Karen has always had a love for organization, efficient systems, and numbers. She graduated from California State University, Stanislaus in 2011 with a degree in Business Administration with a concentration in Accounting. Karen has over two years of experience in the agricultural accounting world. She joined Balanced Books in October 2015 where she immediately connected and found her groove working with clients and the Balanced Books team.
Victoria joined the Balanced Books team in June 2017. As the youngest team member, Victoria brings vibrant enthusiasm to our office. She loves to keep busy by lending a helping hand to her peers. Victoria has three years of retail experience working at the Modesto Nuts Baseball Field, so she knows how to keep up with a fast-paced environment. She is a full-time college student, working towards a Communications Degree at MJC. She plans to continue her education at Stanislaus State, majoring in Business Administration.
She enjoys relaxing outdoors, while playing her ukulele, as well as going on adventures with her boyfriend, Kyle. Not only do they have fun and make great memories, but they mostly enjoy finding great places to eat. Victoria was involved with the yearbook in high school and has since had an eye for photography. You can always catch her snapping pictures at unusual times. On Friday nights, Victoria loves to go trap shooting at Turlock Sportsman’s Club with friends.
Victoria is driven by a challenge and is great at solving problems. Her desire for knowledge and perfection are a great asset to our team!
Hannah joined the Balanced Books team in September 2017. She graduated from California State University, Stanislaus in May 2017 with a degree in Liberal Studies, concentration in Mathematics. She also has over 5 years of experience working in customer service. Throughout all aspects of her life, Hannah strives for perfection and wants everyone around her to be pleased with her performance.
In her spare time, Hannah enjoys relaxing with her husband, John, and dog, Harley. She likes to experience all the tasty restaurants Turlock has to offer. On the weekend, you can catch her at early morning yard sales finding the best deal on furniture and decorations! She loves to take old furniture and refinish it to have a more modern farmhouse look. Family is one of the most important things to Hannah. Sunday nights are always spent with family while catching up over dinner.
Hannah is excited to grow with Balanced Books and start her career as a Bookkeeper. She also loves numbers, which makes her a great addition to the Balanced Books team! She hopes to provide each client with a positive experience and will go above and beyond to make it happen! She is interested in going back to school to obtain her Certified Public Accounting license and further her career. We look forward to watching Hannah grow in her new position!
Karen enjoys time with family, especially her nieces and one nephew. From April to October, you can catch Karen cheering on the San Francisco Giants, traveling to AT&T Park as often as possible to enjoy her favorite team and favorite sport. On the Giants' off-season, Karen makes the trek to Disneyland with her friends whenever she can spare a weekend. With her extensive Disneyland experiences, she can definitely create a successful game plan to make the most of your next Disney trip!
Amanda Joined the Balanced Books team in January 2018. She graduated from Modesto Junior College with a degree in History in 2017. Amanda desires to continue her education at Stanislaus State University, majoring in History with an emphasis on World History. Her ultimate goal is to earn her teaching credential. Amanda has over four years of experience as an Administrative Assistant and loves to help others succeed.
Amanda enjoys spending time with her family, including her three-year-old daughter, Emily, who is the light of her life. She loves to relax with a good book and is currently working on writing her first novel, which she plans to publish when complete. Amanda also enjoys spending time in the mountains and camping with her family (with tents, hiking, and storytelling around the campfire!). Their family tradition is to go on an extended camping trip each year.
We are so excited for Amanda to join the Balanced Books team! She is extremely organized and takes pride in her work. Her attention to detail is on point! She takes the initiative and follows through on all assigned tasks. We appreciate her willingness to take on any project (no project is too big!), as well as her desire to learn and grow.
Jocelyn enjoys spending time taking road trips to explore new locations with her husband, Jacob, and family. She enjoys documenting her adventures through photos and scrapbooking. In addition to new locations, Jocelyn enjoys visiting her grandparents’ cabin in the mountains. She enjoys a wide range of activities including getting swept away in a good book on the porch and riding dirt bikes with her husband, while taking in the beauty of nature.
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Jocelyn looks forward to the challenge of polishing and perfecting any task she has. She is the master at making lists and is dedicated to ensuring that ALL tasks are completed efficiently and on time. Her practicality, reliability, and efficiency are great assets to our team.
Lael (pronounced lay-el) was born and raised in Turlock and gained much of her business experience through working for her grandfather’s automotive business, Balswick’s Tire Shop. From an early age, she was given the opportunity to learn many aspects of the business, including how to sell motor oil and tires! She has over 6 years’ experience in customer service and bookkeeping. She joined the Balanced Books team in September 2017 and was able to jump right into her new role as a result of her prior bookkeeping experience.
