“Heidi is precise, accurate, responsible and responds quickly to all my requests especially those that require “immediate” attention. Given her expert accounting, Heidi has delivered efficiency and excellence for our mutual client which allows him to do what he does best. Without any equivocation, Balanced Bookkeeping & Beyond has my total endorsement.”

“Heidi has been an enormous asset to our company. Her efforts allowed us to allocate time and resources more effectively and, ultimately, serve our customers better. We recommend her services strongly to any business.”

“Heidi’s organization of our complex data made it a lot easier for our CPA to complete our tax return this year.”

“Since first hiring Heidi Morgan, my life has become significantly less stressful! Her bookkeeping services include monthly statements which allow me to stay on budget and at all times know my year-to-date expenses! The best part is that when tax time comes - it’s a breeze! ”

“As the owner of a relatively new small business, I was very busy and overwhelmed with finances and bookkeeping. Heidi took my messy records and whipped them all into shape. I feel so organized now that we have a system. Heidi loves working the numbers and keeping a business organized financially, and it shows. She is patient, calm, confident, and always easy to work with. I’d be lost without her services!”

“Balanced Bookkeeping & Beyond provides unique services that are a great fit! It was just what we needed as we launched our new business and developed new business sectors. They got us up and running and have been quick to respond and solve issues as we continue to grow our business. We have a great relationship.”

“Heidi Triezenberg Morgan does a superb job helping me! Her expertise is invaluable. Heidi is effective and efficient in helping us manage the multifaceted task of bookkeeping and accounting for our small company. I would recommend her services to everyone. ”

“For the first time in 15 years we are receiving financial statements for our mutual client in a timely and understandable manner. The number of yearend adjustments required from us has been reduced materially.

Heidi is efficient, knowledgeable, professional, and responsive to requests or directions from us. It is a pleasure to finally deal with someone of her ability, after many years of frustration with previous bookkeepers. I heartily recommend her if you are seeking professional accounting help.”

“Working with Heidi has dramatically improved my small company’s accounting and bookkeeping efficiency. Budgets, job costing and reports are now more accurate and thorough. Heidi is flexible, efficient and a pleasure to work with. I highly recommend her services to any professional wanting more peace of mind when it comes to keeping the books in order.”

“Over the years, I have found Heidi’s work ethic to be unparalleled and her integrity and commitment to duty above reproach. Heidi will be an asset to any organization fortunate enough to engage her.”

“Heidi has exceptional talent for complex detail work with figures. She readily grasps the relationships between financial variables and is uncommonly tenacious in tracking down and resolving discrepancies. She has a talent for interacting with our shared clients, winning their regard, affection and confidence.”

“After an initial meeting, Heidi put together an individualized, easy to follow plan that has worked well for us. Her knowledge and skill set allow my husband to focus on what he does best, while she handles the rest with utmost conscientiousness. The services she provides paid for themselves soon after we started working with her. Thank goodness for Heidi!”

“Working with Heidi at Balanced Bookkeeping & Beyond has been one of the best business decisions I have made. She has allowed me to focus on the income-producing areas of my new business.”

“Heidi did a great job getting our small company organized and set up properly on Quickbooks. She periodically reviews our books to make sure we are posting transactions the way we intend to. She is very customer focused and responds quickly to all my inquiries. I consider her a valuable resource for our business. ”

“Heidi has helped me a lot by training me on the new system as well as teaching me the correct ways of bookkeeping and accounting. She is a pleasure to work with and truly a savior. I would recommend her services to anyone who is truly in need. She does wonders!”