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So you need help with your numbers?

You started your own business because you wanted your passion to become your work. Now you’re successful. Do you find yourself spending more time on spreadsheets and invoices than on your work? Are you behind on entering invoices and expenses? 

take control of

YOUR business.


You want to run your business. Good, because bookkeeping takes time. But it’s worth it to know exactly where your business stands financially. It’s how businesses like yours see what your cash flow looks like, save on deductions during tax time, and stay organized throughout the year. This is where we come in. Whether you want help to have a clear picture of your income and expenses or you simply want us to oversee your bookkeeping efforts, you've come to the right place.  

schedule a free
we manage the details while you grow

YOUR business.


Maintaining accurate records can be a burden to the business owner, distracting them day after day with repetitive and tedious tasks. With Balance Your Business, you can rest assured the many small details that go into keeping accurate, up-to-date records are taken care of.


Because every business is different, we offer weekly, biweekly, monthly services – whatever fits the client's needs. In many cases, we strive to move our clients toward “bookkeeping on autopilot” – which means their bills are paid on time, their journal entries stay up to date, their invoices mailed regularly, and all elements of their bookkeeping and accounting are completed with minimal effort on the client's part, in addition to being ready for tax time at year end.



We are dedicated to our clients. We believe in one word: excellence. We think this commitment shows in all our products and services.

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Margie Zilic, Owner




Margie is patient and understanding with those of us who are number challenged. She has helped me to understand cashflow, profit margins etc. as well as doing my taxes annually. I often recommend her to small biz startups and solo-entrepreneurs.” 


Dee R., Owner

Career Life Coaching



Margie is the most patient, non-judgmental software trainer I've ever met. Many trainers teach, and then after they leave, you find you can't repeat what they taught you. With Margie the lessons stick. No matter how uncomfortable you are with the computer, Margie can empower you to learn QuickBooks.” 


Shannon M., Owner

Shannon McMahan Designer Portraits


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