Sonoma County Bookkeeping. Clean Books, Clear Answers.

I'm Meta Johnson with BalanceWise Books, based in Petaluma and serving small businesses across Sonoma County. I keep your books clean and I read them for you, so you always know where your business stands.

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Serving Sonoma County Small Businesses

Sonoma County's economy runs on small businesses. Wineries and tasting rooms. Restaurants and catering companies. Professional service firms, contractors, wellness practices, retail shops, and creative businesses. These are the businesses I work with every day.

I've spent years doing hands-on bookkeeping for Sonoma County business owners. I understand the seasonal patterns that affect cash flow here, from harvest cycles in wine country to tourism swings on the coast. I know what local business finances look like because I live here and I work in them.

What I Bring to Sonoma County Businesses

Every client gets monthly bookkeeping, a personalized financial dashboard, and a check-in call where I walk you through what your numbers are actually saying. I don't just hand you a P&L. I tell you what it means.

I track your margins. I flag expenses that are growing faster than revenue. I give you real cash flow visibility. And when something looks off, I tell you before it becomes an emergency.

For businesses with more complexity, whether that's inventory, multiple locations, job costing, or layered revenue streams, I scale the work to match. No cookie-cutter packages. I assess each business individually and scope the work to what you actually need.

Industries I Work With Across Sonoma County

I have hands-on experience with wineries and tasting rooms, restaurants and hospitality, retail and e-commerce, professional service firms, construction and trades, wellness and healthcare practices, creative businesses and studios, and CPA firms that need bookkeeping support for their clients.

If your business is based in Petaluma, Santa Rosa, Rohnert Park, Cotati, Sebastopol, Healdsburg, Sonoma, Windsor, or anywhere else in the county, I'd like to talk with you.

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