Bookkeeping & Financial Clarity
Reliable Books. Real Visibility. Peace of Mind.
Your Balanced Books brings organized, accurate bookkeeping and meaningful financial reporting to small businesses and independent professionals — so you can focus on what you do best.
Bookkeeping Is More Than Recording Transactions
Accurate books are the foundation of a healthy business. They help you understand your cash flow, make informed decisions, and plan confidently for the future.
Your Balanced Books goes beyond data entry — delivering organized records, useful reporting, and personalized support that gives you a clear picture of where your business stands.
Services Designed for Small Business
Straightforward bookkeeping and financial support — tailored to your needs.
Book Cleanup
Get your records untangled and back on solid footing.
- Historical transaction review and correction
- Account reconciliation from scratch
- QuickBooks setup and reorganization
- Clear starting point for ongoing bookkeeping
- Transition plan to monthly service
Monthly Bookkeeping
Stay organized, tax-ready, and in control every month.
- Transaction categorization and reconciliation
- Monthly financial close
- QuickBooks management and support
- Year-round tax-ready records
- Monthly summary report
Financial Visibility
Understand your numbers and grow with confidence.
- Report on business performance
- Year-over-year comparison
- Insights to grow your business and enhance profitability
- Coordination with your CPA
- Custom KPI tracking
All engagements begin with a complimentary discovery call. Pricing is customized based on your business size and transaction volume.
Who I Work With
Bookkeeping That Works for Your Business
Every business is unique, but all businesses share one essential need: accurate, well-organized financial records to support their success. At Your Balanced Books by Jill, I work with sole practitioners, independent professionals, and small business owners who want to spend less time managing their books and more time doing what they do best.
Services can include:
Monthly Bookkeeping — Organizing and categorizing transactions, reconciling accounts, and maintaining accurate financial records.
Billing & Collections — Preparing invoices, tracking receivables, and helping you stay on top of outstanding client payments.
Accounts Payable — Tracking bills and expenses, monitoring payment due dates, and helping you manage what your business owes.
Monthly Financial Reporting — Providing clear, easy-to-understand reports that help you monitor performance, cash flow, and business trends.
Every engagement is tailored to your business, its complexity, and the level of support you need.
Why Us
More Than Bookkeeping. Financial Clarity for Your Business.
Accurate books are more than recording transactions. They provide the foundation for understanding the business, managing cash flow, making informed decisions, and planning for the future.
Certified QuickBooks ProAdvisor
Trained and certified in QuickBooks — the platform most small businesses rely on. You get expert setup, management, and ongoing support.
Preferred QuickBooks Pricing*
As a ProAdvisor, I can offer preferred pricing on QuickBooks subscriptions, helping you save on the tools you need.
Financial Expertise You Can Trust
With a background in finance and consulting, I bring more than bookkeeping — I bring insight that helps you understand and grow your business.
Personalized, Responsive Service
You work directly with me — not a team of strangers. I learn your business, stay consistent, and respond when you need me.
Clear, Transparent Pricing
No surprises. Flat-rate monthly pricing based on your business size and needs — so you always know what to expect.
* Preferred pricing subject to QuickBooks program terms.
Jill Steier
Founder, Your Balanced Books
"My goal is simple: keep your books accurate and organized, give you a clear view of your finances, and help you feel more confident about your business."
Founder, Your Balanced Books
With a background in finance and a passion for helping small businesses thrive, Jill brings both expertise and genuine care to every client relationship.
Drawing on more than 30 years of experience in investment banking, investor relations, and strategic consulting, Jill has built her career around helping businesses understand their financial information, communicate their value, and make informed decisions.
As a certified QuickBooks ProAdvisor, Jill works directly with each client to understand their business, maintain accurate financial records, and provide the financial clarity they need to move forward with confidence.
When you work with Your Balanced Books, you're not handed off to a team or a system. You work directly with Jill—someone who is responsive, consistent, and genuinely invested in your success.
Getting Started Is Easy
Schedule a Discovery Call
We'll talk about your business, your current bookkeeping situation, and what you need.
Get a Custom Proposal
I'll put together a clear, flat-rate proposal based on your business size and transaction volume.
Onboard with Ease
I'll handle the setup — QuickBooks, access, and a clean starting point for your books.
Stay in the Know
Every month you'll receive organized books and a clear financial summary — no surprises.
Contact
Reach out and I'll be in touch promptly.