About - Balanced Path Financial

Your Path to Financial Health Starts with Solid Bookkeeping

Before starting Balanced Path Financial, I spent my career in insurance and risk mitigation — where being accurate, organized, and clear wasn’t optional, it was just how things got done.

Right out of high school, I joined the Navy and served aboard an aircraft carrier. The Navy taught me the value of honor, courage, and commitment — and those lessons still guide everything I do today.

I started this bookkeeping business because I know how overwhelming finances can be when you’re juggling a million other things. My background has given me a knack for spotting issues before they become problems, staying calm under pressure, and taking my work seriously — without taking myself too seriously.

I’m all about honest relationships, thoughtful work, and helping you feel confident and less stressed about your business finances.

Free time means family, grandbaby cuddles, and dogs at my feet. To relax I enjoy being creative and love to knit and sew.

This is me — yarn wrangler, fabric tamer, full-time chaos coordinator for kids and dogs — always keeping things together.

If you’re looking for a bookkeeper who’s approachable, detail-oriented, and genuinely in your corner — let’s connect.

-Robyn

Here’s How I Support Your Business

Clarity on Where Your Money’s Going

No more mystery around your expenses. I will reconcile and organize your books every single month so you always know exactly where your money is going—and why. You’ll never be stuck asking, “Where did it all go?” again.
Quick Answers When You Need Them

Have a question? Don’t sit on it. Through your secure client portal, you can message me anytime—by email, text, or chat—and get a clear, thoughtful response within one business day. You're never on your own.
Insight You Can Actually Use

I won't just hand you a pile of reports and expect you to figure it out. Each month, I deliver clean, easy-to-read financial statements—along with clear explanations and recommendations to help guide your decisions. Real insight, real impact.
Support That Grows With You

Whether you’re just getting started or scaling up, your goals are my number one priority. As your needs change, I will be right there to help you stay financially grounded and confident every step of the way.
A Reliable Rhythm

You’ll always know what’s happening and when. From routine reconciliations to scheduled check-ins, I will keep your finances running smoothly in the background so you can stay focused on your business or life.

Let’s make your bookkeeping one less thing to worry about so you can focus on what matters most to you!

Let’s see how we can make bookkeeping easier for you — book a call today.

We’ll talk through your needs and find the best path forward for your business.

Take the first step

Balanced Path Financial

Your Path to Financial Health Starts with Solid Bookkeeping

Here’s How I Support Your Business

Clarity on Where Your Money’s Going

Quick Answers When You Need Them

Insight You Can Actually Use

Support That Grows With You

A Reliable Rhythm

Let’s see how we can make bookkeeping easier for you — book a call today.

Our Core Belief

Balanced
Path
Financial