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On a mission to empower business owners through financial clarity
BS of Business & Entrepreneurship - University of Vermont
Certificate of Project Management - University of Vermont
Certificate of Business Data Analytics - Gonzaga University
Quickbooks Pro Advisor
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?
Your numbers tell a story.
Do you know what they’re saying?
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..
For businesses that need more hands-on support, I 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 budget management
BUSINESS services
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.
Time is your most valuable asset
and when your finances are organized, you can spend more of it on what really matters;
YOUR CRAFT
YOUR CLIENTS
YOUR GROWTH
With many years in entrepreneurship (and plenty of grey hairs to show for it), I understand the ups and downs of running a small business and the emotions that come with sitting down with your numbers. Money talk can often feel stressful and overwhelming, especially when you’re focused on growing your big idea.
My mission is to empower small business owners with financial clarity and open conversation, giving you a clear picture of your financial health along with practical strategies and peace of mind.
I’m also nerd, love math puzzles and get extremely excited to support your creative vision and passionate work with clear, easy to read numbers.
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.
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