We Keep the Books. You Run the Business.

Balanced Books Experts is a bookkeeping and financial consulting firm serving small business owners on Long Island and remotely across the United States. We specialize in working with businesses in trades, construction, and wellness and beauty — industries where the work is hands-on and the paperwork often piles up.

Our founder brings over 20 years of cross-industry financial experience, including fund accounting, real estate and property management, banking, medical billing, and small business bookkeeping. She holds an MBA in Management and Administration and has worked at the CFO level managing multiple LLCs, overseeing QuickBooks, AppFolio, and NetSuite implementations.

We believe every small business owner deserves financial clarity — not just at tax time, but every single month. Our approach is personal, practical, and built around your real business needs.

Our Values

Accuracy: Your numbers mean everything. We treat them that way.

Clarity: We translate financial data into language you can actually use.

Integrity: Signed agreements, clear pricing, no surprises.

Partnership: We’re in your corner, not just balancing your books.