What I Offer

Professional Bookkeeping Services

Clear, organized financials so you can focus on growing your business. Whether you need to catch up, get set up, or hand off your monthly books.

Professional Bookkeeping Services

When you hire BalanceWise Books, you aren't just getting a software operator. You're getting a certified professional who understands the fundamental logic of your business's financial health.

How It Works

1

Reach Out

Fill out the form in 30 seconds.

2

Connect

I'll text you within 24 hours to chat.

3

Plan

We schedule a call or time to meet and build a plan to move forward.

What I Offer

Whether you need to catch up on months of backlog, get your QuickBooks sorted out, or hand off your monthly bookkeeping. I've got you covered.

Currently Accepting New Clients

Virtual Monthly Bookkeeping

Ongoing monthly bookkeeping services that keep your finances organized, accurate, and ready for tax time. I handle the books so you can focus on running your business.

What's Included:

  • Monthly transaction categorization and reconciliation
  • Bank and credit card reconciliation
  • Monthly financial reports (P&L, Balance Sheet)
  • Accounts payable and receivable tracking
  • Payroll processing and management
  • Year-end reports ready for your tax preparer
  • Ongoing support and financial guidance

Perfect For:

  • Small local businesses ready for professional bookkeeping
  • Consultants and content creators with growing income
  • Side hustlers scaling into full-time businesses
  • Small teams (not huge corporations. I love the little guy!)
Investment: Competitive flat-rate pricing tailored to your business size and transaction volume. Contact me for a personalized quote based on your specific needs.
Get Your Custom Quote →
One-Time Projects

Bookkeeping Cleanup & Catch-Up

Behind on your books? I'll clean up the mess and get you back on track. Whether it's a few months or a few years, I'll organize your financial records so you can move forward with confidence.

What I'll Do:

  • Reconstruct missing financial records
  • Categorize and reconcile historical transactions
  • Identify and fix errors in existing records
  • Generate accurate historical financial reports
  • Prepare everything for tax filing or audits
  • Set you up with a system to stay current going forward

Perfect For:

  • Business owners who fell behind during busy seasons
  • Anyone facing tax deadlines with incomplete records
  • Businesses transitioning from DIY to professional bookkeeping
  • Entrepreneurs who inherited a bookkeeping mess
Investment: One-time project rates based on the scope of work and time period to catch up. I'll provide a clear quote after reviewing your situation. No surprises.
Get a Cleanup Quote →
Start Right

QuickBooks Setup & Conversion

Ready to graduate from spreadsheets to QuickBooks? I'll set up your QuickBooks Online account properly from the start, so you don't create a mess that's expensive to fix later.

What's Included:

  • Complete QuickBooks Online setup tailored to your business
  • Chart of accounts customized to your needs
  • Bank and credit card connection and reconciliation
  • Historical data migration from spreadsheets or other systems
  • Customer and vendor setup
  • Training on how to use QuickBooks for your specific workflow
  • Ongoing support during your transition period

Perfect For:

  • Growing businesses outgrowing basic spreadsheets
  • Solopreneurs ready for more professional financial management
  • Businesses switching from other accounting software
  • Anyone who wants to start with QuickBooks the right way
Investment: Pricing varies based on complexity and data migration needs. Contact me for a personalized quote. I'll make sure the investment makes sense for your business stage.
Discuss Your Setup →
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.

What I'll Do:

  • 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
  • Provide a clear roadmap for improvement, whether we continue working together or not

Perfect For:

  • Businesses that have "figured it out" but know things could run smoother
  • Owners who want clarity on what's working and what's not
  • Anyone considering professional bookkeeping but not sure where to start
  • Businesses preparing for growth, a sale, or bringing on investors
Investment: This is a paid engagement, priced to reflect the scope of your business. It's significantly less than a full cleanup, and you'll know the cost before we start.

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

Start With an Audit →
Meta Johnson - BalanceWise Books

Why Work With Me?

I genuinely love working with the "little guy." Small local businesses, solo consultants, content creators, side hustlers. You're the ones taking real risks and building something meaningful. You deserve the same level of financial support as big companies with entire accounting departments.

When you work with me, you're not just another account number. I take the time to understand your business, your goals, and what you actually need (not what some software company thinks you should want).

I'm not here to oversell you. If you need a simple tracker, I'll tell you. If you need full-service bookkeeping, I'll explain why. My goal is to give you the right solution for where your business is today, and help you scale up when you're ready.

Professional Credentials

Beyond software proficiency. Certified in the fundamentals of accounting.

Intuit Academy Certification Badge

Intuit Academy Certified

Professional Bookkeeping Certification. This rigorous, software-agnostic credential validates mastery of the Full Accounting Cycle, GAAP (Generally Accepted Accounting Principles), and Financial Analysis.

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Santa Rosa Junior College Logo

Santa Rosa Junior College

Accountant Assistant Certificate 2024
Account Clerk and Payroll Certificate 2019
Microsoft Excel Entry-Level Certificate 2019

Click logo to view certificates

What Small Business Owners 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, Small Business Owner

★★★★★

"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, Business Owner

Ready to Get Started?

Let's talk about which service is the right fit for your business. Whether you need a simple tool or full bookkeeping support, I'm here to help.

Tell Me About Your Business