Bookkeeping and Tax Support Tailored to Fabric, Yarn and Quilt Shops and Makers
Focus on Your Craft. Let me Focus on Your Numbers.
You might need Clean Up Services if:
You run a fabric, yarn, quilt, maker, or small retail shop and your books are always “on the list” but never actually done.
You’ve outgrown DIY spreadsheets and half-updated software and want someone you trust to keep things accurate every month.
You’re tired of guessing and want a clear, plain-English view of what’s coming in, going out, and left for profit, taxes, and pay.
You want tax season to feel like a simple handoff, not a frantic hunt for receipts and last-minute fixes.
You’d rather pour your energy into customers, classes, and community, not reconciling accounts at 10 PM.
Bookkeeping Clean Up Services
Step One
$75 per month that needs to be addressed
When your shop’s books are behind or out of sorts, it’s hard to know where to even start. My clean-up service is a simple, two-part process that gives you clarity first, then a clear path to getting everything caught up.
We start with a paid diagnostic review: I dig into your books, identify what’s off, and map out exactly what it will take to get things cleaned up and current. You’ll get an analysis and a step-by-step plan of action.
Here's what you get:
Scope of Work
Financial Statement Review
Systems & Controls Check
Process Walkthrough
Risk & Compliance Scan
Deliverables
Diagnostic Summary
Action Plan
Step Two
Because every clean-up is different, pricing depends on complexity.
If you decide to move forward, that review fee rolls into your clean-up as a deposit. If not, you still walk away with a clear picture of your numbers and next steps.
When we move into the clean-up phase, I bill by milestones tackling your books quarter by quarter. After each quarter is cleaned up, I’ll send an invoice before we move on to the next, so you can see progress and costs as we go.
Here's what you get:
Scope of Work
Data Collection & Organization
Data Entry & Record Updates
Reconciliations
Financial Statement Refresh
Deliverables
Books brought current, organized, and fully reconciled
Current financial statements ready for tax prep, lenders, or your own planning
A brief summary of what was cleaned up and what I found
Simple recommendations to help you stay caught up going forward
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.
The Balanced Path Promise
Here’s what you can count on when you work with me:
No judgment, ever. I meet you where you are. Whether you’re months behind or just feeling disorganized.
Your built-in cheerleader. I’ll celebrate your wins, remind you how far you’ve come, and support you as your shop and goals evolve.
Transparent pricing. You’ll always know what’s included and what it costs before I do the work. No surprise invoices.
Accuracy matters. If I make a mistake, I’ll fix it promptly and walk you through what changed.
Clear communication. You’ll know what I’m doing, when I’m doing it, and what I need from you without having to chase me down.
FAQs
What are the benefits of having bookkeeping services?
Professional bookkeeping gives you:
Accurate, up-to-date numbers you can actually trust
More time for customers, staff, and the parts of the business you enjoy
Less stress around tax time because everything is already organized
Better decisions, because you can see what’s working, what’s not, and what you can afford
Instead of bookkeeping always living on your “I’ll get to it someday” list, it just… gets done.
What is the purpose of bookkeeping services?
Bookkeeping is the daily/weekly/monthly process of:
Tracking what money comes in and goes out
Categorizing it correctly
Reconciling it to your bank and credit card accounts
Keeping your books clean, consistent, and ready for reporting and taxes
The purpose isn’t just compliance—it’s to create a clear, real-time picture of your business so you can make confident decisions.
How helpful is having my bookkeeping up to date for tax preparation?
It’s huge.
When your books are current and accurate:
Tax prep is faster and smoother
We’re not guessing or cleaning up a year’s worth of transactions in a panic
You’re less likely to miss deductions or report something incorrectly
You get your results (and your peace of mind) much sooner
Think of good bookkeeping as doing 80% of the work before tax season even starts.
Do I need to submit my receipts?
You don’t have to mail me a shoebox, but you do need to keep support for your expenses.
Here’s how we usually handle it:
For day-to-day bookkeeping, we lean on bank and credit card data plus any notes you share.
For unusual, large, or audit-sensitive items, I may ask you to upload supporting receipts or documentation to the portal.
I strongly recommend you keep digital copies of receipts (or use an app to snap photos) so you have backup if the IRS ever asks.
We’ll set up a simple, sustainable system that doesn’t take over your life.
How frequently is my bookkeeping reconciled?
That depends on the level of service you choose and the volume of your transactions, but in general:
Monthly bookkeeping: Accounts are reconciled after the month closes so your reports are accurate and ready for review.
Higher-volume or more complex businesses: We may touch things more often to keep up with activity.
We’ll spell out the cadence in your engagement so you always know what to expect.
How do I get my bank and credit card statements to you?
There are a few options, and we’ll pick what’s easiest and most secure for you:
Direct connections from your bank or credit card to the accounting software, when appropriate
Uploading PDF statements through the secure client portal
Providing access to accountant-view or statement-only logins, when available
The goal is to make sure I have clean, reliable data without you having to jump through a bunch of hoops every month.
How often does my bookkeeper contact me regarding my account?
You’ll hear from me:
More frequently at the beginning while we’re getting everything set up and learning your patterns
On a regular schedule (monthly or quarterly) to review reports, ask clarifying questions, and flag anything that needs your attention
Any time something unusual pops up that I need your input on
And of course, you can always reach out between those touchpoints if you have questions or something changes in your business.
How much time do I save if I use your bookkeeping service?
Most clients save several hours a month and that’s just the time, not counting the mental load of worrying about whether it’s correct.
Instead of:
Wrestling with software you don’t love
Trying to remember what that charge from three months ago was
Spending nights or weekends “catching up” on your books
…you hand it off and get clean, clear reports delivered to you. You get your time, energy, and focus back to use on the parts of your business (and life) that matter most.
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.
Services
Resources
Company
Support
Connect
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.
© 2025 Balanced Path Financial. All rights reserved. Privacy Policy | Terms of Service