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At Balanced Books and Beyond, we we go beyond the numbers.
We bring order to your books — and insight to your decisions. Whether you're catching up or scaling up, we help you build a financial foundation that supports real growth.
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.
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.
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.
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.

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.

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