Support That Grows With You

Whether you’re just getting started or ready to scale, our programs are designed to empower you with financial clarity, confidence, and balance.

Explore how we can help you build a business that aligns with your goals and supports your life.

How We Help You Build a Business That Supports Your Life

At CEO Business Balance, we understand that every solopreneur’s journey is unique.

That’s why we’ve created a range of support levels designed to meet you exactly where you are, whether you’re just starting to get a handle on your finances or you’re ready to take your business to new heights.

Each level offers tailored support that empowers you with clarity, confidence, and the freedom to focus on what matters most.

More than just bookkeeping, our services provide you with the essentials to build, manage, and grow your business with purpose.

From establishing solid financial foundations to making strategic decisions that drive sustainable growth, we’re here to help you navigate the complexities of running a business.

No matter your stage, our mission is to provide the resources and insights that simplify your finances, reduce stress, and unlock sustainable growth.

Let’s work together to build a business that truly supports your life and aligns with your values.

Trust Accounting

Implement reliable systems for managing trust accounts in compliance with state bar regulations. Our trust accounting services are designed to help you maintain accurate records, ensuring transparency and compliance with all legal requirements. We provide peace of mind by handling the complexities of trust accounting, so you can focus on delivering exceptional service to your clients.

trust accounting

Virtual Financial Management

Streamline your financial processes with our comprehensive bookkeeping services. We’ll manage your day-to-day financial transactions, ensuring accuracy and compliance, so you can focus on scaling your business. Our meticulous approach ensures your books are always up-to-date, providing you with clear insights into your financial health.

bookkeping

Financial Planning and Advisory

Gain access to expert financial planning and advisory services from a seasoned Fractional CFO. Our services encompass strategic financial planning, budgeting, and forecasting, providing you with the tools and insights needed to make informed decisions. We help you understand your financial position, identify opportunities for growth, and develop strategies to achieve your business objectives. With our guidance, you can optimize your financial performance and drive sustainable growth.

Stacy Luft

Let's Connect

Ready to take your business to the next level? Contact us today to learn how we can support your journey toward financial stability and business success. Together, we can build a profitable and thriving business without the burnout.