Hello World!
Hi, I’m Debra — and I’m so glad you’re here.
About Me
Numbers have always been part of my story. I started working in my father’s CPA firm at 18, where I provided bookkeeping for both his clients and the firm itself. Over the years, I gained hands-on experience preparing personal and business tax returns, managing payroll and payroll taxes, filing sales tax returns, generating financial reports, and even guiding clients through software installation and education.
But while I was helping others keep their finances in order, I wasn’t applying those same principles to my own life. For years, I lived paycheck to paycheck, carried debt, and felt the heavy stress it brought into my life and relationships. That experience taught me one of the most important lessons I now share with my clients: financial knowledge only works if you put it into practice.
Today, I’m doing just that—practicing what I preach. I’ve gone back to the basics, rebuilding my own finances with saving, paying off debt, and planning for the future. That journey fuels my passion for helping others do the same.
Through my bookkeeping services, I help business owners stay organized and in control—whether that means catching up on overdue books, cleaning up accounts, managing payroll, preparing for year-end, or setting up the right software to make things run smoothly.
Through my financial services, I focus on education and empowerment. I guide individuals and families in saving money, eliminating debt, building wealth, creating retirement strategies, protecting loved ones, and leaving a legacy for future generations.
Every service I provide is personalized, because no two businesses—or lives—are the same. My mission is simple: to help you find peace of mind with your finances, so you can focus on what truly matters most.
💡 My Approach Is Simple:
- Gather information so you can see your full financial picture.
- Provide education so you understand your options.
- Make recommendations only if they fit your goals and make sense for your life.
I’m not here to sell you anything. I’m here to guide, support, and help you make confident decisions about your future.
👨👩👧👦 Who I Serve:
- Parents: Protect your family, plan for college, and build generational wealth.
- Individuals: Secure your retirement, fund your passions, and leave a legacy—whether for loved ones or causes close to your heart, like animal rescue and protection.
- Businesses:
- ✅ Monthly reconciliation & reporting
- ✅ Payroll setup & management
- ✅ Tax-ready financial organization
- ✅ Custom spreadsheets for inventory, sourcing, and event tracking
- ✅ QuickBooks setup, training, and affiliate access
- ✅ Secure client onboarding with privacy-first policies
You’ll get systems that scale, reports that make sense, and support that’s tailored to your business model.
🛠️ What You’ll Find Here:
- Practical tips to manage and grow your money
- Strategies for creating financial security
- Inspiration for living the life you want—on your own terms
I believe none of us know exactly what tomorrow will bring, but we can plan for great things.
📬 Ready to Start?
If you’re curious about where to begin, connect with me here — I’d love to chat.
Here’s to building a future you’ll love,
Debra
Balanced Profitability Solutions, LLC 
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