Valuing Vision, Clear Books & Confident Decisions.

Texas-based, personalized bookkeeping services built to support small business owners every step of the way.

What We Do.

At Balanced Books by CJ, we handle your books so you can focus on growing your business. Each month or quarter, we provide accurate financials, clean records, and ongoing support—tailored to your needs.

Support That Scales.

As your business grows, your bookkeeping grows with you—with trusted CPA referrals when needed.

Personalized Bookkeeping.

Custom reports, unlimited consultations, and hands-on support designed around your business goals.

Trusted Partner.

Reliable bookkeeping with CPA partnerships available when tax questions or needs come up.

Monthly / Quarterly Bookkeeping Services.

Our Services

Bank Reconciliations – Ensure every transaction is accounted for and accurate.

Income Statements (Profit & Loss) – Clear insight into how your business is performing.

Balance Sheets A snapshot of your financial position at any point in time.

Personalized Financial Reports – Custom reports that matter to your business.

General Ledger Clean-Up – Fix errors, organize accounts, and bring your books up to date.

Unlimited Consultations – Ask questions anytime and get answers you can trust.

Need tax support? We partner with a trusted local CPA firm and can seamlessly connect you with tax services when needed.

10+

Years Experience

How Pricing Works

We believe in transparency and fair pricing. No surprises.

No confusing invoices. Just straightforward support.

Free Initial Consultation

We’ll discuss your business, goals, and current bookkeeping needs.

First Month: $100/hour

Used to assess your books and determine the scope of work.

Ongoing Flat Monthly Fee

After the first month, pricing moves to a predictable flat rate based on your needs.

What Clients Say

Here's what our clients have to say about their experience with our Bookkeeping services:

The personalized attention and expertise I received helped me achieve financial growth I never thought possible.

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James Smith

Office Manager

Working with their team has transformed my financial outlook—they truly understand my goals and needs.

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Rachel Lee

Office Manager

Their strategic approach to managing my books has given me peace of mind and consistent returns.

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Michael Chen

Office Manager

Frequently Asked Questions

Why choose Balanced Books by CJ?

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.

How is your bookkeeping service different from others?

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.

Who do you work with?

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.

Are you local to Texas?

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.


Ready to Feel Confident About Your Books?

Let’s simplify your finances and give you clarity you can count on.

Take the first step—fill out the form to get started

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

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