Meet Your New Small Business Accountant!
Hi, I’m Cathy!
I’ve always had a thing for numbers. My journey started in high school with one simple accounting class and I was hooked! Life took me in a few different directions since then, but no matter what, bookkeeping was always part of the story.
After owning and running several businesses (and doing all the books myself), I realized that my favorite part was helping the numbers make sense. That curiosity led me back to school in my 40s to complete my degree in Accounting. After spending the last few years as an employee of a small business, I realized my heart is in helping small business owners find balance and confidence in their finances.
Now, I do just that! I’ve taken the leap to bring all my experiences together to help entrepreneurs like yourself find clarity and confidence in their finances. I know how hard it can be to juggle everything in your business. So how about this… You focus on what you love, and I’ll handle the books!
>> Because numbers don’t just tell the story of your business, they help you live the Balanced Life you set out to create.
I’m not just your accountant, I’m your trusted financial
clarity guide who honors your values, energy, and mission.
— Cathy Jacobsen
What our Clients are saying
Lee Ann
Cathy has been instrumental in helping me get my business finances in order. From setting up payroll to reviewing my books and identifying financial leaks, she’s been incredibly thorough and insightful. Whether it’s bookkeeping or business tax preparation, Cathy is a wealth of knowledge and takes the time to explain things in a way that actually makes sense. I truly feel more confident in my business because of her support.
Online/SEO Marketer
Nichole
Cathy is very genuine and professional! She is prompt to answer any questions and gets things done and organized relieving a lot of the book keeping pressure of owning a business!
Tree Service
Dog Trainer/WalkerTheresa
Cathy has been such a gift! I am a small business owner that has started to scale and the growth left me feeling overwhelmed by getting organized for tax time. We met virtually a couple of times to discuss what I needed, how she could help, and what was next. I've been able to relax ever since! I can't recommend Balanced Life enough.