The Book to Balance team helps business owners feel caught up, confident and comfortable in understanding the financial health of their business. We can help a wide variety of service-based businesses with everything from the data entry and reconciling aspects of bookkeeping, to projecting cash flow and advisory services.
We specialize in the mental health industry and are HIPAA Certified as Business Associates, but we love working with all kinds of different professionals! If We are not the best fit for your business, we have a great network of bookkeepers and tax preparers we refer to!
We partner with our clients to create balance in their business, improve knowledge and understanding of the financial processes and be a resource they can count on.
Hi! I am Devon, owner of Book to Balance Virtual Bookkeeping Services. I am a number-loving nerd and I LOVE to be outdoors: gardening, canoeing, hiking, camping, and playing in mud puddles with my boys. Indoors, I love puzzles, ceramics, and soap making. am passionate about creating a great work life balance (for me AND my clients,) destressing the bookkeeping process and making finances approachable!
The canoe in the family photo was built by my husband, JD, and was the beginning of my bookkeeping journey. It spurred us to finally start his woodworking and sawmill business - Nestor Outdoors. I wanted to help! I started by building a website, googling bookkeeping questions madly, and stressing about tax season. After feeling the financial stress of being a business owner myself, I did a DEEP dive into bookkeeping and business finances, and discovered I loved it.
I am passionate about helping business owners confidently grow their financial health, and take one hat's worth of stress off their shoulders.