Bookkeeping Services in Rhode Island
Balanced Office Solutions is proud to offer unparalleled bookkeeping and CFO services to businesses across Rhode Island.
* Outsourced Bookkeeping & CFO Services
* Business Advisory
* QuickBooks Training & Clean-Up
* Accounts Payable, Payroll Processing, and More
* Streamlined Strategies for Accelerated Growth
Supporting Rhode Island businesses with trusted bookkeeping and CFO services, business advisory, QuickBooks training, and more.
These are just a few of the cities we serve. Our bookkeeping and CFO offerings extend to every community within Rhode Island.
* Providence
* Warwick
* Cranston
* Pawtucket
* Woonsocket
* Cumberland
* Coventry
* Johnston
* Newport
* Westerly
* Lincoln
* Central Falls
* Smithfield
* Bristol
* Portsmouth
Your Business Advisor & Backpocket CFO – All In One
ABOUT
BECKIE NELSON
FOUNDER & QUICKBOOKS QUEEN
Growing and operating a business is f*cking hard. But, we make it easier by providing guidance and support that empowers you to make important business decisions confidently.
With over 25 years of experience in finance and operations for businesses in varying sectors, we’ve pretty much seen it all. In that, we’re not like other bookkeepers, business coaches, or financial advisors. The team at Balanced Office Solutions is well-versed in all the nuances and intertwined facets of business finance and strategy. Our unique perspective proves particularly valuable for entrepreneurs and executives who want a single source of truth, a trusted confidante, and a partner who can go one step further to explain the why.
* Our Mission & Vision
* Our Mission & Vision
Mission: Balanced Office Solutions exists to unleash entrepreneurs from the confusion and complexities of business and finance with both strategic and hands-on support that empowers you to make confident decisions for growth and success.
Vision: We envision helping entrepreneurs to actualize their potential and achieve ambitious goals by eliminating the fear, anxiety, and stress so often associated with finance and growth.
VALUES WE LIVE BY
01
No A$$holes Allowed
We don’t give a sh*t if you’re clueless about the numbers or a human calculator, we only care that you’re not an asshole. We work with good people who understand the value and impact of the work we do and support we provide.
02
Candid Convos
We tell it like it is. No sugar-coating or bullsh*tting – ever. We respect one another and our clients, never judging anyone’s literacy level around the complex world of finance and operations. We believe honest communication is the quickest route to getting sh*t done.
03
Better Everyday
Our biggest competition is our past or present selves. We believe in making incremental improvements every single day. Whether we expand ourselves personally or professionally, we strive to live into a more balanced state of being, always embodying a growth mindset.
04
Making Resources Accessible
We make access to high-quality business advice more accessible. Whether your budget precludes you from hiring internally or you simply prefer to outsource, we’re that capable, trusted resource you can lean on for business strategy and finance support.
Meet The BOS Team *
Meet The BOS Team *
Beckie Nelson
FOUNDER & ADVISOR
With nearly 3 decades of experience in finance and operations, Beckie brings a wealth of knowledge to her business advisory. Her professional experience spans accounting, finance, operations, HR, IT, and beyond, which informs her unique ability to make sense of nuanced concepts that touch upon any or all the above. Beckie’s directness and quick-wit makes her the perfect partner for professionals who mean business. In founding Balanced Office Solutions, her intent is to offer better options for supporting business owners in stepping into their confidence, feeling empowered to make major decisions, and skyrocketing their success.
Alezandra Ortiz
OPS MANAGER
With a degree in both Paralegal Studies and Business Administration, Alezandra started her career as a Corporate Paralegal before transitioning into an Operations Manager and Bookkeeper. Throughout her career, Alezandra has developed a diverse set of skills, including unparalleled customer service and management of various platforms that keep Balanced Office Solutions running smoothly. In her spare time, Alezandra relishes in her role as a mother to a spirited 9-year-old daughter. Together, they love to cook up a storm in the kitchen, nurture their garden, and spend quality time with family and friends.
Brittany Neal
BOOKKEEPER
A seasoned bookkeeper, Brittany has dedicated her career to cleaning up and clarifying books for business owners across various industries. With an acute ability to manage books with precision and mastery, coupled with a down-to-earth attitude, Brittany takes time to translate her know-how to each client, empowering them to better understand the backend and trust her in handling the most important part of their operation. Brittany is happily married to an U.S. Army Veteran with whom she has four wonderful children.
Aleesha San Roman
SENIOR BOOKKEEPER
Aleesha is a well-versed accountant with nearly 20 years of experience working for public and private entities of varying sizes and in diverse industries. It might sound crazy, but Aleesha knew from a young age that she wanted to be an accountant. In that, she began learning accounting as early as high school, before going on to obtain her Bachelors in Account and Masters in Leadership. Aleesha enjoys spending time with her husband, kiddos, and 4 German Shepherds – all of whom keep her very much on her toes! In whatever spare time remains, she likes to experiment in the kitchen and listen to podcasts.