The people behind the numbers. A small team with a big commitment to every client we serve.
I started Balanced Business Solutions because I believe every business owner and nonprofit director deserves a financial partner who treats their organization like it is the only one that matters.
I earned my bachelor's degree in Accounting and Finance from Southern New Hampshire University, graduating Magna Cum Laude. I am a QuickBooks Online Certified ProAdvisor and deeply proficient in QuickBooks Desktop. Before launching BBS, I spent several years at a CPA firm as an Accounting and Payroll Specialist, then served as the Assistant Director of a nonprofit where I managed the organization's finances and operations.
Today I lead a growing practice with offices in Vermont and Kentucky, serving clients in every corner of the country. My specialty is working with small businesses and nonprofits, and I bring both the technical expertise and the personal investment to help my clients succeed.
Kim has been an integral part of Balanced Business Solutions for nearly five years, joining the team almost from the very beginning. She is the boots on the ground for all of our Vermont operations, keeping the day-to-day running smoothly for nearly every client we serve.
A recent graduate with an Associate's degree in Accounting, Kim combines her formal education with years of hands-on experience to deliver the kind of reliable, detail-oriented work our clients have come to count on.
Her dedication, consistency, and deep knowledge of our clients' needs make her an invaluable part of this team. We truly could not do what we do without her.
You always work directly with our team. No hand-offs, no rotating cast of associates, no runaround.
Every engagement is customized to your organization's size, structure, and goals. There is no one-size-fits-all here.
We do not just record what happened. We help you plan for what is next and make sure you are ready for it.
Clear communication, honest advice, and no surprises on your invoice. Ever.