Quick Comparison
| Firm | Credentials | Focus |
|---|---|---|
| <a href="http://fresnobookkeepingsolutions.com/">Fresno Bookkeeping Solutions</a> | QuickBooks Online Certified ProAdvisor practice founded in 1995 by Diana Serban, an accounting graduate of Fresno City College and CSU Fresno with bookkeeping work dating to 1986. | On-site and in-office bookkeeping, QuickBooks setup, payroll support, and process review for small businesses across the Fresno area. |
| <a href="https://www.payrollntaxsolution.com/">Payroll & Tax Solution, Inc.</a> | Desktop and Online Certified QuickBooks ProAdvisor firm founded in 2016 by Winai Xiong, an IRS Enrolled Agent and member of AIPB and NACPB. | Bookkeeping, payroll and HR, QuickBooks consulting, tax planning, tax preparation, and tax resolution for Fresno and Clovis small businesses. |
| <a href="https://balancedbookkeepingservices.net/">Balanced Bookkeeping Services, LLC</a> | QuickBooks Online ProAdvisor practice with Gold Tier Badge founded in 2018 by Jennifer Veatch, a Certified Bookkeeper since 2006 and NACPB payroll-certified professional. | Remote bookkeeping, bank reconciliation, payroll, sales tax filing, and QuickBooks support for contractors, medical, service, retail, wholesale, and beauty shops. |
1. Fresno Bookkeeping Solutions
- Address: Fresno, CA (private office, address by appointment)
- Phone: (559) 435-6511
- Founder / Owner: Diana Serban (Founder)
- Operating Since: 1995 (31 years)
- Credentials: QuickBooks Online Certified ProAdvisor; accounting degree from Fresno City College; Business Administration and Human Resource Management degree from California State University, Fresno; bookkeeping work history dating to 1986
- Service area: Fresno, CA and the surrounding Central Valley, with on-site visits to small business locations plus in-office work for clients who prefer to drop off files
- Industries served: Small business owners across professional services, attorneys and law offices, and other locally owned shops that need owner-level bookkeeping support
- Website: fresnobookkeepingsolutions.com
Three Decade Local Practice
Diana Serban started Fresno Bookkeeping Solutions in 1995 after she had already spent nearly a decade keeping books for small business owners across the Fresno area beginning in 1986. The firm now sits 31 years past that 1995 founding date, well beyond the five-year minimum bar this directory applies, and the practice has stayed under one named owner across that full window. A client testimonial on the firm’s own site from a Fresno attorney references a working relationship of over nine years, which lines up with the long client retention the company publishes.
Owner Education and Background
Diana Serban earned an accounting degree from Fresno City College and a Business Administration degree with a Human Resource Management concentration from California State University, Fresno, per the shop’s own About page. That dual track in accounting and HR shows up in the practice mix, which pairs day-to-day bookkeeping with payroll and small business strategic planning. The owner is described on the practice’s pages as detail-oriented and analytical, with a habit of writing in plain English rather than accounting jargon for owners who do not have a finance background.
On-Site Bookkeeping Workflow
A distinctive feature of the practice is the on-site bookkeeping option, where Diana Serban visits client offices and keeps the financial records in house rather than removing files to an external location. For clients who lack a suitable on-site workspace, the firm performs the work from its own Fresno office. That hybrid setup fits owners who want to keep documents physically inside the business and gives clients direct access to the bookkeeper during the workday rather than only through a remote portal.
QuickBooks Online ProAdvisor Stack
Diana Serban holds Certified QuickBooks ProAdvisor status with the QuickBooks Online certification, per the company’s own site. The practice covers QuickBooks setup, ongoing bookkeeping inside QuickBooks, and process review for clients whose files have fallen out of order. The firm pairs that QuickBooks workflow with strategic planning and financial consulting work, which lets a small business owner keep the books, the planning conversation, and the QuickBooks file under one practice rather than splitting them across separate vendors.
