Financial Clarity & Business Growth Support
Gain clarity, confidence, and balance through personalized bookkeeping services and business improvement guidance designed to strengthen your financial foundation and help your business evolve.Here’s How I Can Support You
I know what it’s like to feel overwhelmed by disorganized finances, unclear processes, and the pressure to keep everything running smoothly. You need clarity, efficiency, and someone who gets it—and that’s where I come in.
My answer to your problem is insight, process evaluation and creation, education, and a cheerleader (me) supporting you every step of the way.
Together, we’ll transform your business operations, so you can finally focus on what you do best without the stress!
Balanced Business
Ongoing financial oversight that keeps your business balanced and your numbers working for you.
You shouldn’t have to wonder whether your books are current, your transactions are properly recorded, or what your financial reports are telling you. Balanced Business provides ongoing financial oversight tailored to your business, giving you confidence that your financial information is accurate, current, and ready to support better decisions.
INCLUDES
- Processing and classification of transactions on a weekly or monthly basis, depending on your needs
- Monthly reconciliation of current asset and liability accounts
- Financial statement review and oversight
- Identification of items that may require attention or follow-up
- A customized level of support based on your business and its needs
MONTHLY INVESTMENT $400-$900
Your monthly investment is established based on you business needs and the level of financial oversight your business requires. As your business and needs evolve, your scope and monthly investment may be adjusted accordingly. Work requested outside of the agreed scope of services is billed separately and will be discussed before additional work begins.
QUICKBOOKS REVIEW & ONBOARDING $200.00
Before beginning ongoing services, I review your QuickBooks file to understand the current condition of your books, identify any necessary corrections, and assess your transaction volume and financial needs. This allows us to establish an appropriate scope of work and create a clear plan for moving forward.
Business Evolution
The Balance In Your Business Project is a guided journey that helps small business owners create the structure, clarity, and accountability needed for sustainable growth. Together, your leadership team will evaluate how your business operates, identify opportunities for improvement, and build practical systems that support both your people and your profits.
Using the Eagle Eye Framework™, you’ll strengthen communication, clarify roles and responsibilities, improve processes, and establish goals that help your business operate with greater confidence and consistency.
Whether you’re experiencing growing pains or simply want a stronger foundation, this project helps transform day-to-day chaos into intentional, repeatable success.
Ideal for businesses that are ready to work on their business—not just in it.
INCLUDES
A guided journey to bring more clarity, organization, and balance to the way your business operates. Starting with conversations and evaluations, we identify what is working, what may be creating challenges, and where simple improvements can make a meaningful difference. Together, we create practical steps that support your team, your processes, and your continued growth.
Typical engagement: 2–8 months, depending on the needs of your business.
INVESTMENT
Designed to meet your business where it is. After an initial conversation and evaluation, a customized project plan and investment recommendation will be provided.
Projects generally range from $2,000–$5,500
BUSINESS ASSESSMENT & GOAL ALIGMENT
This package includes an initial discovery process designed to understand your business, your current challenges, and your goals. Through thoughtful questions and conversations, we identify opportunities for improvement and determine the areas of focus for your Balance In Your Business Project.
HOW WE CREATE BALANCE
Operations Evolution Model™ (OEM):
The OEM provides the structure for turning insights into practical improvements. Using this approach, we review workflows, identify opportunities for greater clarity and efficiency, and help integrate improvements into your existing business operations in a way that supports your team and encourages continued growth.
Balance Boost Support
INCLUDES
Three contacts (phone or email) for quick, expert guidance on your financial questions. Each contact is scheduled, limited to 20 minutes, and email responses will include one thorough resolution.
IDEAL FOR
Clients who have a solid understanding of their financial systems and just need occasional guidance.
COST
$150.00 billed monthly. This ensures the service is always available when you need quick advice and financial guidance. If research is required, you’ll be offered other options or billed separately.
EXAMPLE CLIENT CALLS
- Reviewing a recent transaction
- Clarifying financial report questions
- Assistance with QuickBooks entries
- Planning upcoming expenses
REASONS TO USE THIS SERVICE
- Guidance on decision-making without committing to ongoing services
- Small financial issues that need clarification
- Quick assistance with process questions
-
Managing unexpected financial scenarios efficiently
My services are perfect for you if…
- You’re ready to take control and find that balance between work and life.
- You appreciate personalized support, clear communication.
- You’re open to thinking outside of the box to help make real change.
- You’re ready to learn about your business’ financial health & how to take control of it!
My services are not a good fit if you’re…
- Not not willing to ask for help when you feel stuck or get overwhelmed.
- Not quite ready to learn new perspectives and embrace new approaches.
- Reluctant to discuss your business and personal life needs.
- Looking for overnight success or instant results or shortcuts.
- Struggling with trusting someone with your company’s financial data.
What My Clients Are Saying…
“Nadine has been essential in not only helping us organize our book keeping for our new small business but actually understand our books. We brought ‘Balance in Your Business’ in to help us organize our books for end of year taxes and to train us on how to keep better books ourselves as we went throughout the year.
Nadine has a wonderful way of taking things that felt “over our head” and explaining them in a way that we could understand and then execute. Thank you, Nadine, for being our interpreter and guide on our journey into the depths of bookkeeping.”
Frequently Asked Questions
When should I hire a bookkeeper or evaluate my business?
Now! Don’t put off your need for help. Delaying getting help can cost you $$! Your CPA may be the last one touching your books and if they need to perform a clean up the cost could be 3X more!
How do I know where I need help?
I think if you have come to this section of my website you probably are looking for advice and direction. Let’s discuss your needs and go from there.
How can I possibly afford to pay you?
Let me ask you this…how much time do you spend daily or weekly struggling to get tasks done that are outside of your “zone of genius”?
Multiply those by “your” hourly rate. I expect hiring me will save you this time and money!
Ready to take the next step?
Let’s build a balanced future together.
I hope you’ve found all the information you need to feel confident about taking the next steps toward a new business approach.
As I work closely with each client to create personalized strategies, I limit the number of new clients I take on. If you have any questions or want to explore working together, please reach out.
I’m excited to help you achieve balance and clarity in your business and life!