About Us

If you’re like most business owners, the thought of a visit with your bookkeeper ranks right up there with a visit to your dentist. The anxiety…. The stress… The unbearably stuffy office!

When I opened Balsam Way Bookkeeping in 2009, I vowed to be a different kind of bookkeeper.

I’m here to ease your frustration, not add to it. I promise to be a calming presence and to always provide honest, genuine advice. Headaches, worry and confusion have no place at Balsam Way Bookkeeping.

But don’t get me wrong – I’m serious about what I do!

“Before I met Sherri-Lee, I was struggling to do my own bookkeeping. Now it’s something that I never have to worry about. Sherri-Lee not only helped me get organized and set up a bookkeeping system, but she did it with a personal touch, which is always appreciated.”

Scott Petersen – Comox Valley Sports & Social Club

Confident. Professional. Reliable.

I’ve got more than 20 years of small business experience. I have a Business Administration Diploma in Accounting, I’m a Diamond Level  QuickBooks ProAdvisor  Certified for Desktop and Advanced Certified for Online versions of QuickBooks, as well, I’m a Certified Professional Bookkeeper through the Institute of Professional Bookkeepers.

I’ve been a business owner and I’ve worked for a local chartered accounting firm. I’ve seen what happens when other bookkeepers fail to deliver the quality of service their customers deserve.

I know how other bookkeepers work, and I’ll do better.

  • I will take the time to explain even the most complex bookkeeping issues – if you don’t understand something that affects your business, my job isn’t done.
  • I’m technology friendly and been working in the ‘cloud’ since 2010 keeping current with new accounting software (apps) such as QBO, and the app eco-system
  • I stay current with changing tax laws and will alert you to changes that may affect your business – both negatively AND positively.

You’ve got better things to do with your time than worry about your bookkeeping. That’s my job – and it’s never a worry.

A visit with your bookkeeper should never feel like a trip to the dentist.  With Balsam Way Bookkeeping, it’s more like a casual coffee with a  friend.

 

Call me at 1.778.427.1122 to discover how I can free up your time, save you money and help you unwind….

lines