Balanced Bookkeeping LLC, established in 2017, provides comprehensive bookkeeping, notary, and fractional controller & CRO services tailored for small businesses and high-net-worth individuals. With a background in corporate financial controls and compliance from global Fortune 50 companies, the team delivers high-level support that goes beyond data entry to ensure financial clarity and streamline workflows.
Services include routine bookkeeping, cash flow and budgeting analysis, bookkeeping reviews, and workflow optimization, all aimed at freeing up business owners' time and providing peace of mind through trained controls management.
Experienced former Senior Controls Manager and Compliance Examiner
Custom compliance solutions for Registered Investment Advisors
Fractional Revenue Leadership services
Virtual and onsite bookkeeping options
Services
Bookkeeping Services
Monthly plans starting at $550, tailored to specific business needs. Includes accounts payable, accounts receivable, vendor and customer invoicing, reconciliations, QuickBooks setup, compliance services, and custom cleanup requests.
Custom and proactive compliance solutions for Registered Investment Advisors and financial professionals, in partnership with SEC RIA Compliance field experts.
Fractional Chief Revenue Officer (CRO) services to optimize revenue operations, customer journey, and marketing/sales efficiency.
Optimize Customer JourneyEnhance Marketing & Sales EfficiencyImprove Customer Retention & ReferralsLeverage Customer Data for Go-to-Market Strategy
Credentials & Certifications
FINRA 7, 24, and 53 licenses
Student of Developmental Psychology at Lesley University
Inc. 500 - #15 Fastest Growing Private Business in United States
Since 2011
Top 50 CEO – Smart CEO Magazine
Frequently Asked Questions
What is the starting price for your monthly bookkeeping plans? +
Monthly plans start at $550.
Do you offer compliance services for Registered Investment Advisors? +
Yes, we offer custom and proactive compliance solutions for Registered Investment Advisors and financial professionals in partnership with our strategic partners within the SEC RIA Compliance field.
What experience does your founder, Kate Wittemann, have? +
Kate Wittemann has over 20 years of experience in the financial services industry, specializing in compliance and controls. She has worked as a Senior Branch Controls Manager at AXA Equitable and Morgan Stanley, and founded Balanced Bookkeeping in 2017.
What services are included in your standard bookkeeping package? +
Standard services include accounts payable, accounts receivable, vendor and customer invoicing, reconciliations, QuickBooks setup, compliance services, and custom cleanup requests.
Can you help with cash flow analysis and budgeting? +
Yes, we specialize in cash flow analysis and budgeting, helping businesses focus on key revenue sources and manage expenses to maximize profits.
