Who we are
I provide dependable, full-charge bookkeeping and other professional services for small businesses that want clarity, consistency, and confidence in their financials. Based in Lynchburg, Virginia, I support both local businesses and remote clients nationwide.
I founded True Balance with a strong commitment to stability, responsibility, and long-term reliability. After becoming a single mother, I made the decision to build an independent bookkeeping practice grounded in the same principles I bring to my clients' financials today: accountability, structure, and follow-through. That perspective shapes how I work—carefully, consistently, and with a deep respect for the importance of accurate records and dependable systems.
I focus on the day-to-day bookkeeping and month-end close that keeps financial records accurate, organized, and tax-ready throughout the year. My work is process-driven and detail-oriented, ensuring business owners always know where they stand financially and accountants receive clean, well-documented books they can rely on.
My services include full-charge bookkeeping, bank and credit card reconciliations, month-end close and reporting, QuickBooks setup and cleanup, and ongoing support tailored to each client's operational needs. I work primarily with QuickBooks Online and QuickBooks Desktop and coordinate closely with CPAs and tax preparers to ensure a smooth handoff at tax time. I do not provide tax advice; all tax matters are deferred to the client's accountant.
I value long-term client relationships, clear scopes of work, consistent timelines, and professional discretion. Whether you are a business owner looking for reliable bookkeeping support or an accountant seeking a referral partner you can trust, my goal remains the same: clean books, clear reporting, and a financial foundation you can rely on.
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