Who We Are
Our Services
We cover the day-to-day details of bookkeeping—things like accounts receivable, accounts payable, monthly reconciliations, expense tracking, and financial reports—so you don’t have to keep juggling them on your own.
If you’re just getting started, our Setup services make sure your books are built on a solid foundation. We’ll get your accounting software running smoothly, create a chart of accounts that actually fits your business, and connect your bank feeds so everything flows the way it should.
Already in business but things are a little messy? Our Cleanup and Catch-Up services help you get back on track. We’ll sort out what’s fallen behind, reconcile your accounts, and organize your records so you can move forward with clarity.
Every business is different, so we don’t force a one-size-fits-all approach. Instead, we listen, adjust, and build a bookkeeping solution that gives you exactly what you need to feel confident in your numbers.
Our Approach
When you work with Balanced Path Financial, here’s what you can expect:
Peace of mind – Your books stay clean, accurate, and up to date—without you stressing over the details.
Clarity – Reports that make sense in plain English, so you can actually use your numbers to make smart decisions.
Time – More hours in your day to grow your business… or even take a day off without guilt.
Here’s the thing: we see our success tied directly to yours. If your business is thriving, we know we’re doing our job right. That’s why we set out to make bookkeeping feel less like a headache and more like a tool you can lean on. Our goal is to take the confusion out of your finances and replace it with confidence and control. Bookkeeping should support your goals—not get in the way of them. And at the end of the day, it’s about helping you build the kind of business, and the kind of life, you’re aiming for.
“Profit is not an event. It's a habit.” – Mike Michalowicz
Meet the Founder & CEO
Here’s how I look at bookkeeping: it shouldn’t be complicated or overwhelming. My job is to keep your books accurate and organized in a way that actually makes sense for your business. No one-size-fits-all templates here—I get to know how you work and build a system that fits around that. At the end of the day, it’s about making your numbers something you can actually use, not something that just sits in the background collecting dust.
My approach is simple—I take the ideas and goals you have for your business and pair them with the financial know-how I bring to the table. You know where you want to go, and I’ll make sure your books are set up to support you along the way.
-Robyn