Running a business should create freedom, flexibility, and long-term opportunity — not another full-time job managing spreadsheets, tangled bank accounts, and looming compliance deadlines.
At The Balanced Trellis, we provide bookkeeping and financial advisory services for small service-based businesses and solopreneurs who want more than just reconciled accounts. We build the steady financial framework that supports smarter decisions, stronger profitability, and sustainable growth.
When we partner together, you gain clear visibility into your numbers — and the confidence to move forward with intention.
Strength in Numbers. Support in Strategy.
Our Services
Bookkeeping and Advisory Services Designed for Service-Based Businesses
Compliance
Stay ahead of deadlines and requirements with ease. From tax filings to regulatory reporting, we keep your finances in line so you can focus on running your business.
Bookkeeping
Reporting
Advisory
Accurate, organized books are the foundation of every healthy small business. We record and reconcile each transaction with care, ensuring your financial data is dependable and decision-ready.
Clear reporting transforms numbers into insight. We provide customized financial reports that give you a full picture of performance, helping you track progress and identify opportunities.
Make smarter financial decisions with tailored guidance. We provide insights on cash flow, tax strategy, and growth to help you maximize returns and plan with confidence.
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