Balance and Bloom Financial

About Us

I'm Jen, a CPA with more than two decades of federal auditing experience. At Balance & Bloom, I help small business owners stop dreading their finances and start using them to make confident decisions and grow.

You've outgrown DIY bookkeeping, but you're not ready for full CPA-firm rates or a fractional CFO package stacked with services you don't need. Too big for DIY, too small for the expensive options—that in-between stage is exactly who I serve. I call it fractional accounting: professional financial support, right-sized and priced for your business, with only the services you actually need.

How I help:

Bookkeeping & accounting — monthly close, ongoing bookkeeping, customized to your business
Fractional accounting (a right-sized alternative to a full fractional CFO) — cash flow management, budgeting, and financial guidance for owners who need a trusted partner, not a full-time hire
Advisory & projects — Such as clean-up bookkeeping, bookkeeping consultations, financial analysis, risk and compliance review, and accounting software setup
Personal financial coaching (add-on) — because your business and personal finances are connected, I also offer one-on-one coaching to help you build confidence and clarity with your own money

Let's turn your numbers into tools that help you make strategic financial decisions.