We keep your books, You keep your peace.

Explore what we offer

🌿 The Basics

$250/month

Perfect for startups or side hustles. We’ll handle monthly transaction categorization and one bank or credit card reconciliation. Keeping your books organized from the start.

  • Up to 50 transactions/month

  • 1 account reconciliation

  • Monthly reports

📘 Balanced Books

$400/month

For steady businesses needing consistent, accurate bookkeeping. We’ll manage multiple accounts, reconcile balances, and keep your reports clean and ready for review.

  • Up to 150 transactions/month

  • Up to 3 account reconciliations

  • Chart of accounts review

  • Monthly financial reports

📂 Growth Keeper

$600/month

For growing businesses with more volume and complexity. We’ll handle a higher number of transactions and accounts, and help clean up inconsistencies month to month.

  • Up to 300 transactions/month

  • Up to 5 account reconciliations

  • Monthly categorization & cleanup

  • Organized financial reports

🧹 Catch-Up & Cleanup (One-Time Service)

$750+

Fell behind? We’ll bring your books current and clean up messy records so you can move forward confidently.

  • Historical transaction categorization

  • Past account reconciliations

  • Review of financial reports

  • Ready for CPA or lender handoff

(Final pricing depends on months and condition of records)

Who we are

At Peace and Balanced Books, we believe bookkeeping should feel less like a burden and more like a breath of fresh air. Our mission is simple: to bring clarity, balance, and peace of mind to your finances so you can focus on what truly matters, growing your business and living your life.
We specialize in working with small businesses and nonprofits, offering personalized bookkeeping services built on trust, transparency, and genuine partnership. Whether you're just starting out or scaling up, we're here to keep your books steady, accurate, and stress-free because peace and balance start with knowing and trusting your numbers.

Meet the Team

Idalis Watts-Ortiz Sportsman

Owner/Full-charge Bookkeeper

I’m a dedicated bookkeeper with over 7 years of experience supporting small businesses, nonprofits, farms, and schools. I hold a Master’s degree in Accountancy and bring a thoughtful, detail-driven approach to every client I work with.

As a mom, I understand the importance of balance, both in life and in business. That perspective shapes how I serve others: with patience, flexibility, and a strong commitment to keeping your financials stress-free and organized.

I’m especially passionate about helping organizations grow from the ground up, supporting their ideas with solid bookkeeping, structured documentation, and insights based on research and real-world analysis.

(518) 953-6965

info@peaceandbalancedbooks.com

Contact Us

Want to connect? Just share a few details, and we'll be in touch soon. We're excited to connect with you!