Meet Your Balanced Books
A Financial Perspective You Can Put to Work
More than 30 years of financial expertise — now focused on helping small businesses thrive.
Jill Steier
Founder, Your Balanced Books
Jill's Story
Jill Steier is the founder of Your Balanced Books, bringing more than 30 years of experience in investment banking, investor relations, and strategic consulting to small businesses and independent professionals.
Her career has focused on helping businesses understand their financial information, communicate their value, and make informed decisions to grow and expand. Having worked closely with CEOs, CFOs, founders, investors, and financial professionals, Jill understands that good financial management is about more than keeping the books organized — it's about creating clarity around the business.
After decades working at the intersection of finance and strategy, Jill founded Your Balanced Books to bring that same level of financial rigor and clarity to small business owners who deserve expert support — without the enterprise price tag.
"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."
— Jill Steier
Credentials & Expertise
Certified QuickBooks ProAdvisor
Trained and certified in QuickBooks — the platform most small businesses rely on. Expert setup, management, and ongoing support.
30+ Years in Finance
Deep experience in investment banking, investor relations, and strategic consulting across a wide range of industries and business sizes.
Intuit Enterprise Suite Certified
Advanced certification in Intuit's enterprise-level platform, bringing sophisticated financial tools to growing businesses.
Preferred QuickBooks Pricing
As a ProAdvisor, Jill can offer preferred pricing on QuickBooks subscriptions — helping clients save on the tools they need.
What Guides the Work
Accuracy
Every number matters. Clean, precise books are the foundation of every engagement.
Clarity
Financial reports should be easy to understand — not a puzzle to decode.
Relationship
You work directly with Jill, not a rotating team. Consistent, personal service every month.
Integrity
Straightforward communication, honest pricing, and no surprises — ever.
Ready to Get Your Books in Order?
Start with a free 30-minute discovery call. No pressure, no commitment.