Once I understand your business and your bookkeeping and tax needs, we’ll create a plan and price that fit just right.

I use a software to manage the client experience, including onboarding, document uploads, and payment submissions. Your information is always kept safe and confidential within the platform.

Communication is my top priority.

Click ‘Book a call’ or visit my Instagram or Facebook page—I’ll get back to you as soon as possible. Or you can email me directly to AnaH@bloombalanceaccounting.com

Yes.

I’m happy to walk you through the basics and show you how to use spreadsheet, Xero, QBO or any tracking tools as a part of the additional services. Please contact me for pricing!

I actually offer both one-time clean-up services and ongoing monthly bookkeeping to help keep your books organized moving forward.

If you’re just looking to get your books caught up for tax season or a specific project, clean-up is totally an option. But I also love working with clients long-term to help them stay on top of things, save on taxes, and really feel in control of their finances.

Let me know what you’re looking for—I’d love to help either way!

Getting started is super simple!

We’ll kick things off with a quick discovery call to see what your business needs and make sure we’re a good fit. If you’re ready to move forward, I’ll send you an engagement letter, a short onboarding form, and set you up in my secure client portal. From there, you’ll provide access to your bookkeeping software (if you have one), bank statements, and any prior records. I’ll guide you through each step—nothing overwhelming.

Onboarding usually takes about 1-2 weeks, and you’ll have direct access to me throughout the process for any questions.

Clear, easy communication is my thing!