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Clarity. Confidence. Tru-Balance

No Judgment. Only Clarity and Solutions.

Tru-Balance Accounting

Strategic Bookkeeping for Small Business Owners & Family Logistics

We help small business owners and family-run operations clean up their books, streamline QuickBooks, and make confident financial decisions so you can focus on what matters most -

growing your business.

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Reach out to me now to learn about my first-time client price offer!

Free Consultation

What We Do Best

Tailored bookkeeping and accounting services for businesses that value clarity, strategy and growth.

Monthly Bookkeeping

We keep your books clean, consistent, and up to date — so you can focus on your business. From reconciliations to expense tracking, we handle the details with care. Payroll, A/R, and A/P available.

Financial Reporting

From income to insights — we organize your numbers into reports that guide smarter decisions.

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Setup & Training

We tailor your QuickBooks setup to match your business flow — then train you to use it with confidence. From the chart of accounts to bank feeds, everything’s clean, customized, and easy to manage.

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Check out our Insights 

Why Tru-Balance Accounting?

More Than a Bookkeeper - Your Strategic Financial Partner

We don’t just reconcile transactions—we build systems that make your business easier to run. Whether you're managing cash flow, juggling multiple roles, or trying to stay ahead of tax season, Tru-Balance gives you the clarity and confidence to make smart financial decisions without the stress.

Clarity Without Judgment
Tailored Bookkeeping for Real-Life Business Flow
Strategic Support That Grows With You
QuickBooks Setup That Makes Sense
Reports That Speak Your Language
Remote Services, Local Heart
Trusted by Niche Businesses & Families
Education That Empowers

Discover how Tru-Balance supports your success.

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Check Out What Our Clients Say

My Irreplaceable Bookkeeper!

It’s actually hard for me to write this review—because telling the world about Kathy’s incredible professionalism, expertise, and bookkeeping genius makes me nervous. If everyone finds out what a gem she is, I’m afraid she’ll get snatched away from me! ...Kathy is the kind of bookkeeper who works tirelessly, without pretense, and with a deep understanding of who I am, what I bring to the table, and her role in helping me succeed. She handles the details so I can dream big and run my companies with confidence. I could not own and operate three businesses without her steady hand and sharp mind. ... Kathy is the most incredible bookkeeper I could have ever hoped to find. ..."

Dennita
Multi-Industry Entrepreneur

Exceptional Bookkeeping!

"Working with Tru-Balance Accounting has been a game-changer for my business. They’ve helped me get complete control over my books and given me true peace of mind, which allows me to focus on what I do best—building homes and delivering an exceptional customer experience for McMahon Custom Homes clients. Their professionalism, accuracy, and attention to detail are unmatched. I highly recommend Tru-Balance to any business owner who wants to feel confident in their financials and free up more time to grow their business."

Joshua

Custom Home Builder

Outstanding QuickBooks Support

"We can’t recommend Kathy Petersen with Tru-Balance Accounting, LLC enough! She has been a huge help in setting up our QuickBooks for our small trucking company. From day one, she’s been patient, professional, and knowledgeable. She walked us through the entire process, explained everything clearly, and ensured our books were organized correctly. Thanks to her guidance, we now have a clear picture of our finances, can properly track expenses, and feel more in control of our business. If you’re looking for someone reliable and experienced with QuickBooks, Kathy Petersen is the one to call!"

Julie

Hauling & Escort Service Company

Glad to find, Miss Kathy 

"I recently decided to go with Tru-Balance Accounting for handling my small business's accounting cleanup, and I couldn't be happier. From the get-go, Kathy demonstrated professionalism and dedication to ensuring my books were cleaned up quickly. She has been readily available to answer the phone or text. She took the time to understand my business. What I appreciate the most is their clear communication – I never feel left in the dark. Tax season has also become significantly less stressful, thanks to their services. She has even sent all my business documents to a tax specialist to complete my tax return. I am very happy with the service she provides."

Eleftherios
Auto Repair

Great to work with...

"Great Company and great to work with! They made quick work of a year's worth of book catch-up! Although they breezed through it, it is not the preferred method, and I am excited that we are set to do this month-to-month and be ready for the end of the year! Highly recommend for any small or large business that needs to take the heavy lift off their hands—excited to see our future with TRUBALANCE!

Keith
Residential Construction

Ready for Financial Clarity?

Let’s chat about how Tru-Balance can simplify your books and strengthen your bottom line.

Get Clarity Today

(804) 931-7454

Email: trubalanceacct@gmail.com

We Know Your World

Construction

Landscaping

Service Entrepreneurs

Agritourism

HVAC & Electrical

Plumbing

Cleaning

Educational Networks

Independent Professionals

Client Based

Multi Generational

Auto Repair Services

Retail Operations

Consultants

Family Owned

Farmers & Breeders

Ready to grow? Let’s get started.

Contact Us
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