Bookkeeping for Solopreneurs, Small & Mid-Size Teams
Expert bookkeeping services for individuals and businesses
About True Balance Bookkeeping
About Me
Hi, I’m Yettel — Bookkeeper, Numbers Nerd, and Nature-Lover.
After 16+ amazing years in corporate finance, I decided it was time to trade boardrooms for bike trails — and launch a business that felt more personal and fulfilling. That’s how True Balance Bookkeeping was born.
I created this service for small businesses, solopreneurs, and family-owned companies who deserve more than cookie-cutter accounting. I offer clean, clear, customized bookkeeping — paired with real human connection, fast response times, and a whole lot of heart.
Why I Do This
Big corporations often prioritize systems over people. But I believe that behind every business is a story — and I’m here to support yours. I work closely with my clients to understand their goals, simplify their numbers, and give them peace of mind knowing their financials are in great hands.
Whether you're launching your dream business or managing a growing team, I’m here to take the pressure off — and help you feel confident in your numbers.
When I’m Not in QuickBooks...
You’ll find me biking through scenic trails, experimenting in the kitchen with homemade granola, or hiking with my husband and soaking up the outdoors. I believe life and business are both better with balance — and a little adventure.
Let’s Work Together
If you’re looking for a dependable, detail-driven bookkeeper who genuinely cares about your business, I’d love to connect. Let’s build something amazing together.
— Yettel Rodriguez
Founder, True Balance Bookkeeping
Why bookkeeping is important
Keeps Accurate Records
- Bookkeeping ensures all financial transactions are recorded correctly, which helps you understand how much money is coming in and going out.
Helps with Taxes
- It makes tax preparation easier by keeping all necessary documents organized, helping you find deductions and avoid penalties.
Aids in Budgeting
- Good records allow you to create realistic budgets and plan for future expenses, helping you manage cash flow better.
Prepares for Growth
- Having accurate records makes it easier to attract investors or secure loans for expanding your business.
Provides Legal Protection
- Well-organized records can help you in case of disputes or audits, ensuring you’re compliant with laws and regulations.
Saves Time
- Good bookkeeping practices save you time on financial tasks, allowing you to focus on running your business.
Supports Decision-Making
- Reliable financial data helps you make informed choices about spending, investing, and growing your business.
Tracks Performance
- Regular bookkeeping lets you see which parts of your business are making money and where you might need to cut costs.
Facilitates Reporting
- It enables you to prepare financial statements that are important for stakeholders like investors and banks.
Bookkeeping for New Businesses
Starting a business is a big step, and managing finances effectively from the beginning can make all the difference. As a dedicated, solo bookkeeping professional, I specialize in helping new business owners like you establish a strong financial foundation. Whether you need support with setting up accounting systems, managing cash flow, or organizing finances for your first tax season, I’m here to make the process smooth and manageable.
With personalized, one-on-one service, I’ll take care of the numbers so you can focus on growing your business. Let’s work together to set your business up for long-term financial success.
Yettel Rodriguez
Dear Future Clients
What You Can Expect From Me:
- Personalized Attention: I take the time to understand your unique business needs and tailor my services accordingly.
- Timely and Accurate Reporting: You’ll receive reliable financial statements and reports that keep you informed and empowered to make decisions.
- Proactive Support: I don’t just react to your needs; I proactively offer insights and suggestions to help you optimize your financial health.
- Open Communication: I’m always here to answer your questions and provide guidance, fostering a supportive and collaborative environment.
- Integrity and Confidentiality: You can trust that your financial information will be handled with the utmost care and respect.
Who I’m Looking For:
- Passionate Entrepreneurs: If you pour your heart into your business and are committed to its growth, we’re a perfect match! I thrive on working with individuals who are as invested in their success as I am.
- Value-Driven Partners: You understand that effective bookkeeping is essential for informed decision-making. Together, we can ensure that your financial records are not just accurate but also a valuable tool for your strategic planning.
- Collaborative Communicators: I value open dialogue and believe that a strong relationship is built on trust and transparency. If you’re looking for someone who will listen to your needs and provide personalized support, we can create a productive partnership.
- Forward-Thinking Visionaries: If you’re looking to innovate and expand, let’s work together to make informed financial decisions that align with your long-term goals.