Balance Books
Our
Story
Get to Know Us
Accounting and bookkeeping services explained. We believe that financial clarity is the foundation of a balanced life. Our approach blends meticulous accounting precision with a calm, professional advisory style designed to help you manage your business with confidence and peace of mind.
Our Team.
At Balance Books, we believe that financial clarity should be as effortless as a well-balanced life. Founded on the principle of professional excellence, our firm has dedicated itself to providing sophisticated tax advisory and CFO services that empower businesses to thrive without the burden of complexity. We are committed to delivering precision and trust through a minimalist approach to accounting, ensuring your business remains agile and your personal time remains yours.. We bring together a team of seasoned professionals dedicated to providing sophisticated financial advisory and tax services with precision and care.
Paula Winemiller, MAFM
Owner
Our Services
1
Tax Services
Preparation and filing services that align with your unique financial goals and industry demands. Our strategic planning and advisory offerings are crafted to enhance your tax position and support your long-term financial well-being. Let us help you navigate the complexities of tax regulations while maximizing your potential for success.
2
Bookkeeping
Bookkeeping services play a crucial role in maintaining the financial health of your business. We meticulously record, sort, and reconcile your transactions each month, ensuring accuracy and transparency. Our comprehensive services include bank and credit card reconciliations, categorizing income and expenses, and providing essential monthly financial statements like profit and loss and balance sheets. Let us handle the numbers, so you can on growing your business.
3
CFO Services
Comprehensive financial management is essential for organizations aiming to achieve sustainable growth. By integrating strategic leadership, businesses can enhance operational excellence and navigate market challenges effectively. This approach only optimizes resources but also fosters innovation and resilience in a competitive landscape. Embracing these principles will set the foundation for long-term success.
We deliver precision-driven financial solutions with a commitment to technical excellence and professional integrity.
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Steven Roberts
“Our new accounting firm saved us $67,000 in the first year through tax optimization strategies our previous firm missed entirely. The proactive approach to tax planning made the difference.”
Steven Roberts
CEO, Cascade Ventures
Greg Watson, NY
“Solid firm with responsive partners. The advisory work has been good, and they're always available when urgent questions come up. I'd recommend them for mid-market businesses.”
Greg Watson
VP of Finance, Horizon Manufacturing
Lisa Driver, MI
“We've been with this firm for 7 years and they've scaled their services alongside our growth — from basic bookkeeping to full CFO advisory. That adaptability is what keeps us loyal.”
Jennifer Lee
CEO, Riverdale Group
Industries Served
Healthcare & Physicians
Construction
Startups
Small Business
Real Estate
Restaurants & Food Trucks
Franchise Owners
