About us
Balance Up Accounting was founded with the belief that business owners deserve more than just numbers on a page—they deserve clarity, confidence, and a true partner in their financial journey. Our inspiration came from seeing so many entrepreneurs weighed down by the stress of disorganized books, confusing reports, and missed opportunities to grow. What began as a passion for problem-solving and a love of organization quickly grew into a mission: to bring transparency, structure, and insight into business finances. We thrive on helping owners transform financial chaos into clear strategies that support smarter decisions, long-term stability, and profitability. At Balance Up, our passion lies in empowering business owners. Every cleanup, report, and meeting is rooted in the desire to give you peace of mind and the freedom to focus on what you do best—running and growing your business.
Experience the balance up accounting difference
What sets Balance Up Accounting apart from other firms in Nashville is our depth of experience, our trusted team, and our family-first approach. With over 15 years of hands-on accounting expertise across a wide range of industries, we bring both technical knowledge and real-world insight to every client relationship. We are a family-owned firm built on trust, integrity, and accountability. Unlike larger firms that rely on volume, we are intentional about who joins our team—we only hire people we know personally and trust completely. This ensures that every client receives consistent, reliable, and highly professional service. Our team is also fluent in a wide range of accounting software and CRM integrations, allowing us to adapt seamlessly to your existing systems while improving efficiency. By combining deep experience, diverse skill sets, and a trusted family-driven culture, we provide a level of care and precision you won’t find anywhere else.
Our core values
At Balance Up Accounting, our core values guide every interaction, decision, and client relationship. They are the foundation of how we do business and the reason our clients trust us to keep their finances balanced.
Integrity – We believe in complete honesty and transparency, ensuring every number is accurate and every client feels confident in the work we provide.
Trust – As a family-owned firm, we value relationships built on reliability. Our clients know they can count on us to deliver consistently and with care.
Excellence – With 15 years of experience across diverse industries, we hold ourselves to the highest standards, always striving to exceed expectations.
Collaboration – We see ourselves as partners, not just accountants. Open communication, regular check-ins, and shared goals ensure we’re always working in sync with our clients.
Innovation – We embrace technology by working with all major accounting software and CRM integrations to streamline processes and provide clients with efficient, modern solutions.
Commitment – We are dedicated to helping business owners succeed. Whether through cleanups, reporting, or strategy, we work tirelessly to provide clarity and peace of mind.
Client aspirations
At Balance Up Accounting, our goal is for every client to feel supported, confident, and in control of their finances. We want business owners to experience peace of mind knowing their books are accurate, their taxes are handled, and their payroll is seamless.
More than just bookkeeping, we aspire to give clients clarity through organized records, confidence through accurate reporting and open communication, and growth by helping them uncover savings and opportunities to reinvest in their business.
When you work with us, our hope is that you gain not only balanced financials, but also the freedom to focus on your vision—knowing you have a trusted partner by your side every step of the way.