Why work with us?
A dedicated team member who has your back, simplifies the numbers into actionable insights, and makes money enjoyable? THIS is the future of financial services.
Wherever you are starting — running a $100K business or a $10M business — if your numbers feel overwhelming, a happier future IS possible. It’s waiting for you on the other side of organized books, clear data, and a financial partner you trust.
Balannx does more than bookkeeping, tax prep, and financial advising for women entrepreneurs — we make money enjoyable
INTERESTED? SCROLL ON!
You’re not just looking for an accountant. You’re looking for clarity. Confidence. Breathing room.
You’ve outgrown the DIY stage, and you’re not interested in another cookie-cutter firm that just files your taxes and disappears. You want someone who gets it — the messy middle of growth, the late-night spreadsheet spirals, the dream that started it all.
That’s where we come in.
At Balannx, we offer done-for-you accounting advisory with done-with-you care — blending strategic financial insight with the soul and sensitivity that scaling business owners like you actually need.
We believe numbers are more than compliance — they’re a compass.
Our approach is warm, clear, and deeply strategic. We speak your language, understand your vision, and walk beside you — not above you. You won’t find templated reports or jargon here. Just wisdom, partnership, and a whole lot of heart.
It seems such a simple thing to sit down with a cup of coffee and read through your financial reports and find everything makes sense.
Imagine that you CAN.:
Understand every single number in your business
Make the financial decision faster because you have all information and metrics you need.
Save hours and hours because you have someone help you put the number together in an easy way to understand
Invest your time to grow your business instead of trying to figure out how to code a transaction.
Be confident that your business complies with tax law and not overpaid tax.
Grow your company EXPONENTLY because you know what makes the profits.
Tax services
I have been working in accounting and financials for years and never heard business owners say they enjoy filing their taxes or getting their business compliant with tax. Tax can be an overwhelming part.
Let me help you to solve the tax puzzle.
Tax can be overwhelming with many, and it is understandable because it is quite challenging to keep up with ever changing tax code. This is where we come in. Let us help you ease the stress of handing your tax!
Tax Preparation
We prepare your annual personal and business tax
Maximize your tax deductions
GET START
Tax Planning
Over the year, I have learned that life is constantly changing. You have new business ideas, newborns, new business partners, and a ton of new opportunities presenting to you. All of these relate to finance and tax, believe it or not!
I can help you to plan for these events in terms of tax.
Let me help you to solve the tax puzzle.
Strategic planning for your tax
Answer your questions about your business decisions like buying a car for your business.
Analyze many different options that help you not overpaying tax
S corporation analysis
THIS IS WHAT IT LOOKS LIKE TO WORK WITH US
Rosemary Lauer
President of Tetra Gloabl
paid off $35 million dollar business debts and built a 7 figure cash flow
"Fiona changed my life! I call her my Angel. She came in when my husband suddenly passed away, and helped me figured out his completely messed up business. I paid off his business debts in 3.5 years while building cash flow and business."
You cannot imagine the pressure and stress that I was under that time. Yet, Fiona brought her incredible financial and accounting knowledge, and a strong mindset, intelligence, and business strategies to help me solve the challenges during the tough time. I am forever grateful for what she helped me.
"Think Katie's work is just for women? Think again. I'm a man (obviously), and my business tripled, too!"
Joshua
tripled his revenue
I'm baby farm-to-table sartorial helvetica, migas marfa paleo chambray normcore 8-bit bushwick roof party truffaut banjo actually. YOLO health goth jean shorts forage farm-to-table flannel.
Ella K.
Founder of The Stellar Story
fiona did a brilliant job in being supportive, and offering solutions in a timely and professional manner. She is genuine and passionate about what she does, and going above and beyond is absolutely her trademark!
"I have worked with Fiona on a QuickBooks related project, and she fully delivered! She assisted me in preparing and organizing my business finances prior to filing taxes. I love how she measures her success through her clients’ success. Fiona is a passionate entrepreneur who is truly committed to her clients and their success. She is an expert in accounting, QuickBooks, finances.
"She is funny too! A great combination to have when you are in need of support with your finances. We are now working on a second project; I am sure there will be more to come. I am absolutely at ease when I say that I 100% recommend Fiona and her services!"
"Think Katie's work is just for women? Think again. I'm a man (obviously), and my business tripled, too!"
Joshua
tripled his revenue
I'm baby farm-to-table sartorial helvetica, migas marfa paleo chambray normcore 8-bit bushwick roof party truffaut banjo actually. YOLO health goth jean shorts forage farm-to-table flannel.
Brandi Jordan
Founder of The Cradle Company
If I had to name the top 5 most influential people to my business growth, Fiona would be undeniably within the top three. First of all not many people would say this about their accountant, bookkeeping team or CFO, but I can squarely and wholeheartedly say she has changed the trajectory of my business.
As someone who grew up in feast and famine I always thought that simply making more money was the answer. The truth is I had to do more than that. In 2017 I made $200k MORE than I had accounted for… that sounds great but WHERE was It?
In 2023 one of my highest grossing years and with Fiona handling my taxes and bookkeeping not only did I pay 50% less tax than I had the previous year when I made less money with a different accountant! Most importantly, I know my numbers. I know what the business can afford, what to put away for taxes, how much I can invest in growing my business.
At a glance with the systems she’s helped me implement I can see how close I am to goals, or if there are any leaks in my business that need to be tended to before they become a problem.
What she’s done is not just help, she’s teaching me every month how to be a better CEO.
If you are feeling shame about your money, past bad money decisions, or just want 2024 to really take off I’d highly recommend getting her on your money team.
"Think Katie's work is just for women? Think again. I'm a man (obviously), and my business tripled, too!"
Joshua
tripled his revenue
I'm baby farm-to-table sartorial helvetica, migas marfa paleo chambray normcore 8-bit bushwick roof party truffaut banjo actually. YOLO health goth jean shorts forage farm-to-table flannel.
but first
You did not start your business, so that you work overload, push your financials on the back burner, and you never earn enough PROFIT to pay yourself a reasonable salary!
I am here to help you do what you love and make a decent living to shine on your talents, passions and pursue your PURPOSE. I can do this because I will have your back in terms of your business financials and tax. I help you figure out the math part, compliance and how they connect with your business strategies.
Let me help you!
I'm ready for leveling up
