Now Accepting New Clients!
Services Offered
Monthly bank and credit card reconciliations
General ledger maintenance
Categorizing transactions accurately
Accounts payable (AP) and receivable (AR) tracking
Payroll processing (direct or via Gusto, ADP, etc.)
1099 contractor tracking and filing
W-9/W-4 management
Sales tax tracking and filing
Monthly financial statements (Profit & Loss, Balance Sheet)
Year-end bookkeeping prep for CPAs
Cash flow forecasting (short and long-term)
Income and expense projections
Seasonal planning and reserve fund strategies
Burn rate and break-even calculations
Budget creation, tracking, and budgeting for profit
Financial goal setting and growth planning
Pricing strategy and profit margin reviews
Strategic planning around cash and capital
Budget vs. actuals analysis
Revenue model and cost-center evaluations
Planning for loans, grants, or investors
Custom dashboards and KPI tracking
Job costing and project-based reporting
"Know Your Numbers" sessions
Reading financial statements (client education)
Monthly or quarterly financial reviews
QuickBooks Online/Xero setup and optimization
Chart of accounts setup or cleanup
App integrations (receipts, payments, inventory)
Workflow automation (bill pay, payroll, time tracking)
Accounting software migration and cleanup
Financial system setup for new businesses
Billing and invoicing workflow optimization
SOPs for financial processes
Onboarding financial systems for team members
Vendor and subscription cost management
Books cleanup and assessments
QuickBooks/Xero file reviews
Year-end readiness checks
Custom financial health reports
Our team
At In Balance Bookkeeping, we believe that accurate books are more than numbers—they’re the foundation of smart decisions and sustainable growth. That’s why we bring both precision and partnership to every client relationship.
Our team blends deep practical experience with fresh perspectives and academic training. In addition to full-service bookkeeping and payroll support, we offer personalized business, financial, and management consultations designed to help you better understand your numbers, refine your strategy, and operate with confidence.
Whether you need monthly bookkeeping, help with systems setup, or a high-level consultation to clarify your next business move, we meet you where you are—and help you move forward with clarity and control.
Hi, I’m Rachel Shoemaker, founder of In Balance Bookkeeping. With over 15 years of experience in small business bookkeeping, I’ve made it my mission to help business owners feel organized, supported, and confident in their finances. I believe that clear, accurate books bring not only peace of mind—but the freedom to focus on what matters most.
I live with my husband and our two wonderful boys, who constantly remind me of the importance of balance—both in business and in life. That value is at the heart of everything I do, and it’s what I bring to every client relationship: calm, clarity, and dependable support you can count on.
Nicole is a vital part of the In Balance Bookkeeping team. As a military wife and proud mom of two, she brings incredible dedication, adaptability, and heart to everything she does. Nicole is committed to learning and growing in the bookkeeping field, pairing her academic background with real-world experience to support our clients with care and precision.
Her attention to detail, strong work ethic, and genuine desire to help others make her a trusted support behind the scenes. Whether she's managing day-to-day transactions or assisting with account organization, Nicole approaches every task with reliability and a calm, can-do attitude. We’re lucky to have her—and so are our clients.
Whether you have a clear plan or just a few questions, we’re just a phone call away and ready to help you move forward with clarity and confidence.