Balanced Bookkeeping LLC
Providing professional, comprehensive Bookkeeping Services virtually since 2017 to help small businesses grow.
Founded in 2017, we approach bookkeeping a bit differently.
Lead by an award winning, former Senior Controls Manager and Compliance Examiner for two global, Fortune 75 companies, we bring the knowledge of corporate controls and compliance to you via virtual bookkeeping support for your small business.
How does experience this help your small business?
Working together to develop systems and to streamline your bookkeeping, we strive to simplify the process to free up your time and give you peace of mind that a trained Controls Manager is watching your shop. With over 40 years of combined experience is bookkeeping and financial controls, we are deliver higher level support because:
We are trained to look for anomalies.
We are trained to speak up.
We are trained to produce clear, concise work.
If you are looking for a different level of bookkeeping partnership, one that goes beyond data entry and provides your business with bookkeeping that creates financial clarity, we would love to chat.
Elevate Your Bookkeeping.
Whether needing routine bookkeeping services, cash flow & budgeting analysis, engaging in a review of your books, or seeking assistance in maximizing your workflow procedures, Balanced Bookkeeping can help.
Compliance Made Easy.
Working with our strategic partners, we offer a wide range of SEC RIA Compliance Support Services from examination support to CCO services provided by a dedicated team of industry professionals. Schedule time to learn how we can help streamline your compliance and navigate your business towards success.
Think Big.
We bring over 15 years high level financial controls, along with our bookkeeping and workflow efficiency experience to your business. Let us put our background to work for you.
What clients are saying.
“I have had the pleasure of working with Kate and her crew for a little over two years now. I started my business (s) over 40 years ago. In that short quick, period of time I have had multiple book keepers, accountants and CPAs. I would trade them all for Kate. Approachable, professional, independent, dedicated, loyal, focused and trustworthy. I look forward to working with her and her dedicated staff for many more years to come..”
— Chris Basile, President of Seawitch Inc.
“Kate & her team are amazing! Kate is pleasant, professional, very detail oriented and helpful. We have some unique bookkeeping and accounting needs because some of our business comes from government grants and her knowledge and resourcefulness has really helped relieve so much stress surrounding keeping the really organized, clear and tight books required when receiving grants. She is the best!!.”
— M.S., Current Client
“When I got in touch with Kate Wittemann of Balanced Bookkeeping, my financial prayers were answered. She is extremely knowledgeable, efficient, & patient.”
— Ellen Murphy, Owner of Top Cat Promotions
“The day I found Kate is the day I stopped worrying about my books and started being able to focus on my business completely. I looked for years for the right company to be able to support our growing business. Kate and her team are some of our most important partners in business.”
— Jen Mallett, President & Founder of Level Up Automation