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Beckie | Fractional CFO, Bookkeeper + No-BS Business Advisor

@balancedofficesolutions

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Helping founders feel financially confident
Cash-flow driven bookkeeping + CFO support
For growing service-based businesses
👇 Start here

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⚡️We’re taking a priority pause! ⚡️

We get how important this whole social media thing is, but we’re also realistic about our bandwidth.

Tax Season is the top priority for CPAs, accountants, and bookkeepers (like us!). So, we’re taking a break from posting here because – quite frankly – it’s far less important than focusing all of our attention on our “real” work during this time. While we’re gone, we wish you a wonderful, stress-free Tax Season.

And remember: Be kind to whoever manages your books, even if that person is you. 💚

✉️ P.S. Just because we are taking a social media pause DOES NOT mean you can’t/shouldn’t reach out. Our inbox is open if you need anything!

#SocialMediaBreak #WorkLifeBalance #PriorityShift #TaxSeason #SmallBusinessBookkeeping #YourBookkeeper #BusinessAdvisory #SmallBusinessResources #GrowYourBiz #EntrepreneurLife #EntrepreneurMindset #BookkeepingSolutions #StressFreeTaxSeason by @balancedofficesolutions

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2 years ago

Skip the social media misinformation, endless Internet searching, and (for f*ck’s sake) any calls with QuickBooks reps (sorry, not sorry).

We keep things clean and simple to save you time, effort, and unnecessary stress.

Whether it’s for oversight and guidance as you DIY your books or to outsource your bookkeeping entirely, our team has a track record for being top-quality bookkeepers – for decades.

But, that’s not all.

We *also* offer customized QuickBooks Training Programs or QB Clean-Ups, if your books are a bit of a hot mess… as well as a whole suite of add-on services, we exist to make your life (professionally, at least) a whole lot easier.

💫 Let’s Chat! Link in bio to schedule a consultation or learn more

#BalancedBooks #BackpocketCFO #SmallBusinessOwner #SmallBizBookkeeper #SmallBizResources #GrowYourBusiness #FinancialClarity #TaxSeasonPrep #EntrepreneurLife by @balancedofficesolutions

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2 years ago

I’m Beckie 👋– Founder and Numbers Nerd @balancedofficesolutions. I’m not your typical bookkeeper or business advisor, as you’ll soon find out.

I started BOS, as many do, after seeing a need in the market to help businesses, like yours, get their sh*t together without having to hire, manage, and pay for certain resources internally. In that, we’re known to tell it like it is – we laugh, we joke, we never sugarcoat, but we do great work and lead with kindness.

✨And that’s key. ✨

Balanced Office Solutions is not just a bookkeeping firm – we do a hell of a lot more, too. We offer business advisory, QuickBooks training, or other business solutions that allow you to focus on what you do best and leave all the financial b*s to us.

👀More on that soon…

#BalancedBooks #BusinessAdvisor #BackpocketCFO #SmallBusinessOwner #EntrepreneurLife #SmallBusinessTaxes #TaxHelp #GrowYourBusiness #FinancialClarity #TaxSeasonPrep #BusinessGrowthGoals by @balancedofficesolutions

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by @balancedofficesolutions

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2 months ago

⏰ We're almost halfway through 2026. Is your business financial foundation where it needs to be?

Join us Wednesday, June 3rd at 12 pm ET for Maximizing Your Business Finances, a free webinar built for Massachusetts small business owners who want to stop flying blind and start making confident financial decisions.

We're bringing together three experts to show you how:

💰 Joselyn Martinez of @balance_financial
💰 Beckie Nelson of @balancedofficesolutions
💰 Meri Anderson of @anderson.cpas

Together, they'll walk you through the financial habits that actually move the needle, from cash flow and slow-season planning to using your reports to make smarter calls on pricing, hiring, and growth.

⬆️ Register now through the link in bio. by @balancedofficesolutions

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4 months ago

by @balancedofficesolutions

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5 months ago

💵 Strong businesses are built on strong financial decisions.

Join us for Maximizing Your Business Finances on Wednesday, June 3rd at 12 pm ET, a webinar for Massachusetts small business owners who want to better understand their numbers, improve cash flow, and build a stronger financial foundation.

Featuring guest experts Joselyn Martinez of @balance_financial, Beckie Nelson of @balancedofficesolutions, and Meri Anderson of @anderson.cpas, this conversation will cover the foundational financial habits and insights every business owner should have in place, from knowing which numbers to watch, to preparing for slower seasons, to using financial reports to make better decisions around pricing, hiring, inventory, and growth.

⬆️ Visit the link in bio to register now. by @balancedofficesolutions

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5 months ago

Happy 2nd anniversary to my ride or die. Love you even though you're not on socials 🤣💚❤️💚❤️ by @balancedofficesolutions

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5 months ago

by @balancedofficesolutions

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a year ago

Hey friends!

I'm thrilled to share that I'm a finalist for Best Bookkeeper in the Boston Business Women Awards, alongside some truly amazing pros!

The winner will be decided through an open vote over the next few weeks, and your support would mean so much. Whether we've worked together or crossed paths, I'd be incredibly grateful for your vote!

✨ Voting is super quick and easy, and you don’t need to be a BBW member to participate! ✨

You can vote using the link in my IG bio or head over to: bostonbusinesswomen.com/the-boston-business-women-awards

Bonus Tip: While you're there, take a peek at the other categories! There are some amazing businesses featured — it's the perfect chance to discover talented pros in fields you might need down the road.

Thank you so much for your support! 💚 taken in Boston, Massachusetts, USA by @balancedofficesolutions

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2 years ago

Needed to take some time away from tax season. So decided to go to a photography opportunity with Winslow Animal Sanctuary and made some really amazing animal friends.#naturephotography #animalrescue #animalphotography taken in Norton, Massachusetts by @balancedofficesolutions

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