About Us

Empowering Your Financial Future

We are dedicated to helping businesses and individuals navigate the complexities of finance with confidence and clarity. With years of experience in financial planning, investment management, business consulting.

Our experienced team delivers reliable insights and strategies, ensuring your financial decisions are well-informed and secure.

Our Services

Expert Financial Services for Your Needs

Tax Prep Assistance

Bookkeepers play a crucial role in helping CPAs streamline tax preparation for small businesses. By maintaining accurate financial records, categorizing expenses, and reconciling accounts throughout the year, bookkeepers ensure CPAs have clean, organized data when tax season arrives. They help identify deductible expenses, track income, and manage compliance with tax regulations, reducing errors and saving valuable time.

Strategic Planning + Insight

A skilled bookkeeper does more than just track income and expenses—they provide valuable financial insights that help you make informed, strategic decisions for your business. By maintaining accurate records, monitoring cash flow, and identifying trends in your finances, a bookkeeper ensures you have a clear picture of your company’s financial health.

With up-to-date financial data, you can plan for growth, manage expenses, and make proactive decisions about investments, staffing, and budgeting!

Monthly Bookkeeping

Stay financially organized and stress-free with our monthly bookkeeping services, tailored for small businesses and ALL kinds self-employed professionals. We handle transaction recording, bank reconciliations, invoicing, financial reporting, tax preparation assistance, cash flow management, and more—so you can focus on growing your business.

Our services help prevent costly errors, improve decision-making, and keep your books tax-ready year-round. Whether you’re a freelancer, contractor, or small business owner, we provide the financial clarity and stability you need to succeed!!.

Security Protection

We prioritize the security and confidentiality of your financial data by using industry-leading bookkeeping software with advanced encryption, multi-factor authentication, and secure cloud storage. Our programs ensure that your sensitive information is protected against unauthorized access, cyber threats, and data breaches.

In addition to robust security measures, our services are backed by insurance, providing an extra layer of protection for your financial records. With automatic backups and compliance with financial security standards, you can have peace of mind knowing your data is safe, accessible, and well-protected.

What We Do

Accurate bookkeeping is the foundation of a successful business, helping you track cash flow, manage expenses, and stay tax-compliant. Without it, financial mistakes can lead to costly penalties and missed growth opportunities.

We provide expert bookkeeping services to keep your records organized, ensure tax readiness, and give you clear financial insights. Whether you’re a startup or a growing business, we help you stay on top of your finances so you can focus on what you do best.

Our Expertise

Small Businesses + & Self Employed Professionals

We specialize in providing tailored bookkeeping solutions for small businesses and self-employed professionals. From tracking income and expenses to reconciling accounts and preparing tax-ready financials, we ensure your books are accurate, organized, and up to date.

Our goal is to simplify your finances, prevent costly mistakes, and give you the insights needed to grow your business with confidence. Whether you’re a freelancer, contractor, or business owner, we’re here to help you stay financially secure.

Tailored Approach

Client Focused Solutions

Every business is unique, and bookkeeping services should reflect that. Whether you’re a freelancer, small business owner, or self-employed professional, bookkeeping can be customized to meet your specific needs and industry requirements.

We work closely with our clients to understand their financial goals, business structure, and daily operations. From basic transaction tracking and expense management to full-service bookkeeping with payroll, invoicing, and tax preparation, we offer flexible solutions that align with your business’s size, cash flow, and growth plans.

Need weekly reports? Prefer cloud-based access? Require industry-specific financial tracking? We customize our approach to fit your workflow, ensuring you get the financial support that makes managing your business easier and more efficient.

Testimonials

Genuine Reviews From Satisfied Customers

Better than Expected!

Working with Lindsey and Simply Balanced has been a game-changer for my web design and SEO business! Keeping track of invoices, expenses, and taxes used to be overwhelming, but their bookkeeping services have made everything seamless. Now, I have clear financial reports, organized records, and peace of mind knowing my books are always accurate and my invoices are always sent on time. My cash flow has drastically improved and provided me a predictable and stable income! Their attention to detail and personalized approach truly set them apart. I can finally focus on growing my business and taking care of MY clients without worrying about the numbers. Highly recommend!

Charles Brock

Web Designer - Owner

Game Changer!

I can’t thank Lindsey and her team enough for the difference they’ve made in my hairstyling business! Before working with them, managing my finances felt overwhelming, but now everything is organized, stress-free, and I always know how I am doing financially from month to month. They handle my bookkeeping with such accuracy and care, giving me clear insights into my income and expenses. Their expertise allows me to focus on my clients and knowing when I need to grow my clientele and when I don’t. Highly recommend to any self-employed professional!”

Allison Ward

Hair Stylist

Exactly What I Needed!!

Partnering with Simply Balanced has been one of the best decisions for my chiropractic practice. They’ve taken the stress out of bookkeeping, keeping my finances organized, accurate, and running smoothly. I no longer worry about tracking expenses or reconciling accounts—they handle it all with precision and professionalism. Their insights have helped me manage cash flow more effectively, allowing me to focus on providing the best care for my patients. I highly recommend their services to any healthcare professional

Arlene McCoy

Chiropractor

What I didn't Realize I Needed!!!

As a busy realtor, keeping up with my finances used to be a challenge—until I started working with Lindsey. They handle everything from tracking commissions and expenses to reconciling accounts and preparing tax-ready books. Their expertise has saved me time and given me a clear picture of my financial health, allowing me to focus on serving my clients and growing my business. Knowing where to spend money for the best ROI has been a game changer in my businesses in so many ways. I highly recommend their bookkeeping services to any real estate professional!

Monique Davis

Realtor