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.
Book a Free 15-Minute Call →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.
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.
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.
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