clean books. clear insights. confident decisions.
let us handle your books so you can focus on your business. we turn your numbers into clear, practical insights and guidance, helping you make confident decisions and grow what you love. our goal is simple: keep your finances organized, your mind at ease, and your business moving forward with confidence.
our services
we want our pricing to be totally simple — no spikes based on extra hours in busy months, and no problem to scale up or down based on what’s right for your business today. all packages include our dedicated support, so we’ll be there for you when questions come up.
starter
$500/month
weekly bookkeeping
monthly close and bank reconciliations
accounts receivable and payable tracking
monthly financial summary email
year-end CPA package
standard
$900/month
all starter services
invoicing and payment collection
bill payment and vendor management
30 min monthly financial summary call
annual 1099 filings
premium
$1,500/month
all standard services
credit card system management
payroll integrations
cash flow and KPI reporting
discounted add-on pricing
add-ons
call for pricing
new set-ups
existing clean-ups
state registration compliance
special projects and advisory services
we are currently unable to provide tax, audit/attest, or compilation services. we’re happy to help connect you with someone who can!
hi, i’m alison! i’ve spent over 15 years supporting accounting, administration, and operations for businesses of all sizes and stages, from scrappy startups to established solopreneurs to century-old fortune 500s. i started balsamroot to do what i love the most — work hands-on with small business owners and entrepreneurs, giving them the same dedicated support and thoughtful insight that big companies get from their dedicated accounting and back-office teams. it’s just me here for now, which means you’ll get my focus and experience with all of our services.
i’m based in beautiful central washington state, where i spend my non-accounting time exploring the trails, woods, and backroads of the east cascades. i’m a licensed CPA in the state of washington and proud alumna of central washington university.
about us
learn more
we’d love to learn more about you and how we can help! we offer free consultations to make sure we’re the right fit. use the buttons below to book a consultation directly on our calendar, or send an email with questions.