What our customer write about us!

We pride ourselves on providing quality, timely services to our customers.  We are happy to share a few of the testimonials we have received.  Contact us if you like references for our clients.

"I highly recommend Ed and his staff because they are very professional, thorough and knowledgeable.  They have done a great job in meeting our bookkeeping needs and in reviewing monthly financials.  They offer helpful recommendations in improving the running of our business.  Ed keeps a pulse on state and federal regulations and communicates how they impact small businesses.  The staff is very easy to communicate with and will provide answers to any questions I have."

Myra W.

Pet Care Business Owner

"I have owned a small but thriving design firm for the last 25 years.  During that time, I have employed several financial groups to help me with my accounting, taxes and invoicing.  I would watch sadly as the different firms grew too big for my small firm needs and their service would suffer.

After several wrong turns, I was directed to Balcerzak Financial Services.  I consider myself very fortunate to have found Ed and his team.  Not only do they help me with taxes, invoicing, all manner of financial needs but they also have been instrumental in helping me secure loans, PPP and the eventual ownership of my office.  Another unexpected benefit is the close eye Ed and his team have on my firm's performance.  I now meet with them on a quarterly basis and receive their keen input on financial strategy and my next steps toward building wealth.  My firm has worked with Balcerzak Financial Services for over 10 years now and I wish I had found them sooner!"

Marty G

Design Firm Business Owner

"Congratulations to Ed and his amazing team on a successful office transition.  The transition from Alan to Ed has been uneventful and no stress or pain.  The efficiency of Ed's staff continues to exceed our expectations.  We enjoy receiving their informative newsletters and other communications and they answer my calls and emails in a timely fashion."

Craig and Christie F

Family Eye Care Business Owners