Clarity & Confidence
for Your Business Finances

We help established entrepreneurs thrive through clean books, tailored insights & financial education.

We empower small businesses to understand their finances and thrive. With over 25 years of accounting experience and a Master’s degree, Balance Financial was founded to provide clarity, education, and peace of mind, focusing on established entrepreneurs ready to grow with clean books and tailored financial insights.

Hi, I’m Joselyn.

I’m passionate about helping small businesses gain clarity in their finances and the confidence to grow. My approach is rooted in integrity, loyalty, and commitment—working side by side with entrepreneurs to simplify their books, strengthen cash flow, and uncover opportunities for growth. I believe numbers tell a story, and my goal is to make that story clear so business owners can make decisions with confidence.

Through my own journey of building a business, I understand the challenges and rewards of entrepreneurship. That’s why I provide not just financial expertise, but also education and guidance—empowering my clients to take control of their numbers and achieve the success they’ve been working toward.

  • Joselyn has been a pivotal part of my company and its finances.

    She has provided guidance and support on billing, end of year taxes, invoices, month-to-month expenses, and any aspect of my business that involves money. I am so grateful for Joselyn and the support she has offered me. Having the peace of mind that the money aspect of my business is taken care of has allowed me the space to focus on growing my company and fulfilling its mission. I would recommend Joselyn to anyone who is in need of financial support for their company. Thanks so much for the opportunity, Joselyn, and thank you for all you do!

    - Lori, Thinkubator

  • I am so very grateful for you.  

    Just wanted to take a quick minute and say thank you for working with me and helping me and my business over the past year.  I know there was so much to fix and I need some assistance at times understanding things, but I so appreciate all you have done for me.

    What an incredible feeling to know what I need to do to succeed financially and to be able to hand off all the accounting to the CPA and for him to have NO ISSUES doing my taxes.  THEY ARE ALREADY DONE!!  Without extensions, without any issues, nothing!!  And I owe it to you and your team. 

    - Eileen, Old Mill House 

  • Joselyn and her team go above and beyond

    I work with many small business owners and when someone mentions "Bookkeeping" I instantly say Balance Financial Solutions. Joselyn and her team go above and beyond to not only maintain clients' books but fix previous errors and show new ways to do things. I know I can trust Balance Solutions to take care of my clients so they are able to stay on track with their books and have peace of mind.

    - Zoe, Assisting Businesses Virtually

🌟 Why Balance? 🌟 Because understanding your business finances shouldn't feel like learning a foreign language. Balance Financial is fluent in finance, saving, and cash flow—and we love helping business owners become fluent too. 💬💵 We brea
✨ Ready to finally feel confident about your business finances? Joselyn’s new bookkeeping course launches this September! Learn how to manage your books, understand your cash flow, and run your business with confidence. 💡 Simple. Clear. Acti
When was the last time you reviewed your financial reports? Staying on top of your numbers isn’t just about compliance—it’s about clarity, confidence, and control in your business. 📊✨ 👉 Comment below: Do you review them weekly, m
💼 Think bigger. Plan smarter. Grow faster. When you’re ready to move beyond day-to-day bookkeeping and truly lead your business like a CFO, our Visionary Entrepreneur services are here to guide you. With: ✨ Fractional CFO Services – str
What documents should you keep for bookkeeping? 📂💡 Great question—and one every business owner needs to know. You should be keeping: ✔️ Receipts & invoices ✔️ Bank & credit card statements ✔️ Payroll records ✔️ Tax documents ✔️ Loan
As a business owner, your time is your most valuable asset. Don’t waste it trying to manage everything alone—especially your books. Let us help you get back to what you do best, while we take care of what we do best. #SmallBusinessFinan
😫 Tired of bookkeeping being the hardest part of running your business? Joselyn is launching a step-by-step bookkeeping course this September to help you: ✅ Track your income and expenses easily ✅ Understand your cash flow ✅ Stay ready for tax sea