Welcome to Be In Balance

I simplify personal finances by ensuring bills are paid on time, accounts stay reconciled, and budgets are tailored to your needs. Monthly family reports and year-end financials provide clarity, organization, and support for smooth tax preparation.

Beyond daily money management, I advocate on your behalf with vendors and creditors, organize paperwork, and schedule important appointments. I also coordinate with professionals such as attorneys, accountants, and Medicaid specialists, making sure every financial detail is handled with care and confidence.

I streamline small business finances by managing accounts payable & receivable, payroll, sales tax, and reconciliations across bank, credit, and investment accounts. My services also include accurate journal entries, expense tracking, and depreciation management to keep records clear and reliable.

Beyond daily operations, I prepare monthly and year-end financial statements, negotiate with vendors, and support startups with setup and loan amortization schedules. With expertise in QuickBooks, Quicken, Stampli, and Bills.com, we ensure your business runs smoothly and efficiently.