contact us

Let’s take charge of your business finances together

Reach out to us via the inquiry form below, and we’ll be in touch via email within 2 business days to book a consultation call.

We can’t wait to learn more about you and your business!.

Contact

Jennie Stowe

hello@balancedbreezefinancial.com

Socials

Hours

M-F 8a-5p

by appointment only

Empowered questions from service-providers like you:

  • Deep down you know you need a helping hand to make sure your financial records stay accurate. But right now the path there feels full of decisions, like whether an employee is better than a trusted partner, and if financial help can really be accurate and easy to understand.

    You want a CFO to help you address your business strategy and help you craft a path to hit all your big, scary, audacious goals. You want a bookkeeper that doesn’t miss the little things. You want to stop worrying about tax time.

    We’re here to get to know you and your business first. Helping small service-providers lights us up! Our goal is to make your finances feel easier while supporting you to add more profit to your bottom line.

  • Be honest: do you really have time to do everything in your business, including your books?

    If you’re like “heck no”, then besides reclaiming your time, you’ll feel better knowing you’ve outsourced your books to a professional team full of savvy financial experts who care about you AND your business.

    A CFO that considers your unique goals can help you feel confident knowing you’re making the right decisions to get your business where you want it to go (and be profitable in the process).

    By outsourcing your bookkeeping you can relieve some financial pressure since you don’t have to hire an employee (and worry about all the tasks and expenses that go along with hiring, managing and training them).

    Plus, with the help of cloud-based software, your bookkeeper and CFO can work with you no matter where in the world you are.

  • Great question! To keep it simple: a bookkeeper keeps businesses' financial records up-to-date.

    This includes tasks like: categorizing all income and expenses, monthly reconciliation of bank and credit card accounts, processing of payroll, monthly/quarterly preparation and interpretation of financial reports (like your Balance Sheet, Profit and Loss reports, and even your Statement of Cash Flows), and year-end preparation for your tax professional.

  • A fractional CFO is for businesses that have grown to the point they need a CFO, but may not want to invest in a full-time salaried position yet.

    They provide a service including everything a salaried CFO would bring to the table but at a fraction of the cost. Things like monthly meetings, interpreting financial reports, strategic planning, and business financial advice all fall within the purview of a fractional CFO.

Think we’re the bookkeeper or CFO for you?

We’re here for the ones who want to get monthly financial management off their plate and who trust an expert to do it right.