Clear, Organized, Stress-Free Finances
We bring order to your books and insight to your numbers, so you can focus on running your business with confidence.
About
Balanced Books and Beyond helps small businesses turn financial chaos into clarity. With 25 years of accounting and operations experience, we bring structure, insight, and confidence to the numbers that matter most.
Our role is to simplify your financial world so you can focus on running and growing your business. We believe clear, accurate books aren’t just about staying compliant — they’re the foundation for smarter decisions, reduced stress, and sustainable success.
Services
What Service We Offer
Bookkeeping and Quickbooks
Accurate, organized books and QuickBooks support you can rely on.
Catch Up and Prep
Behind on your books? We’ll get you caught up fast and tax-ready.
Financial Process Automation
Smarter systems to simplify invoicing, expenses, and payments.
Strategic Advising
Clear insights and financial strategy to support confident decisions.
Business Insights
Custom reporting and analysis to help you see the full picture.
Personalized Support
Flexible support tailored to your unique goals and workflow.
Testimonials
We Are Trusted Over 16+ Countries Worldwide
Our business has grown a lot over the last several years, and the financial side became too complex to manage with basic tools and spreadsheets. That’s when we started working with Marianne from Balanced Books and Beyond — and she’s been with us ever since. She built systems that handle everything from complex invoicing and time tracking to payroll, 401(k)s, 1099s, and reporting. But what really stands out is her ability to evolve with the business. She’s more than a bookkeeper — she’s a fractional CFO and a strategic partner we trust completely.
Richard Hagen -
Educational Therapy Professionals
Marianne has been my bookkeeper for a decade,, and the third bookkeeper I have worked with over the years. She is simply the best—reliable, accurate, thoughtful, and always willing to help. I trust her completely with my books. My CPA enjoys working with her at tax time. Everything is well organized and ready to go. In the past, we have had to go back and pull materials together for my CPA. With Marianne it’s always there and done right.
Chuck
Balanced Books and Beyond was an outstanding partner in helping us manage our financial records with accuracy and efficiency. Marianne is professional, detail-oriented, and was always willing to go the extra mile to ensure our books are in order. She streamlined our processes, making it easier for us to stay focused on running our business while knowing our financials are being handled correctly. We appreciate her responsiveness, reliability, and commitment to keeping everything organized and compliant. We highly recommend Balanced Books and Beyond to any business looking for dependable bookkeeping support.
Interstate All Battery Center
FAQS
Do you replace my CPA or accountant?
No — we complement them. We make sure your books are accurate and usable year-round, so your tax prep (and business decisions) aren’t a scramble.
What kind of businesses do you work with?
We support a variety of small businesses — including law firms, consultants, and other professionals — but we also work with trades, nonprofits, and hybrid models. If you’re running a business and want better financial visibility, we can help.
What makes you different from other bookkeeping services?
We don’t just reconcile and categorize. We help you understand what your numbers mean — and use them to run a better business. It’s bookkeeping with strategy behind it.
Behind Balanced Books and Beyond