2. Payroll & Tax Solution, Inc.
- Address: 3097 Willow Avenue, Suite 24, Clovis, CA 93612
- Phone: (559) 226-0975
- Founder / Owner: Winai Xiong, EA, AS (President)
- Operating Since: 2016 (10 years)
- Credentials: Desktop Certified QuickBooks ProAdvisor; Online Certified QuickBooks ProAdvisor; IRS Enrolled Agent (EA); Associate in Applied Science in Business Administration with accounting emphasis from Heald College; member of the American Institute of Professional Bookkeepers; member of the National Association of Certified Public Bookkeepers
- Service area: Clovis headquarters serving Fresno, Clovis, and small businesses across the wider Central Valley
- Industries served: Small business owners across general service trades, restaurants and food shops, retail, and other locally owned operations that need combined bookkeeping, payroll, and tax support
- Website: payrollntaxsolution.com
Willow Avenue Clovis Office
Payroll & Tax Solution works from a 3097 Willow Avenue office in Suite 24 in Clovis, in the 93612 zip code, immediately adjacent to the Fresno city limits. The firm holds that Willow Avenue address across its own contact page, the Alignable business profile, the CountingWorks professional listing, and the PTIN Directory entry for Winai Xiong. Clovis sits inside Fresno County and inside the Fresno metropolitan area, which lets the shop serve Fresno-based clients alongside its Clovis client roster from one shared office.
Enrolled Agent Founder Credentials
Winai Xiong founded the corporation in 2016 per California Secretary of State filing records, and the practice has stayed under his ownership across the full window since launch. The founder holds the IRS Enrolled Agent designation, which gives him federal authority to represent taxpayers before the IRS, and an Associate in Applied Science degree in Business Administration with accounting emphasis from Heald College. He has worked in the accounting and tax industry since 2005 and joined the Fresno area in 2002 before opening the Clovis office.
Dual QuickBooks ProAdvisor Track
The firm holds both Desktop Certified and Online Certified QuickBooks ProAdvisor designations, which lets the practice support clients whether their books sit inside the legacy QuickBooks Desktop product or inside the QuickBooks Online platform. The published QuickBooks consulting page covers file setup, file tune-up, and employee training, so an owner can use the practice for ongoing monthly books, a one-off QuickBooks cleanup, or a staff training engagement. The firm also belongs to the American Institute of Professional Bookkeepers and the National Association of Certified Public Bookkeepers, two of the standard bookkeeping-specific membership bodies.
Integrated Books Payroll and Tax Mix
The published service catalog runs across bookkeeping, payroll and HR, QuickBooks consulting, tax planning, tax preparation, and tax resolution. That mix lets a small business owner consolidate monthly books, payroll runs, year-end tax filings, and IRS correspondence with one Clovis practice rather than running parallel vendor contracts. The Enrolled Agent credential at the top of the firm also means the same shop that keeps the books can represent the owner in front of the IRS, which is rare among pure bookkeeping practices.
3. Balanced Bookkeeping Services, LLC
- Address: 667 N. Ezie Ave., Clovis, CA 93611
- Phone: (559) 593-9703
- Founder / Owner: Jennifer Veatch (Managing Member)
- Operating Since: 2018 (8 years)
- Credentials: QuickBooks Online ProAdvisor; QuickBooks Gold Tier Badge holder; Certified Bookkeeper since 2006; National Association of Certified Public Bookkeepers payroll certified; National Bookkeepers Association certified; Digital Bookkeeper Association lifetime charter member
- Service area: Clovis headquarters serving Fresno, Clovis, and small businesses throughout the Central Valley, with remote and virtual delivery available across California
- Industries served: Contractors and tradespeople, medical practices, service businesses, retail, wholesale, and beauty industry shops
- Website: balancedbookkeepingservices.net
North Ezie Avenue Clovis Base
Balanced Bookkeeping Services holds a 667 N. Ezie Avenue office in Clovis, in the 93611 zip code, on the eastern side of the Fresno metropolitan area. The firm holds that Ezie Avenue address across its own listings, the Fresno Chamber of Commerce member directory, and the Yahoo Local business profile. Jennifer Veatch is named as the Managing Member of the LLC across the Better Business Bureau profile and the QuickBooks ProAdvisor directory entry, and the company filing began on March 2, 2018 per the BBB record.
