Services
ABOUT
CONTACT
Whether it’s monthly bookkeeping, financial systems support, or guidance on cash flow and planning, my goal is to give you confidence in your numbers so you can focus on the work you do best. I help small business owners keep their finances organized, clear, and ready for what’s next.
MONTHLY BOOKKEEPING
Need help getting organized?
Done-for-you catch up, clean up and monthly services
FINANCIAL SUPPORT SERVICES
Need to save more time?
Fractional financial administration
COACHING AND CONSULTING
What’s the plan?
I’ll Balance the books, while you balance the rest.
BOOKKEEPING
Knowing your numbers is essential to grow your business sustainably and to enjoy the freedom and security your hard work deserves.
Spending all your time on the job site or managing employees and big ideas.
Think of me as a fractional billing department.
Catch up / Clean up
If bookkeeping has slipped down the list—or your last bookkeeper left you in a lurch—I’ll pick up right where things stopped and get your QuickBooks back on track. My goal is to make the process feel clear and manageable, so you can get current, stay organized, and focus on running your business with confidence.
Billed hourly. 30% project deposit required. This deposit is based on the estimate provided after the initial Quickbooks review.
MOnthly Bookkeeping
When are books are up to date and tracking systems are in place, we’ll enter a new agreement for a monthly bookkeeping package to include a custom plan of expense tracking, account reconciliations and financial reports.
Custom agreements starting at $250 monthly
BOOKKEEPING
Knowing your numbers is essential to grow your business sustainably and to enjoy the freedom and security your hard work deserves.
Catch up
Have you lapsed tracking since either your motivation to face the numbers OR you previous bookkeeper left? I’ll pick up where things were left and get you up to date in your Quickbooks.
CLEAN up
Has it been more than 12 months? I’m not scared. Let’s work through it together and get you organized so you have the real picture of where your business stands today.
MOnthly Bookkeeping
On going support of expense tracking, account reconciliations and financial reports.
For businesses that need more hands-on support These add-on services give you back time so you can focus on the work you love and keep your business moving forward.
Sales Tax Filing
Financial systems set up & support
A/R management (invoicing & collections)
A/P management (bills & payments)
Project budget management
BUSINESS FINANCIAL services
Coaching & Consulting
I know what it feels like to pour everything into your business and still wonder if you are truly on track. Maybe you are just tired of guessing, reacting, and feeling like you are always one step behind. Income is coming in, energy is high, things are feeling hopeful and then last month’s reported sales dip still induces panic.
It’s also easy to get caught up in the growing business excitement and energy and throw money at big ideas and also to patch holes. All the small things add up
Many (so many) businesses struggle with growth and ultimately fail financially
not because they were not good at what they did. Not because they were not working hard enough. But because they did not know or understand their numbers.
I’ve seen business owners paying thousands in unnecessary interest, paying taxes they never should have owed, and have found income falling through the cracks just because no one was paying attention to the accounts. As a bookkeeper,ensure all expenses are clearly categorized for both tax purposes and reporting that offers a clear snapshot of the money.
As your consultant, we’ll patch the cracks, explore the trends, and work through cost cutting and savings strategies, and make a plan that saves you money, time and stress.
Entrepreneurs making huge sales but still running out of cash, simply because no one was watching the numbers.
As the business owner, the decisions are still yours and yours alone. I am a sounding board, investing my time and insight to
If I take a step deeper into your business with you, I will join your team to be the financial point of contact
- Maybe you have tried to ignore the books and just keep working harder.
- Maybe you have paid someone to “handle it” only to feel more confused than before.
- Or maybe you are just tired of guessing, reacting, and feeling like you are always one step behind.
However you got here, the feeling is the same. You have big dreams for your business, and you want to make sure you actually reach them.
We’ll start with a 30-minute Clarity Call to get to know each other and walk through your business needs. From there, we’ll figure out the best next steps together. If the available booking times don’t work for you, use the contact form below or email me at Annie@thewildbalance.com, and we’ll make it happen.
Your numbers tell a story.
Do you know what they’re saying?
Services
ABOUT
ANNIE@THEWILDBALANCE.COM
(978)501-6175
Williston, Vermont
CONTACT
SERVING VERMONT AND BEYOND
BOOKKEEPING
Knowing where your money stands is key to understanding the health of your business so you can learn from the past, stay tax-ready, and confidently plan for what’s ahead. Monthly bookkeeping keeps your accounts accurate, expenses organized, and reports up to date to guide your next move.
Bookkeeping services can also include software and setup, cleanups, and catch-ups. I tailor the process to fit you and your business, meeting you where you are and helping you get where you want to go..
What are your expenses? Where does your money go each month? They’re your dollars and every single one of them is important.
Small but mighty business? Let’s talk. Most challenges boil down to time or money — I’ll help you figure out the next steps so you can spend both wisely.
estimated quarterly Federal & state income tax filing
weekly, biweekly or monthly payroll
analysis of current business functions - business deep dive
Are you and your bank on the same page? Any suspicious charges, forgotten recurring subscriptions or big cost jumps? Let’s find them.
RECONCILE
REPORTS
Prepared statements sent directly to your inbox.
For businesses that need more hands-on support, I also offer additional services that are customized separately based on the size and complexity of your business. These add-on services give you back time so you can focus on the work you love and keep your business moving forward.
Sales Tax Filing
Financial systems set up & support
A/R management (invoicing & collections)
A/P management (bills & payments)
Project costing & budget management
BUSINESS services
Sales tax filing
AR / AP management
Basic bookkeeping keeps the books up to date, accurate and saves a lot of time come tax time. Adding additianl financial management tasks, such as sales tax filing or A/R and A/P takes it a step further— it shifts from simply recording transactions to actively managing cash flow. It’s the difference between knowing what already happened and making sure money moves in and out at the right times to keep projects running smoothly.
I take the stress out of bookkeeping so you can focus on what you do best. From expense tracking and reconciliations to clear financial reports, I’ll keep your numbers organized and up to date.
Whether you’re behind and need a cleanup, or you’re looking for steady monthly support, I’ll meet you where you’re at and create a system that actually works for your business. With accurate records and real clarity around cash flow, you’ll feel confident making decisions and planning ahead.
Think of it as handing off the numbers so you can get back to growing your business (and maybe even enjoy it a little more).
Are you and your bank on the same page? Any suspicious charges, forgotten recurring subscriptions or big cost jumps? Let’s find them.
RECONCILE
REPORTS
Need help breaking them down or a sounding board for cost-cutting or growth dreams? Happy to chat.
Coaching & Consulting
Let’s dive deeper. What’s the plan?
I offer personalized consulting to educate and empower entrepreneurs with a clear understanding of what their numbers are telling them. Together, we’ll walk through the reports, streamline systems, improve profitability, and create a plan that aligns your finances with your goals.
Whether you’re launching, scaling, or figuring out what the next step is, I provide guidance in money strategy, process optimization, and growth planning shaped around the way your business works and where you want it to go.
Clarity and strategy — helping you see the big picture, not just the numbers. I use a simple question framework to guide our work together:
Where is your money coming from?
What’s working? Which revenue streams are most profitable? Where is the growth potential?Where is your money going?
Are expenses aligned with your goals? Where can we cut, save, or reinvest?What’s the plan?
How do we keep cash flow healthy, build savings, and prepare for what’s next in your business?
Consulting