Let's Connect

​Whether you're:

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✔ Starting a new business and need guidance on setting up your financial systems

✔ Looking for ongoing bookkeeping or clean-up services

✔ Unsure about sales tax or excise tax requirements

✔ Preparing for tax season and need organized financial records

✔ Interested in bookkeeping, financial literacy, or business-related classes

✔ Seeking a speaker for a business event, networking group, workshop, or educational presentation

✔ Looking for a trusted advisor to help you better understand your numbers

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We are here to help.  We would love to connect.  Here at Balance 'n Bloom, we provide bookkeeping, advisory services, business guidance, educational workshops, and financial organization support designed to help business owners gain clarity and confidence in their finances. As a former Wisconsin state auditor, we understand the importance of accurate records, compliance, and proactive financial management.

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What You Can Expect

✔ Free initial consultation

✔ Personalized recommendations based on your business needs

✔ Practical guidance and actionable solutions

✔ A professional, judgment-free conversation

✔ Remote and virtual services available

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Speaking Engagements & Workshops

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We are available for:

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✔ Small business workshops

✔ Financial literacy presentations

✔ Bookkeeping and recordkeeping training

✔ Start-up business education

✔ Sales tax and excise tax education

✔ Professional association meetings

✔ Chamber of Commerce events

✔ Networking groups and community organizations​

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If you're interested in having us speak at an event or provide training for your organization, please include details in your message.