Book Balanced

About Us

Book Balanced

Hi, I am Sara, the founder of Book Balanced, LLC.

I am a Colorado native, born and raised in Fort Collins where I also attended Colorado State University (Go Rams!). After graduating college with a degree in Accounting, I started working as an auditor for my first CPA firm. From there my career grew to work in two other CPA firms in Denver as a Senior Consultant and as an Outsourced Accounting Manager. I also worked as a Controller for a SaaS company, a residential real estate broker, and a retirement community. All together I have been balancing books and producing financial statements for over 17 years. In January 2023, I opened Book Balanced which had been in my dreams for many years.

I am an accountant to my core and love working with numbers, processes, and organization! I have many years of experience and I am excited to share what I have learned and experienced. I will work hard each day to be a responsive, detailed, accurate and fun accountant! I hope to gain your trust and eventually be just another team member for your business.

I am a Certified Public Accountant (CPA) in the state of Colorado.

Book Balanced
Book Balanced

Hi, I’m Shelly, Co-Owner of Book Balanced, LLC.

I'm a Certified Public Accountant with over 20 years of experience in accounting, financial management, and business strategy. After earning my Accounting degree, I built my career in Colorado through accounting and leadership roles in public accounting, corporate finance, small business ownership, and international entrepreneurship. I worked with Sara 15 years ago in public accounting and joined her team at Book Balanced in the fall of 2023. I partner with entrepreneurs and growing organizations to strengthen their financial foundations through accurate reporting, budgeting, forecasting, and meaningful financial analysis.

I am an entrepreneur at heart and passionate about bringing clarity, structure, and peace of mind to business owners who want to understand their numbers better and plan with intention. With a people-first approach, love for understanding the story behind the numbers, and strong financial acumen, I aim to help you gain more confidence in understanding your financial position, driving informed business decisions for sustainable success.

Take control of your financial future

Schedule a personalized consultation with Book Balanced today. If you’re a business owner seeking financial planning or in need of reliable accounting services, we’re here to help. Click below to book your consultation and embark on a journey to financial success with Book Balanced. Your financial well-being starts here!

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Book Balanced

About Us

With our unwavering commitment to excellence and meticulous attention to detail, we empower businesses to navigate the complexities of accounting with ease.