In 2015, Lael was given the opportunity to work for Dust Bowl in Downtown Turlock. She held several positions of increasing responsibility, where she excitedly found her niche in the accounting department. Throughout her time working at Dust Bowl, she loved being able to interact with many people and getting to know more about the Craft Beer industry.
She loves spending time with her husband, Ryan, and 9-month-old son Maverick. Her favorite “date night” is sampling new Craft Beers while enjoying a good pizza. We are excited that Lael has joined our team! We know that her prior bookkeeping experience will help her to excel in her new position. We also adore her outgoing personality and infectious laugh!
Norma joined the Balanced Books team in July 2017. She graduated from California State University, Stanislaus with a degree in Liberal Studies. Norma has over a decade of experience working in customer service and aims to please. Her goal is to provide the best quality of work at all times. She specializes in prioritizing, thrives in challenging situations, and strives to deliver only the best.
Norma loves spending time with friends and family. She enjoys cooking, traveling, photography, and hiking. She has hiked many trails in Yosemite and Hawaii, but she ultimately holds Yosemite closest to her heart. Her goal is to take one new “never-been-to-Yosemite” person to hike Nevada Falls each year! She has also hiked the tallest waterfall in North America! (hint: in Yosemite too). In recent years, she decided to diversify her hobby portfolio by joining a fantasy football league for the first time…and ended up winning the league championship two years in a row!
Norma is a great addition to the Balanced Books team, as she strives for the best and will never settle for less. She firmly believes in continuous self-improvement, as well as the improvement of processes around us. Additionally, she has a knack for numbers, patterns and loves to analyze the details!
Karen's attention to detail, dedication to excellence, efficiency, and organization makes her a vital part of the Balanced Books team.
Carrie’s favorite quote is something her mother always says: “Don’t leave for tomorrow what you can do today.” Carrie has a great sense of humor and strives to provide superior customer service. Her attention to detail and enthusiasm is a great asset to our team.
Carrie also completed her degree in Culinary Arts in 2012 where she specialized as a baking and pastry chef. One of her favorite sweet treats to make is bite size desserts, such as Raspberry Almond “Petit Fours”. In addition to creating delicious desserts and being inspired by Pinterest, Carrie enjoys spending time with her husband, Eddie, and her family. Together, they travel to Wisconsin annually to enjoy their family cabin in the woods.
Balanced Books, LLP is a member of the Turlock Chamber of Commerce, CalCPA, BNI Turlock Next Generation, and BNI Turlock Business Builders.
At the beginning of 2015, Balanced Books partnered with Wahl, Willemse & Wilson, CPA's, LLP to form Balanced Books, LLP. This partnership allows our clients more access to financial expertise, including tax preparation.
Crystal has over 18 years of experience in the accounting profession, in both public and private practice. She earned her Certified Public Accounting license in 2006 and subsequently obtained an MBA degree from California State University, Stanislaus in 2012. Crystal is also a QuickBooks ProAdvisor and is QuickBooks certified!
Balanced Books was born on January 6, 2014, founded by Crystal Stapleton. Crystal recognized a need for affordable, quality bookkeeping in our community. The response from local small businesses was overwhelmingly positive and Balanced Books quickly flourished.
Carrie joined the Balanced Books team in 2015. She has over 9 years of experience in the finance industry, including 6 years in banking, where she held positions of increasing responsibility to become Lead Teller Operations Specialist. One of her many accomplishments while in banking was successfully overseeing the annual audit. Carrie has a proven track record for identifying process improvements and implementing solutions.
Crystal enjoys traveling with her husband, Sean, and their two children, Cadence and Colin. They visit Southern California often and always make time to interact with the dolphins at SeaWorld. In addition to family time, Crystal is inspired by finding unique treasures to put in their retail space located inside Just Cause Consignment in Turlock.
Through professional and life experiences, this successful business woman shares valuable insights with her clients every day. Crystal has held various accounting and finance positions in her career and has successfully saved companies over one million dollars by redesigning and implementing new business processes. She has also built and managed multi-million dollar budgets, while carefully monitoring financial trends and identifying key risks and opportunities. Crystal's goal is to help your business succeed!
Jocelyn joined the Balanced Books team in June 2017. She graduated from California State University, Stanislaus in 2016 with a degree in Liberal Studies with a concentration in Expectational Children and Youth. The desire to continue her education lead her to the Concurrent Credential Program, where she will gain two teaching credentials: one in Multiple Subjects and the other in Special Education. Jocelyn has over five years of experience in customer service, sales, and office management. She strives to be a lifelong learner using every interaction as a guide for growth.