Our Mission
At Balcerzak Financial Services, our mission is to become a Trusted Advisor to you by focusing on two main objectives:
Maximizing the profits of your business by providing timely, accurate financial information and sound, pertinent management advice,
AND
Minimizing the tax burden on your profits by providing thorough, leading edge tax advice and planning.
Our Values
Our ability to be a TRUSTED ADVISOR to you is based upon the following core values:
Confidentiality
Your financial information is not only private data which needs to be protected but, in the case of your business, a critical asset and competitive advantage. At Balcerzak Financial Services we will flawlessly execute our fiduciary responsibility to protect and safeguard your personal and financial data.
Honesty
It is a critical component to our mission that we be an independent, objective source of truthful information to you. Even when the data we have to share is bad news, we will not sway from our obligation to be honest and transparent.
Quality
Balcerzak Financial Services will continually educate our team to be knowledgeable on all relevant financial and tax topics. However, we also recognize the need to bring in outside experts as needed when the topic is specific enough to require subject matter expertise our firm may not have. Finally, we have established the necessary internal processes to insure the accuracy of the financial data we provide to you.
Responsiveness
We serve small business and understand that one of the scarcest resources is time. We value your time and your need for timely responses to all inquiries.
Our Team
Ed Balcerzak - CPA, CMA, MBA
President
Ed has over 35 years of financial and operational experience in corporate America with AT&T, DIRECTV and Kodak. Ed holds his CPA in CO and NY and also holds his CMA, being awarded the Robert Beyers Bronze medal for the third highest score in the nation. Ed did his undergraduate studies in Accounting at Niagara University and received his MBA from the Simon School of Business at the University of Rochester. Ed has served as an adjunct professor at Denver University and Red Rocks Community College teaching individual taxation and financial accounting.
Ed was born in Western New York and has lived in Florida and Mexico before relocating to Colorado in 2004. He and his wife, Michele, have 6 children and they have been blessed with 8 grandchildren (so far..). They are also small business owners as they remotely manage a coffeehouse in Hardwick, MA and run a residential cleaning franchise in Denver. When not working, they love to travel and golf.
Rosina Miller
Senior Bookkeeper
Rosina has been with the firm for over 10 years and she was born and raised in Salman, Idaho. She attended Dixie College in St. George, Utah.
Rosina has a diverse background and has worked in a sawmill as well as three other CPA firms. Her finance background has concentrated in bookkeeping and tax preparation for industries including timber, ranching, construction, restaurants, auto body, retail and personal finance.
On a personal note, Rosina has two children and five grandchildren whom she loves to spend time with as well as doing crafts, quilting, horseback riding, hunting, fishing and camping.
Amie Gardner
Senior Bookkeeper
Amie has been preparing tax returns and providing bookkeeping services for over twenty five years. She brings a wealth of knowledge and expertise to our firm. She is a QuickBooks expert and has assisted hundreds of companies and thousands of individuals with their tax and accounting needs.
Maria Zazueta
Senior Bookkeeper
Maria has been with the firm over 5 years and graduated from Emily Griffith Technical College with her Accounting diploma. Maria has worked in the accounting and customer service industries for over 20 years. She is passionate about accounting as Maria feels she can help her clients achieve better results by having timely and accurate financial data. Maria has lived in Denver since 2005 and, along with her husband Victor, has 3 wonderful children that they love to spend time with.
Evan Balcerzak
Bookkeeper
Evan is a certified bookkeeper and pursuing his degree in Finance in the evenings. He graduated from Cherokee Trail High School and is quickly learning the business and helping clients with their bookkeeping and tax needs. Evan is an avid golfer (just ask him about his ever improving handicap!)
Danielle (Dani) Collins
Bookkeeper
Dani has been working in the accounting industry for the past 5 years. She is currently working on receiving her Enrolled Agent (EA) certification. She is a great asset to the team and willing to learn and assist on any type of project. Her knowledge and experience in bookeeping and tax continues to grow each year. In her spare time, Dani enjoys spending time with her two dogs (Chloe and Jack)
Elya Kinsey
Consultant
Elya holds a CPA license in Colorado and New York. Prior to becoming a consultant for Balcerzak Financial Services, Elya owned and operated DiLorenzo & Kinsey, CPAs, PC. A small, Colorado based accounting firm that specialized in tax preparation and tax consulting practices. She has consulted hundreds of clients on tax saving strategies as well as preparing thousands of returns during her three year venture of owning her own CPA practice. Now, she resides in Lakewood Ranch, FL with her husband and two small children.
Prior to owning her own firm, Elya worked for KPMG, a Big 4 accounting firm, assisting with Research & Development credits and tax consulting for Fortune 500 companies. Additionally, her experience includes tax planning, tax preparation, business consulting, and bookkeeping for a variety of industries.
Elya has prepared thousands of individual and business tax returns ranging from Corporations, S Corporations, Limited Liability Companies, Partnerships, and Trust returns. She has a Bachelor of Science in Finance from the University of Denver and a Master’s of Science in Accounting from the University of Virginia.
Our Clients
Our client portfolio focuses on providing accounting, tax and business advisory services to small businesses in the Greater Denver market as well as individuals that require personal tax services.
Small Businesses
We serve a wide and diversified range of small businesses. Some examples of the over 200 small business clients were serve are in the following industries
- Auto Dealers/Wholesalers
- Coffee Shops
- Golf Courses
- Architectural firms
- Doctors/Dentists and Lawyers
- Machining and Manufacturing firms
- Marketing and Advertising firms
- Moving/Storage Services
- Restaurants and Bars
- Furniture (retail and manufacturing)
- Plumbing and construction firms
The businesses we support have annual revenues ranging from $100K to $15M. Although the small businesses we support have headquarters in Colorado, we serve many clients that conduct business across state lines and we support their multi-state sales and payroll tax needs. In addition, we process the payroll for over 30% of our small business clients either on our own or with our strategic partners.
Individuals
We prepare individual tax returns and provide tax planning strategies to over 800 clients with annual incomes ranging from $50k to $5M.
Enjoy a Podcast we appeared on!
I was fortunate enough to be invited to a podcast (Working Wives Unscripted) produced by one of our clients (One Forty House). I was asked to speak about small business accounting. Check it out and enjoy!