Balanced Path Financial
Bookkeeping for Small Businesses in New England and beyond
QuickBooks ProAdvisor • Xero Certified • Serving New England
- Accurate monthly or quarterly books
- Clear, plain-English reports you’ll actually use
- Trade-friendly workflows
- Flexible packages that fit your stage and budget
Welcome To Balanced Path Financial
At Balanced Path Financial, our mission is simple: to take the stress out of bookkeeping and give you confidence in your numbers. As QuickBooks ProAdvisors and Xero certified professionals, we provide the expertise and guidance you need to reach your goals. We believe that we rise by lifting others, and that’s the foundation of how we work with every client. If you’re seeking a bookkeeper who is approachable, dependable, and truly invested in your success, Balanced Path Financial is here to be your trusted partner.
Accuracy Behind Every Transaction
Less Stress
Spend more time doing what you love, not stressing over spreadsheets.
More Time
Free up your schedule to focus on clients, growth, and life outside work.
Better Decisions
Simple, useful reports that guide smarter business choices.
Room to Grow
Bookkeeping that scales with you as your business expands.
Smarter Books Better Business
At Balanced Path Financial, we’re all about making bookkeeping feel a little less intimidating and a lot more useful. Whether it’s keeping your monthly numbers on track, catching up past records, or setting you up with the right systems, our job is to make sure you always know where your business stands. Think of us as your behind-the-scenes support—keeping things accurate, organized, and easy to follow so you can focus on running your business, not chasing receipts.
Personalized
Every business is unique—your bookkeeping should be too.
Approachable
No jargon, no judgment—just real support that makes sense.
Proactive
We don’t just track numbers; we help you use them to move forward.
Reliable
Consistent, timely, and detail-focused—so you’re never left guessing.