Santa Rosa Bookkeeper. Your Numbers, Translated.

I'm Meta Johnson with BalanceWise Books, based in Petaluma and serving Santa Rosa small businesses. I handle your monthly bookkeeping and then do the part that actually matters: I tell you what your numbers mean.

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Bookkeeping for Santa Rosa Businesses

Santa Rosa is the economic hub of Sonoma County. It's where you'll find the widest range of small businesses in the North Bay: medical practices, law firms, restaurants, breweries, retail, auto shops, construction companies, tech startups, and nonprofits.

I work with Santa Rosa businesses that need more than just someone entering transactions. If you want a bookkeeper who reconciles your accounts, manages your QuickBooks, and then actually sits down with you once a month to walk through what your financial picture looks like, that's the service I provide.

What You Get

Monthly bank and credit card reconciliation, transaction categorization, and QuickBooks Online management. Monthly P&L and Balance Sheet. A personalized financial dashboard tailored to your business. And a monthly check-in call where I review your numbers with you and flag anything that needs attention.

For businesses that need deeper support, I track margins, analyze cash flow, manage accounts receivable and payable, and reconcile payroll. The scope scales to match your business. I don't sell packages. I assess what you need and scope the work accordingly.

If your books are behind, I also do cleanup work. I'll get everything organized, reconciled, and accurate before monthly bookkeeping begins. I provide a specific estimate after our initial conversation. No surprises.

Based Nearby, Available Anytime

I'm based in Petaluma, about fifteen minutes south of Santa Rosa. I work virtually with all my clients, so you get the convenience of remote service with the trust of working with someone local. I'm a real person you can call, not a faceless service.

Let's Figure Out What You Need

No pressure, no judgment, no surprise pricing. Just an honest conversation about your business and what kind of support would actually help.

Book a Free 15-Minute Call →

Or call me directly: (707) 835-4414