Bookkeeping and Tax Support for Small Businesses, Retailers and Online Sellers

Focus on what you do best. I’ll focus on your numbers.

A Full range of services for your small business

At Balanced Path Financial, I take bookkeeping and tax prep off your plate so you’re not spending your nights and weekends trying to figure out where the money went. Whether you sell in a storefront, online, or a mix of both, you’ll get clear, up-to-date numbers, fewer surprises, and a steady plan for what to do next.

When you partner with me, you will:

Make Data-Driven Decisions

Understand your true profitability, from your COGS to your cash flow, so you can price your products and manage your inventory with confidence.

Backlog Resolution

I will clear any backlog of uncategorized transactions, reconcile past accounts, freeing up your team and ensuring your financial data is accurate and up-to-date.

Strategic Budgeting

I help you analyze your spending, identify cost-saving opportunities, and align your budget with key business goals to maximize value and ensure financial sustainability.

End Tax Season Panic

Receive accurate, tax-ready financials. Making tax time a simple, stress-free event. I offer tax services, or I will coordinate directly with your CPA.

Reclaim Your Time

On average, you will get back 10 hours a month you spend on bookkeeping and reinvest them into your business, your customers and you.

Gain Peace of Mind

You won't have to worry about the unknowns. Feel the relief of knowing your finances are organized and compliant.

Support for Every Corner of Your Business

Simple bookkeeping tailored to small business, so your numbers stay organized, accurate, and ready when you need them.

Behind on your books or not sure what’s what? I’ll untangle the mess, fix errors, and bring everything up to date so you can move forward with confidence.

New business or new software? I’ll set up (or re-set) your accounting system, chart of accounts, and workflows so your books actually match how your business runs.

All-in-one small business tax preparation, filing, and year-round income tax support so you can keep more of what you earn and avoid surprises at tax time.

Instead of wondering where the money went, we’ll create a simple plan that tells every dollar where to go, so cash flow feels calm, not chaotic.

Your business is only part of the picture. I’ll help you build a personal money plan that supports your real-life goals, from steady paychecks to long-term savings.

Getting Started Is Simple

Getting help with your books or taxes shouldn’t feel like another big project. I keep the process simple, friendly, and tailored to how you work and how you want your business to run.

Schedule a quick call

Click any “Start Here” button and pick a time that works for you. We’ll hop on a relaxed call to talk about your business, what’s been stressing you out money-wise, and what kind of support you’re looking for (bookkeeping, tax help, or both).

Get your secure portal invite

After you schedule, you’ll automatically get an email to log into my secure client portal. Inside, you’ll find a short organizer with a few questions so I can come to our call already understanding your needs and what you’d like to accomplish.

We talk it through and map your next steps

On our call, we’ll walk through what you shared, what’s working, what’s messy, and what you want your numbers to do for you. I’ll recommend the best next step and explain what working together would look like.

Simple yes, then we get rolling

If it feels like a fit, I’ll send you a clear summary and the next-step paperwork in the portal. Once you approve and make your first payment, I’ll get you fully onboarded and we’ll start taking the money stress off your plate.

Supporting the people who keep small businesses thriving

I work with shop owners, retailers, and online sellers who have a lot going on. Inventory to manage, orders to fill, customers to take care of, and decisions to make fast. If you’re ready for bookkeeping that stays current, cash flow that’s easier to follow, and taxes that don’t feel like a surprise attack, I’m here for it. I’ll keep the numbers running smoothly behind the scenes so you can stay focused on running the business.

Start Organized. Keep It Simple. Grow on Purpose.

Get expert bookkeeping setup, streamlined systems, and ongoing tax support so you can stay focused on running your business while your numbers stay under control.

Balanced Path Financial was started with a simple belief: when your books are organized and your numbers actually make sense, it’s a whole lot easier to focus on growing the business you really want.

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