I want to help you succeed by providing accurate financial assistance and information
B. Balanced Services provides cloud based and remote bookkeeping services for small to medium size businesses. I have the knowledge and expertise to help you grow your business. This comes from the love and use of technology to streamline the process, so it integrates perfectly together, saving clients time and money! I provide remote financial services within multiple industries, including (but not limited to)...
- Trades (Construction, Electrical, etc)
- Service Providers
- Retail Sales
- Law Firms
- Small Business, and more.
I want to be your trusted advisor. I want to help you keep more of what you earn.
I take the time to listen in a completely judgment-free zone, because I want to understand your needs, goals, and and dreams not only for your small business, but for your personal life as well.
I want to get to know you!
My Knowledge & Experience
= Your Business Growth & Success
Your B. Balanced team is on hand to remove the burden of bookkeeping from your life to enjoy the fruits of your labor! Over time, your team will come to know your bookkeeping needs inside and out, giving you peace of mind and more time to focus on your business.
Got a question? No problem. Send me a text, email, or just call. I will respond to questions as soon as I can.
Peace of Mind
Your data is protected with 256-bit SSL/TLS encryption. That's the same level of encryption you'll find with online banking and online shopping. All of your documents and company information are kept confidential at all times.
You can feel secure and trust that I coordinate with the very best professionals to call on for your benefit.
We are proud to be a Wisconsin, USA business!
Proud to be a Member of the American Institute of Professional Bookkeepers (AIPB)
I am driven, self-motivated, meticulous, detail oriented, and my passion is numbers and bookkeeping!
I approach my work with one simple thought: Treat others as you would want to be treated; if someone else were doing what I do for me, what would I want that relationship to look like?
As a business owner myself, I understand how important it is to have things run as smoothly as possible. That's why I'm here for you.
I have used Quicken for my personal finances since 1994.
I have used QuickBooks Desktop for various small business accounting since 2002.
It is my intent to continue learning and expanding my knowledge to help you, my client.
I work from home so I don't have the overhead other bookkeepers and accounting firms have. This means you can get expert value at a reasonable cost for your small business!
The Earlier Years
I started working in a law office at the age of 13.
It was in 1992 that I started my journey into title insurance and real estate. I became a licensed title agent in 1994.
I am a paralegal, receiving my paralegal certificate in 2001.
Also in 2001, I became a licensed real estate broker. I didn't sell real estate actively, I got my license to help one of my clients who was selling lots and spec homes in various subdivisions he owned.
I have extensive experience in bankruptcy, corporate finance, business entities, real estate, mergers & acquisitions, estates and trusts, income tax planning & preparation, civil & small claims, employment law, health care law and administrative law.
My additional experience is as an office administrator, administrative assistant, legal assistant, human resources representative, real estate broker, and title insurance agency owner.
I was diagnosed with Stage IV metastatic breast cancer in 2015. I was given six months to live, so I prepared to die before I turned 45. I retired from the working world. I have responded very well to treatment, and see my oncologist every three months.
My husband Rob and I have eight children between us, and fifteen grandchildren. We enjoy going 'up north' to the Wisconsin woods on weekends during the summer and for deer hunting season, and riding 4-wheelers.