Bookkeeping and Tax Support Tailored to Fabric, Yarn and Quilt Shops and Makers
Focus on Your Craft. Let me Focus on Your Numbers.
Bookkeeping and Tax Support for Quilt, Fabric and Yarn Shops
Organized. Simple. Purposeful.
Get the money side of your shop working for you. Balanced Path Financial organizes your books, streamlines your systems, and keeps you tax-ready all year so you can spend more time helping customers and less time wrestling with spreadsheets.
Built for shop owners who want clarity, control, and growth without the financial chaos. From day-to-day bookkeeping to tax prep and filing, you get calm, clear support that fits how your creative business actually runs.
When you partner with Balanced Path, you’re not just another account. You get a dedicated bookkeeper, tax pro, and cheerleader in your corner, rooting for your shop and helping you grow on purpose.
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 Creative Time
On average, you will get back 10 hours a month you spend on bookkeeping and reinvest them into designing, making, and selling.
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 retail shops, 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 shop 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, whether you’re a shop owner, maker, or running a creative collective.
Schedule a quick call
Pick a time that works for you, and we’ll hop on a relaxed call to talk about your shop, your money headaches, and what kind of support you’re looking for, bookkeeping, tax help, or both.
Share a few details in the secure portal
Before we meet, you’ll get a short questionnaire and a link to my secure portal. You’ll add basic business info and a few financial details so I can get a clear picture and make the right recommendation.
We explore your options together
On our call, we’ll walk through what I see in your numbers and talk through a couple of clear paths forward. I will let you know what working together would look like and what your monthly or one-time investment would be, no pressure.
Make it official & get onboarded
After our call, I’ll send a summary of what we’ll do together and how we’ll move forward. Once you give the thumbs-up and make your first payment, I’ll get you fully onboarded so we can take the money stress off your plate.
Supporting the People Who Keep Our Creative Communities Thriving
I specialize in supporting fabric and yarn shops, makers and Etsy sellers, and creative collectives or consignment boutiques. If your business revolves around handmade products, inventory, and serving a loyal community, I can help you get your bookkeeping, cash flow, and tax picture working smoothly behind the scenes.
Start Organized. Keep It Simple. Grow on Purpose.
Get expert bookkeeping setup, simple systems, and ongoing tax support for your quilt, fabric, yarn shop or creative business so you can stay focused on customers while your numbers stay under control.
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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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