solid foundation in accounting along with hands-on audit experience across a variety of industries. He approaches his work with focus and determination, all while continuing to expand his knowledge as he works toward his CPA.

What truly sets Chase apart is his optimistic outlook. He brings steady energy and a solutions-focused mindset, even in challenging situations.

We like to pass along opportunities that could benefit our clients and local business community. This is one of them.

A contact of ours at Community West Bank is offering a limited-time business savings rate:

• 3.25% interest for at least 3 months
• No additional accounts required
• For businesses with $25,000+ in available funds

If you have cash sitting in a low-interest account, this may be worth exploring.

This isn’t a Balanced Books service. Just something we wanted to share in case it’s helpful to you.

📅 Available through April 30th

If you’re interested, you can reach out directly to:

Gilbert Brasil
Vice President, Business Banker
📞 (209) 576-1402
📧[email protected]