Founder Bookkeeping Pedigree
Jennifer Veatch has been a Certified Bookkeeper since 2006, which puts her at close to two decades of bookkeeping experience even though the LLC itself launched in 2018 per the BBB record. She holds the QuickBooks Online ProAdvisor credential and the QuickBooks Gold Tier Badge, along with payroll certification from the National Association of Certified Public Bookkeepers and additional certifications from the National Bookkeepers Association and the Digital Bookkeeper Association as a lifetime charter member. She also appears in Fresno Chamber of Commerce content and has shared the company story with CBS47 and KSEE24 local news.
Six Vertical Industry Spread
The firm publishes a six-vertical industry list covering contractors, medical practices, service industry shops, retail, wholesale, and beauty businesses. That spread lets the practice build workflow templates for tradespeople, healthcare offices, and retail owners side by side, rather than chasing every small business niche in the Central Valley. The firm pitches itself to small and medium-sized businesses, contractors, and independent professionals across the Clovis and Fresno area, plus the wider Central Valley region via remote delivery.
Remote Bookkeeping with Local Roots
The published service mix runs across remote bookkeeping, bank reconciliation, accounts payable and receivable, financial statement preparation, payroll, sales tax filing, and QuickBooks support for both desktop and online files. The firm runs a remote and virtual delivery model from the Clovis office, which lets the practice keep Central Valley small business clients on a steady monthly close cycle without requiring on-site visits. That setup suits owners who prefer secure digital file exchange and weekly or monthly video check-ins rather than in-person bookkeeping appointments.
Reference Notes
Fresno Bookkeeping Solutions phone (559) 435-6511 and Diana Serban as Founder cross-checked across the shop’s own homepage, the practice’s About page, the firm’s Contact page, and the Fresno Bookkeeping Solutions Facebook business page. The 1995 founding date and the prior 1986 bookkeeping work history sourced from the company’s own About page and confirmed against the LegalDirectorate Fresno bookkeeping listing. QuickBooks Online ProAdvisor status sourced from the shop’s own About page and the Intuit Find-a-ProAdvisor directory. The firm does not publish a street address on its public site and accepts client appointments at its private Fresno office.
Payroll & Tax Solution, Inc. address (3097 Willow Avenue, Suite 24, Clovis, CA 93612) and phone (559) 226-0975 cross-checked across the practice’s own About page, the Alignable Clovis business profile, the CountingWorks professional listing for Winai Xiong, the TaxBuzz Enrolled Agent directory, and the PTIN Directory entry. The 2016 corporation filing date sourced from California Secretary of State filing records and the BizProfile business filing summary. Enrolled Agent status, dual Desktop and Online Certified QuickBooks ProAdvisor designations, AIPB and NACPB memberships, and the Heald College Associate degree all sourced from the firm’s About page and the LinkedIn profile for Winai Xiong.
Balanced Bookkeeping Services, LLC address (667 N. Ezie Ave., Clovis, CA 93611) and phone (559) 593-9703 confirmed across the Fresno Chamber of Commerce member directory listing, the Yahoo Local business profile, and the Nextdoor business page for the LLC. The March 2, 2018 LLC formation date and Jennifer Veatch as Managing Member sourced from the Better Business Bureau business profile and the Intuit Find-a-ProAdvisor directory entry. QuickBooks Online ProAdvisor status, QuickBooks Gold Tier Badge, NACPB payroll certification, National Bookkeepers Association certification, and Digital Bookkeeper Association lifetime charter member status all sourced from the company’s own About content and Mission page.
All three firms appear as independent, founder-led practices in the Fresno and Clovis market and not as franchised or rolled-up brands such as Bench, Pilot, QuickBooks Live, BELAY, Bookkeeper360, Bookminders, Supporting Strategies, Bookkeeper.com, or 1-800Accountant.
