Clean Books. No Noise.
Monthly bookkeeping for small businesses that are ready to hand off their books and let the process run. Plus workshops for QuickBooks owners who'd rather learn it themselves.
The origami swan is our visual signature. It starts with something most business owners dread, a pile of receipts and financial paperwork, and folds it into something precise and useful.
That's what good bookkeeping does. It takes the financial noise of running a business and turns it into something you can actually read, understand, and use to make decisions. Clean books aren't just accurate. They're clarifying.
The same four steps, every month. You know what to send, when to send it, and when to expect your financials back. No check-ins needed in between.
Receipts and source documents go into your dedicated Dropbox folder. We'll let you know exactly what's needed.
Reconciliation and review happen on our end, with full attention on accuracy. This is where the work gets done.
Your completed P&L, Balance Sheet, and any notes land in your Dropbox folder right on schedule.
Same structure, next month. Clean books on a schedule you can count on, without having to think about it.
Monthly bookkeeping for businesses that are ready for a real process. No long-term contracts, no surprises.
Pricing is based on your transaction volume and scope. Reach out and we'll put together the right fit with no pressure, no sales call.
Questions are welcome by email anytime — you'll hear back within two business days.
Whether you want someone to handle your books completely, learn to do it yourself, or just have a real person to turn to when you get stuck, there's something here for you. Not sure where you fit? Just reach out and we'll figure it out together.
Small-group sessions available in-person in Carytown, Richmond or live via Zoom. Built around Craig's Landscaping demo with no laptops needed, just a focused 90 minutes that actually sticks.
Dashboard, chart of accounts, customers & vendors, entering a transaction, and reading your first financial report - all in 90 minutes.
View workshop details →Connect your bank, review imported transactions, match records, and complete a full reconciliation in QBO.
The full invoicing workflow, recording payments, bills vs expenses, and accounts payable basics.
P&L deep dive, Balance Sheet walkthrough, and what the numbers actually mean for your business.
I've owned businesses for 30 years. I know what it's like to be the one trying to figure out where the money went at 11pm on a Tuesday and I know what it feels like when you finally have books you can actually trust.
I hold a Bachelor's degree in Business Administration from Old Dominion University and have spent three decades applying that foundation as a business owner, not just as someone who studied it. Balanced & Done exists because most small business owners don't need a full-time bookkeeper or a firm with overhead to match. They need someone who shows up every month, does the work correctly, and stays out of the way. That's the service I built.
The workshops came from the same place. QuickBooks isn't complicated but most people who teach it have never actually run a business. I have, which changes how I explain it.
Honest answers about how this works and what to expect. Still have something we didn't cover? Just ask.
For when you need a little extra help or when you just can't seem to find the answer you're looking for. A growing library of real answers to real QBO questions, built by a certified ProAdvisor who actually knows the software. No chatbots. No phone trees. No runaround.
Searchable answers to real QBO questions like reconciliation, bank feeds, chart of accounts, Shopify, and more. Built from actual questions, not generic tutorials.
Email your specific question and get a real answer from a certified QBO ProAdvisor not a chatbot, not a phone tree, not a forum post from 2019.
Members get 20% off all courses and workshops. Learn QBO the way a business owner would teach it because that's exactly who's teaching it.
Founding member rate - $25/month while the library is still growing
Get early accessNo commitment - be the first to know when The Vault launches.
Whether you're interested in bookkeeping, workshops, The Vault, or just have a question, fill this out and you'll hear back within two business days. No pressure, no sales call.
Book a 15-minute call →