Our Service
Balanced Bookkeeping & Beyond has been helping small business owners organize their finances since 2007.
We provide our customers with reliable, personalized insights and support through in-person meetings, emails, or remote sessions. Like the customers we serve, Balanced Bookkeeping & Beyond is a small business located in south Charlotte, North Carolina.
Specializing in small business, we work with both new and established companies in many different industries including:
Personal service and consulting companies
Professional athletes
Specialized fields such as personal wealth monitoring, multi-state income tracking, and investment detailing
Real estate sales, development & home repair, rental services, and property management
Heidi Triezenberg Morgan
founder and owner
Founder and owner, Heidi Triezenberg Morgan, has been helping businesses and individuals track their financial activity for over 25 years. Prior to starting her own firm, she worked for 16 years in comprehensive financial planning and advisory services for affluent individuals and their companies.
Specializing in personal service micro-entrepreneurs and other small businesses, Heidi loves helping her clients understand their current results and options for increased growth & efficiency. She especially enjoys longstanding partnerships with her clients and helping them develop long-term business growth protocols.
Heidi spends over thirty hours each year in continuing education, learning more about products and services to make her clients’ financial reporting more efficient and more economical.
Professional Designations
Advanced Certified QuickBooks Online ProAdvisor
Advanced Certified QuickBooks ProAdvisor
Certified QuickBooks Online ProAdvisor
Certified QuickBooks ProAdvisor