Strategic Bookkeeping for Small Business

Not just a bookkeeper.
Your financial strategist.

I bridge the gap between your daily transactions and long-term business strategy. Bookkeeping precision, operational insight, and data analysis—all working together to help you make smarter decisions. Not just file better reports.

BalanceWise Books - Strategic Bookkeeping

Certified & Trained

The Difference

A Bookkeeper Who Thinks Like an Analyst

Most bookkeepers record what happened. I help you understand why it happened, and what to do next. It's a continuous cycle of record, optimize, and strategize.

01
📋

Record

The Bookkeeper

Meticulous, accurate financial records that form the foundation of every smart business decision.

02
⚙️

Optimize

The Operations Specialist

Streamline the systems behind your numbers. Fix bottlenecks and reduce friction in your financial workflows.

03
📊

Strategize

The Analyst

Transform raw data into actionable insights. Spot patterns, project trends, and inform your next move.

"I don't just report on costs. I scrutinize spending patterns and revenue drivers, uncovering opportunities to increase margins and improve cash flow."

Experience & Credentials

💼
20+ Years Professional Experience

Operations management & financial oversight across diverse industries

🎓
Intuit Academy

Bookkeeping Professional Certificate

📚
Santa Rosa Junior College

Accounting Coursework & Professional Certificates

🏛️
Saint Mary's College of California

Business Management Communication, B.A.

Signature Service

Systems & Operations Audit

Every business develops its own way of doing things. My job isn't to tear that down. It's to look at the systems you've naturally evolved and make them work better.

Review how your financial systems connect to your operations
Articulate workflows that exist but haven't been documented
Identify gaps and build support systems around what's already working

No ripping and replacing. Just clarity, alignment, and smarter systems.

View All Services

Free Resource

Financial Friction Audit Checklist

Identify the hidden inefficiencies costing your business time and money.

What Clients Say

★★★★★

"Meta Johnson is a consummate professional who understands all aspects of bookkeeping services. At the same time, she is a compassionate human being who possesses exemplary listening skills. Meta has supported my small business needs from a reliable, competent framework. More importantly, Meta truly cares about her clients and isn't afraid to think 'outside the box' when it comes to offering the best level of supports. I highly recommend her bookkeeping agency."

— Lisa Mitchell

★★★★★

"After doing my own bookkeeping for years I finally accepted the message from our tax people that what I was doing was akin to a dumpster fire. My words, not theirs. Meta happily took over and cleaned up all of our bookkeeping to make things not only easier for a tax preparer to use, but also so we can use the info for budgeting. This was no small task, as we have 1099s, W-2s, rental income and expenses, and small business records to deal with. She just made it all happen and took a HUGE load off of my shoulders. Thank you Meta!!"

— James Seitchik Sebastian

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