Bookkeeping and Tax Support Tailored to Fabric, Yarn and Quilt Shops and Makers

Focus on Your Craft. Let me Focus on Your Numbers.

About Balanced Path Financial

Dedicated to your success

Bookkeeping and taxes shouldn’t feel complicated or overwhelming. My job is to keep your quilt, fabric and yarn shop’s books accurate and organized in a way that matches how your shop actually runs.

You bring the vision; I bring the financial know-how. Tell me where you want to go, and I’ll make sure your books are set up to support you: inventory and cost of goods done right, cash flow you can plan around, and reports that actually make sense.

My success is tied to yours. If your business is thriving, I’m doing my job.

Mission Statement

To help quilt, fabric, yarn, and other small retail shop owners feel calm, clear, and confident about their money by providing organized bookkeeping, practical cash management, and straightforward tax support for their shops so they can focus on their customers, community, and craft.

Vision Statement

A world where creative shop owners treat their business like their top client, pay themselves well, and use their numbers as a simple, everyday tool for making intentional decisions not a source of stress.


Balanced Path Financial will be the go-to money partner for maker-focused shops who want organized finances, steady growth, and a business that supports the life they’re building.

Core Values

Clarity Over Confusion
I keep the numbers organized and the explanations simple. No jargon, no lectures just insight you can actually use.

Judgement-Free Support
Whether you’re brand new, behind, or somewhere in between, we start where you are. There’s no shame in your books only next steps and better systems.

Whole-Money Perspective
Your bookkeeping, cash flow, and taxes are all connected. We look at the full picture so your business and personal finances can work together instead of competing.

Integrity & Transparency
You deserve honest guidance and clear expectations. From pricing to processes, we communicate openly and follow through on what we say we’ll do.

Education & Empowerment
I don’t just “take it off your plate” I will help you understand what your numbers are saying, so you can make confident decisions without needing an accounting degree.

Community & Care
Your shop is more than a business; it’s a hub for creativity and connection. I'm here to support the humans behind the numbers and help your community thrive.

Calm, Intentional Growth
I believe in growing on purpose, not by accident. That means timely books, realistic goals, and steady progress that supports both your business and your life.

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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