BalanceWise Books
Sonoma County, CA
I don't just keep your books. I read them and help you understand their story.
Every business tells a financial story through its numbers. Most business owners don't have the time to do the work it takes to translate those numbers into real insight, the kind of insight that actually improves the bottom line. That's where I come in. I do the work in the weeds so you get the story your numbers are telling, in plain language, every month.
Currently Accepting New Clients
Most bookkeepers hand you a P&L at the end of the month. I hand you a P&L and tell you what it means for your business. Every client, regardless of tier, gets a thorough monthly review, a personalized financial dashboard, and a check-in call. The quality of attention doesn't change based on what you pay. What changes is the scope and complexity of the work.
I've spent the last five years doing hands-on bookkeeping for Sonoma County businesses: wineries, retail shops, caterers, architecture firms, and startups. I know what local business finances look like, and I know how to make them make sense.
For straightforward businesses that need clean, reliable books and someone paying attention.
For growing businesses with employees, multiple income streams, or more moving parts. This is where most of my clients land.
Everything in Essentials, plus:
For businesses with serious financial complexity. No ceiling, no artificial limits. Priced to the scope of the work.
Everything in Standard, plus:
Available for Essentials and Standard clients. Included in Advanced.
This isn't a monthly report. This is me in your books every week, watching the money move, flagging what's coming in and what's going out, making sure you're never blindsided.
Cash flow is the thing that keeps business owners up at night. This service takes that burden off your shoulders. You stop worrying about whether you can make payroll or cover that vendor payment, because someone is watching it for you every single week.
Before monthly bookkeeping begins, we get your books current.
Most new clients need some level of cleanup. Whether you're a few months behind or a few years behind, I'll get everything organized, reconciled, and accurate before monthly work begins.
I provide a specific estimate after our initial conversation. No surprises, no open-ended billing.
Are you a CPA who needs reliable bookkeeping support for your client accounts? I work with CPAs who'd rather focus on tax strategy and advisory than chase down receipts and reconcile accounts.
I clear the weeds and build the systems that keep things maintained, so all you're left with is a clean financial garden that stays that way.
Let's Talk →Book a free 15-minute call. I'll ask about your business, what's going on with your books, and what you need. No sales pitch. Just a conversation to see if we're a good fit.
Based on our conversation, I'll put together a proposal with a clear scope, the right tier for your business, and a cleanup estimate if needed. You'll know exactly what you're getting and what it costs.
If your books need cleanup, that comes first. Once everything is current, monthly bookkeeping begins. You stop thinking about your books and start getting real insight from them.
Every month, you get a clear picture of your cash flow, your margins, and anything that needs attention. I don't just record your numbers. I read them for you. When something shifts, I tell you. When something needs attention, I flag it. You always know where you stand.
"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."
"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!!"
Let's talk about which service is the right fit for your business. No pressure, no judgment. Just an honest conversation about what you need.
Book a Free 15-Minute Call →