Selection Methodology
This list applies four filters to the Fresno market. First, the shop has to be independent, family owned, or founder led rather than part of a national rollup or franchise brand. Second, the practice must show active QuickBooks credentials or a QuickBooks-centered practice, with that focus visible on its own site or on a third-party directory. Third, the firm has to have been in business for at least five years, with priority given to firms past the ten-year mark. Fourth, the company has to position itself as a bookkeeping practice rather than a pure CPA tax-prep shop. Public address and phone data also had to match across at least two independent sources, including the shop’s own site plus a Better Business Bureau record, a Chamber of Commerce listing, a Yahoo or Yelp business profile, or another third-party directory. National rollup brands such as Bench, Pilot, QuickBooks Live, BELAY, Bookkeeper360, Bookminders, Supporting Strategies, Bookkeeper.com, and 1-800Accountant were excluded by design, since this directory targets locally owned shops in the Fresno area. Clovis-headquartered firms were included where they explicitly serve Fresno clients, since Clovis sits inside Fresno County and the Fresno metropolitan area.
Frequently Asked Questions
Do these firms serve clients outside Fresno proper?
Yes. Fresno Bookkeeping Solutions runs from a private Fresno office and supports small business owners across the Fresno area and the wider Central Valley, with on-site visits to client offices when the owner prefers to keep records in house. Payroll & Tax Solution works from a Willow Avenue office in Clovis and serves clients across Fresno, Clovis, and the surrounding Central Valley, and the practice also handles IRS representation for clients beyond the immediate metro through the founder’s Enrolled Agent license. Balanced Bookkeeping Services runs from a North Ezie Avenue office in Clovis and supports Central Valley small business clients through a remote and virtual delivery model that reaches across California.
Are these firms CPA practices or bookkeeping practices?
All three position themselves as QuickBooks-centered bookkeeping practices rather than as CPA audit firms. Fresno Bookkeeping Solutions runs as a QuickBooks Online ProAdvisor shop with bookkeeping, payroll, and strategic planning services under Diana Serban. Payroll & Tax Solution runs as an Enrolled Agent firm with bookkeeping, payroll, QuickBooks consulting, and tax services under Winai Xiong, EA, which adds federal IRS representation authority on top of the books. Balanced Bookkeeping Services runs as a QuickBooks Online ProAdvisor practice with remote bookkeeping, payroll, and sales tax filing under Jennifer Veatch. Owners who need formal CPA audit or attest work would still need to retain a licensed CPA firm separately for that scope.
Do Fresno bookkeeping firms typically offer remote service?
Yes. Balanced Bookkeeping Services delivers most of its bookkeeping work through a remote and virtual workflow from its Clovis office, which suits owners who prefer secure digital file exchange over in-person appointments. Payroll & Tax Solution supports both QuickBooks Desktop and QuickBooks Online files from its Clovis office, which lets clients use either a hands-on in-office handoff or a fully digital QuickBooks Online connection. Fresno Bookkeeping Solutions keeps a more on-site flavor through Diana Serban’s owner-led on-site visits, but the firm also accepts in-office work at its private Fresno office for clients who lack a workspace at their own business.
How long have these firms been operating?
Fresno Bookkeeping Solutions was founded in 1995 (31 years), with prior bookkeeping work by the founder going back to 1986. Payroll & Tax Solution, Inc. was incorporated in 2016 (10 years), with the founder working in the accounting and tax industry since 2005. Balanced Bookkeeping Services, LLC was formed in March 2018 (8 years), with the founder holding a Certified Bookkeeper credential since 2006. Each firm sits past the five-year minimum tenure threshold this directory applies, and each has stayed independent across its full window under named founder or owner control.
Editorial Note
This post was prepared on 2026-05-11 using publicly available web sources, including each firm’s own website, third-party business directories such as the Better Business Bureau, the Fresno Chamber of Commerce member directory, Alignable, Yahoo Local, Nextdoor, CountingWorks, the TaxBuzz Enrolled Agent directory, the PTIN Directory, the Intuit Find-a-ProAdvisor directory, and LinkedIn business profiles. Address, phone, ownership, tenure, and credential details reflect those sources at the time of writing. Readers should confirm current details directly with each firm before contracting, since office locations, phone numbers, and ownership can change after publication.