Pilot takes care of your bookkeeping, tax prep, and CFO services from start to finish so you can focus 100% on making your business succeed.

Beyond the Books is a monthly subscription-based accounting program intended to help business owners and entrepreneurs understand their financial health allowing better business decisions. We strive to go beyond the bookkeeping, offering insight into what the numbers are saying and how the financial choices made affect the business. By providing a subscription service, our clients don't have to worry about us charging by the hour for the questions they may have and this allows us the opportunity to partner with our clients to learn and grow with them. We intend to walk with you through your business offering insight into the financial data to watch you reach your business's goals. Our passion is creating and analyzing financial data so our clients can focus on their passion the reason they started the business in the first place.

Susan Snipes is an experienced, certified Global HR and US compliance professional who has provided HR and compliance strategies to companies in a wide variety of industries. She is a published writer who has written expert content for such organizations as SHRM (HR Magazine), PeopleHR, Bonusly and SmartPTO. Susan holds her Masters of Science in HR Management and holds the following certifications: Global Professinal Human Resources (GPHR) Senior Professional Human Resources (SPHR) Certified Payroll Professional (CPP) Certified HIPAA Privacy and Security Expert (CHPSE) Common areas of HR support include: 1099 to W-2 conversions Employment Law Compliance Employee Relations Compensation Design Policy Review and Recommendations Handbooks and SOPs Performance Management Training and Development Payroll Practices ​​

Get Better Bookkeeping works with small business owners (primarily under $5 million/year in revenues) to provide bookkeeping, payroll - via Gusto, accounts payable and accounts receivable management. We also conduct financial review meetings with each client to improve their bottom line profitability.

I’m your dedicated financial expert and mom of four beautiful daughters. With over 25 years of experience as a Certified Public Accountant, I've mastered the art of supporting top-tier online entrepreneurs. My background includes serving as Controller for a multi-million-dollar company and nearly two decades of public accounting, aiding over 200 small business clients with bookkeeping, QuickBooks support, Payroll, tax preparation, and tax planning. Beyond crunching numbers, I have found a new passion: To help small business owners overcome their challenges and reach their goals.

Our team shares a passion for excellence in bookkeeping that is as simple and streamlined as it is accurate and detail-oriented. Balance the Books strives to be “Your Partner for Success”, and maintains a diverse client base specializing in small businesses and nonprofits.

We work with small businesses to bring financial clarity and help reduce taxes. We support owners so they can grow their business and accomplish financial goals.