Your Business Advisor & Backpocket CFO – All In One
BECKIE NELSON
FOUNDER & QUICKBOOKS QUEEN
Running a business is hard as hell.
But, you don’t have to do it alone.
I’m Beckie – Founder and Numbers Nerd at Balanced Office Solutions. I have over 25 years of experience working with small-to-midsize companies of all kinds–from tree removal services to attorneys, and everything in-between. My background has given me a really unique (and advantageous) knowledge base of business, finance, operations, and accounting.
With that, I started my business as many do: I saw a need in the market to offer services that help entrepreneurs manage their business finances more effectively without having to hire internally.
I’m not just here to organize your books—I’m here to be your sounding board, strategic partner, and the person who explains the why behind the numbers. Because when your finances make sense, your business runs better.
* Our Mission & Vision
* Our Mission & Vision
Mission
Balanced Office Solutions exists to unleash entrepreneurs from the confusion and complexities of business and finance with both strategic and hands-on support that empowers you to make confident decisions for growth and success.
Vision
We envision helping entrepreneurs to actualize their potential and achieve ambitious goals by eliminating the fear, anxiety, and stress so often associated with finance and growth.
The Values We Live By
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People Over Profit
We’re all human here. Work with a real person. A fellow entrepreneur. Someone who gets it. We care more about doing right by our clients, and building strong bonds.
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No Judgment
There’s no “perfect” place to start. Our no-judgment policy means we meet you where you’re at with empathy and openness—messy receipt boxes and all.
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Candid Communication
We ditch the jargon and tell it like it is. We believe honest communication is the quickest route to getting sh*t done, and business advice is only as useful as it is easily understood.
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No A$$holes Allowed
We don’t do ego—we work with you, not above you. Whether we’re advising, managing, or strategizing, it’s always a team effort. Collaboration is key.
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Better Everyday
We believe in making incremental improvements every day—personally or professionally. Business is hard, but we aim to bring ease, joy, and lightness to every step.
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Accessible Expertise
Our job is to make high-quality, high-impact business advice accessible. We’re in the business of helping you succeed, so we personalize our support just for you.
Meet the BOS Team
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Beckie Nelson
FOUNDER & ADVISOR
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Alezandra Ortiz
OPS MANAGER
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Jess Marceau
BOOKKEEPER