Beckie Nelson

Episode 103: Beckie Nelson

EP 103 with Beckie Nelson from October 17, 2024

Beckie Nelson is the founder of Balanced Office Solutions – a bookkeeping and business advisory firm that exists to unleash entrepreneurs from the confusion and complexities of business and finance. Offering both strategic and hands-on support that empowers executives to make confident decisions for growth and success, BOS is a backpocket CFO and trusted business advisor, in one. With nearly 3 decades of experience working in finance and operations across various industries, Beckie isn’t like other bookkeepers, business coaches, or consultants. She aims to help entrepreneurs to actualize their potential and achieve ambitious goals by eliminating the fear, anxiety, and stress so often associated with finances and growth. Her approach is down-to-earth and direct, creating a container of non-judgment for fellow numbers nerds or numbers averts alike.

During this episode, we discuss:

  • What Balanced Office Solutions offers
  • How Beckie started her business
  • Ways that Beckie can scale with her clients as they grow
  • The benefits of hiring a bookkeeper
  • What to look for when picking an accounting software
  • How to know which bank is right for your business

And more. Tune into this episode as we dive into all things bookkeeping and money!

Access the full transcript here.

Watch the episode on YouTube here.

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