About Us

Years Of Experience
0 +
Project Done
20 K
Happy Client
100 +
MEET THE FOUNDER

Bookkeeping Built on Real Experience and Genuine Care

Catherine’s bookkeeping career began in Manhattan’s Diamond District, where she worked as an Administrative Assistant and Bookkeeper for several jewelry businesses. In one of New York City’s busiest business districts, she learned first-hand what it takes to keep fast-moving financial operations accurate and organized.
In 2018, Catherine moved to Maine to raise her four sons. In 2023, she returned to the workforce as an Accounts Payable and Payroll Clerk for a non-profit organization, sharpening the skills that would eventually shape her own business.

Make your business stand out

Behind every successful business is a clear understanding of its finances. We help small business owners stay organized with accurate bookkeeping, timely financial records, and personalized support, giving you more time to focus on serving your customers and growing your business.
Our Story

Why BalanceSmart Solutions Exists

BalanceSmart Solutions LLC was created with one purpose: to help small business owners maintain organized, accurate financial records without the stress of managing bookkeeping themselves. We believe business owners should spend their time growing their business — not buried in paperwork.
Our Mission

To help small businesses maintain accurate, up-to-date financial records while empowering business owners to understand their financial health and focus on growth — without the stress of managing their own books.

Our Vision

To become a trusted bookkeeping partner for small businesses by providing personalized financial support, accurate bookkeeping, and dependable service that supports long-term success.

What Client Say

Hear from businesses like yours.

"Switched after a bad experience with our old bookkeeper and honestly wish we'd done it sooner." We were behind on reconciliations for like 4 months when we started. They got everything caught up within the first few weeks and actually explained what had gone wrong before, which our old bookkeeper never did. Reports come on time every month now.

Kevin M. HVAC company owner

"Good communication, fair pricing." Nothing fancy, just does what it's supposed to do. I get a call once a month, my questions get answered, and my numbers are right when I check them against the bank. Docked half a star only because onboarding took a little longer than expected, but that's a minor thing.

Rachel D. Online Retailer

"Finally understand my own P&L." I'm not a numbers person at all, so I used to just kind of nod along when my accountant talked. These guys actually break it down in a way that makes sense to me. Caught a duplicate expense that had been sitting there for months too.

Omar T. Contractor

"Would recommend to other small business owners." Been with them almost a year now. Nothing dramatic to report, which is honestly the best compliment I can give a bookkeeping service — things just work, statements are accurate, and if I email with a question I hear back same day usually.

Lindsey P. Cafe Owner

"They caught something our CPA missed at tax time." We'd been using the same setup for years and just assumed everything was fine. Turned out a chunk of expenses had been miscategorized for months, which would've thrown off our tax filing. They flagged it, fixed it, and walked us through how to avoid it going forward.

Brian K. Landscaping Business Owner

"Solid service, still getting used to the reporting format." Numbers are accurate and the team is responsive whenever I reach out. Took me a couple months to get comfortable reading the new reports since they're laid out differently than what I was used to, but once it clicked it's actually a lot clearer than before.

Denise W. Freelance Consultant Agency