It’s time for your business finances to work as hard as you do.
Strategic financial advice & bookkeeping for service-providers ready to manage their money with confidence and actually understand their finances.
No more crossing your fingers and hoping for the best.
We’re here to take managing your business finances off your plate, help you get paid, and grow your profits consistently.
Your business finances are definitely not as daunting as they seem. Most days, you’re overwhelmed by all the tasks on your plate and it's making you feel like you’ll never have time for yourself. You’re too busy working on everything else on your to do list to even think about updating your financial tracker and making sense of your financial reports. You end every day wishing you’d gotten to it, but so unsure where to start.
You wish you didn’t have to categorize transactions and interpret what all the ‘finance stuff’ even means. You want to stop letting your receipts pile up, stop feeling anxious about managing your books, and start taking control of your business finances. You’re ready to hire a financial expert so you can free up your time and make sound business decisions.
Welcome to Balanced Breeze Financial. We’re so glad you’re here.
35 small businesses served | 5 years in business
Ready to get paid and grow your profits consistently?
If you think all CFOs or bookkeepers are the same, think again. Our services are here to help you be intentional with your funds.
Ready to feel at ease and put profit back in your account?
Clean it up
Bookkeeping Clean Up
Is your business dying, surviving, or thriving? If you’ve got messy finances it can be really hard to tell!
Our bookkeeping cleanup service helps you get back on track, so you know your financial health with crystal clarity.
Ongoing Bookkeeping Services
Maintain it
For small service-based businesses that want support in keeping their finances up to date and accurate to see the true state of their business finances every month.
Strategically support itFractional CFO Services
For businesses that have grown big enough to need a CFO, but who may not want to invest in a full-time salaried position (yet). It’s strategic planning, business advice and interpreting your financial reports all in one.
about usHi, We’re Balanced Breeze Financial!
We believe every small service-provider deserves to understand their finances to make better business decisions. So if the thought of knowing what you can spend (and when) makes you want to kiss your laptop screen, we’re so glad you’re here.
At Balanced Breeze Financial, we’re not treating this like a transactional relationship. We’re treating this like a lasting relationship. No more getting financial reports that don’t make sense. No more night sweats about what you should do next in your business.
Let’s get to know each other and understand the patterns in your finances.
“From day 1 I saw the value in working with Jennie. At our initial meeting, Jennie brought me a sense of calm and confidence. She mapped out a well thought out project to help me catch up and ‘clean up’ my books and has been instrumental in guiding me and inspiring me to take control of my monthly finances so that I can make sound business decisions and find ways to invest in my business. I now look forward to my bookkeeping review meeting each month!”
— Meg O’Leary
Need some financial inspiration?
It’s time to get strategic financial advice & bookkeeping for your service-based business so you can grow profitably this year.
Ready to finally take control of your business finances?
Get to know our process
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Answer a few questions about your business to help us get familiar with your needs.
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We’ll review your questionnaire and send you a link to book a consultation call. It’s a chance for us to get to know each other and share what it can look like when we work together.
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We take the information gathered on your consultion call and look over your bookkeeping software to create a proposal for your unique needs. Then, we present your proposal over a quick 10 minute call.
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Once you accept the proposal, you’ll review and sign the contract, and then pay the invoice.
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When you complete the onboarding steps, we’ll set to work on your chosen package.
SIGN UP TODAYYou’ve got Balanced Breeze mail.
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