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

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The Balanced Path Resource Library

Free Worksheets & Checklists to Support Your Money Systems

Whether you’re launching your business, catching up on books, or trying to keep more of what you earn, these bite-sized worksheets and checklists are designed with small shop owners and makers in mind. Download what you need, put it to work, and keep your business on a stronger financial path.

5 Must Have Tax Saving Strategies for Creative Shops

This guide breaks down 5 must-have tax-saving strategies specifically for shop owners and makers so you can keep more of what you earn, skip the guesswork, and feel more confident when tax time rolls around.

8 Ways To Create More Financial Strength For Your Business

Sales alone don’t create lasting financial strength especially when you’ve got inventory, staff, and overhead to juggle. Here are 8 practical ways to make your business financially stronger:

8 Big Money Mistakes Small Businesses Make

When you know the common mistakes, you can avoid themand keep your business on a much steadier path.

The Ultimate Business Launch Checklist

Starting a business comes with a lot of moving parts. The Ultimate Business Launch Checklist helps you organize the legal, financial, and everyday setup pieces so you can stop second-guessing and start moving forward. Download it and use it as your step-by-step guide.

Decision Tree for Who Gets a 1099?

Not sure if you’re supposed to send a 1099 to a contractor or vendor? This quick 1099 Decision Tree walks you through a few simple questions so you can see whether a 1099 is likely required for that payment. Use it as a guide to get more clarity before you talk with your tax professional.

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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