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Grapevine
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our
mission

Our Mission Statement

We create personal and trusting relationships, through collaboration, that prioritize our clients vision and goals. 

We believe any business, big or small, should feel empowered by their finances -- not confused by them! 

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Our Services

General Bookkeeping

Our bookkeeping packages can include quarterly or monthly bookkeeping and reporting. This includes all categorization and reconciliations of accounts. 

Full Charge Bookkeeping

Beyond the general bookkeeping, we can also tackle A/P and A/R, and payroll for your business. This package can also include compliance reporting and a more in depth monthly financial report and analysis.  

Cleanup Services

One time book cleanup, this will include a broad scope of recategorizing and moving figures as needed. We will make sure that your books are clean and accurate moving forward. 

About us

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Hello, I'm Megan! Beyond my role in business, I am married to my best friend and mother to our three beautiful daughters. With an occupational background in program management and a Master's degree in business, entrepreneurship came natural to me. Our family moved to the Yakima Valley in 2019 and it quickly became home. My experience ranges from cannabis accounting to real estate and everything in between. My favorite part of co-owning Balanced Financial Consulting is the amazing relationships we have made with other industry leaders along the way. We have clients from all backgrounds nation-wide and the ability to make them feel excited about their finances is the greatest reward. I look forward to hearing from you and seeing how we can help you reach your business goals!

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Hi! I'm Shayna, I'm a devoted mother and wife. An accountant by day and family taproom co-owner by night. I grew up in the Yakima Valley and am blessed to call this lush place my home. My professional experience ranges from government accounting to beer/wine industry controller. I thoroughly enjoy exploring the intricacies of different businesses and their interworking's. I am eager to help other business with the knowledge that I have gained throughout my career. 

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Super helpful, knowledgeable and friendly! I’m so glad I found Megan and Shayna to help with my small business bookkeeping!!

Kelly Lorton

Contact Us

Contact us to let us know what your business needs are! We pride ourselves on our flexibility and desire to help your business grow and flourish. 

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5110 Tieton Dr #253, Yakima, WA 98908

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Balanced Financial Consulting LLC

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