About

I abandoned the 9 to 5 grind to find more freedom and do something I care about. I started Balanced Office Solutions, Inc. because I saw a need for smaller businesses who didn’t need a full-time—or even a part-time—bookkeeper. I knew I could help those businesses with better bookkeeping, more organized processes, and a different mindset about their money. Soon, I found that in addition to bookkeeping, I could help these same businesses go even farther by offering business advising and a variety of virtual services. This comprehensive approach has helped so many of my clients take their businesses to the next level.

My 20+ years as an executive office manager taught me a lot about bookkeeping and office management. But, more importantly, I learned how all of the players and processes in a business interact. I can spot inefficiencies a mile away, and I know how to get people on board with change when necessary.

I also know how to explain just enough so that you are well-informed, but not so much that you’re overwhelmed. Because, let’s face it, you already have enough on your mind. I’m always here for you when you need someone to talk you through a crisis moment or to brainstorm creative solutions to a business problem. No matter what’s going on in your world, you can be sure I have you covered. I want you to sleep better at night, knowing that I’m getting things done correctly, efficiently, and without you ever needing to worry.

As a Certified QuickBooks™ ProAdvisor (Desktop and Online), I offer both “done for you” bookkeeping services and set-up and training packages. I also support my clients through virtual assistant services, virtual operations management, payroll, human resources, and my signature money mentorship advising program. I get that no two businesses are alike, and I’m able to adapt and find the solutions that fill each client’s specific gaps in expertise and staffing.