Holistic Bookkeeping solutions

bookkeeping without the headache
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Optimize Your Business Today!

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Don’t Settle For Less

Optimize Your Business Goals and Objectives

What gets measured gets managed.  We like to help you measure your profits (as well as define some new goals) to help you bring your business up to that next level, as well as keep an extra eye on those expenses.  Not only do we help with keeping things tidy for tax time, we become your strategic partner!

Charge Forward

Customized Reporting and Support to Help Your Business Grow

We work with each business to customize their reports and support to ensure they get the information needed, in a format that they understand, to make the best decisions to grow their business

  • E-mail/Phone Support
  • Individualized Training
  • Custom Income/Expense Tracking
  • 1099 Tracking/Payroll Options


What We Can Do For You

Monthly Bookkeeping

We believe bookkeeping is more than just keeping the paperwork in line – its about being a strategic support for you and your business.

1099 Tracking/Payroll

Keep track of your contractors and run payroll without the headache!

accounts recievable

Love your work, but hate the invoicing process?  We can help get your invoices out on time (and even follow up on late ones too)!


Taxes don’t have to be a bore.  We can get your taxes filed on-time without the struggle or hassle.  We also offer tax planning to ensure your tax bill isn’t a suprise!

From Our Founder


To grow your business, you need to build a team that supports you from every angle.  We work to become your strategic support partner, allowing you to focus on your own customer’s experience, rather than tracking your finances.  We are here every day to answer your questions, become a sounding board for ideas, and to provide support for your continued growth.  We provide timely and accurate financial statements that you can actually understand – so you make truly informed decisions that align with your business goals!


What They’re Saying

I am here to tell you that I can write some awesome blog posts, pull off a great Facebook Campaign, but when it comes to maintaining a balance sheet and keeping the books, I am just not good at it. Dana took over my Quickbooks for me, straightened up my mess, got me on a much more economical plan for Quickbooks payments and I am thrilled (and so was my business partner when it came time  to file our taxes this year)!  Working with Dana allows me to focus on providing my clients with the best service, rather than struggling with my bookkeeping and invoicing – I would highly recommend her services!

Social Cindy Logo

Cindy Fletcher

Owner, Social Cindy

Dana has updated my business to utilize professional tools making my life easier and my business more profitable. She has been a patient and understanding guide as we have made this transition.  Dana has customized a system that works uniquely for me and the needs of my business. She is consistently available when I need her and goes the extra mile to help me with whatever I ask. I have a much more realistic grasp on my business, save a lot of time, and no longer feel alone and at my wit’s end trying to keep up with billing and record keeping. This has made tax preparation a breeze as well. I couldn’t be more pleased. I wholeheartedly recommend her!

Oasis Creative Resources

David Moshier

Owner, Oasis Creative Resources / City Guide of Sebastian & Vero Beach

Get In Touch

772-217-5410 info@mybalancedbookkeeper.com