Hero

Books Balancer Bookkeeping

Helping service-based business owners stop the "looks profitable but feels broke" cycle by finding where money's actually going — the phantom expenses, billing gaps, and cash flow traps buried in your books.

No more wondering if you can afford to hire. No more tax-season panic. No more guessing what you're actually making per client.

Just clear, honest numbers that show you exactly what's working, what's bleeding cash, and what to do next so you can scale without the financial anxiety.

Your choice:

1. Monthly Bookkeeping Systems

Perfect if you want your books handled for you, every month.

• Turn scattered receipts and statements into clean, organized books

• See what’s actually coming in and going out (without spreadsheet gymnastics)

• Stay tax-ready all year instead of cramming in March or April

• Get simple summaries you can actually read and use

• Make smarter decisions about pricing, hiring, and growth

2. Cleanup & Catch-Up + Strategy

Perfect if things are behind, messy, or you’re embarrassed to open QuickBooks.

• Clean up past months (or years) so everything finally matches reality

• Fix mis-categorized transactions and strange balances

• Get a clear starting point for taxes and future planning

• Understand what your numbers are really saying about your business

• Leave with a simple plan so you don’t fall behind again

This is a low-pressure call to see if monthly bookkeeping makes sense for where your business is right now, or if you need something else first.

We'll assess where your systems are creating friction, identify what needs streamlining, and create a roadmap to clean up your operations.

Brief call for general questions, referrals, or exploring how we might work together.