








James Smith
Office Manager


Rachel Lee
Office Manager


Michael Chen
Office Manager
Balanced Books by CJ offers personalized bookkeeping with accurate, consistent financials you can rely on. We take an educator’s approach—explaining your numbers in a clear, easy-to-understand way—so you feel confident making business decisions. Built by a small business owner, for small business owners, we understand your challenges firsthand and provide support tailored to your needs.
You’re never treated like just another account. Every client receives individual attention, customized reporting, and unlimited consultations. Our goal is not only to manage your books, but to help you truly understand them—without confusing jargon or generic templates.
We primarily serve small businesses, entrepreneurs, and service-based companies who want clean, reliable financials and a bookkeeping partner they can trust. Whether you’re just starting out or growing, our services are designed to scale with your business.
Yes. Balanced Books by CJ is proudly based in Texas and serves businesses both locally and nationwide. While Texas is home, we work with small business owners across the U.S. and partner with trusted CPA professionals to ensure reliable support wherever you’re located.

Your trusted partner in financial growth and investment success, committed to securing your financial future.
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