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Over the past 10 years, Stephanie Roy, a lifelong resident of Berkshire County, has developed a reputation in the community as a trustworthy and efficient professional with considerable and valuable bookkeeping expertise. Stephanie holds a Bachelor’s Degree in Accounting, and has worked as both a Staff Accountant at a local CPA firm and a Controller. In those roles, she excelled professionally, receiving promotions and accolades from her clients and employers. After her daughter Olivia was born in 2014, Stephanie realized she wanted to spend more time with her young family. When she had an opportunity for a career change in 2016, Stephanie opened Live Balanced Bookkeeping, a family-owned business, based out of her home in North Adams, MA. Through Live Balanced Bookkeeping, Stephanie offers bookkeeping services that her clients can depend on, which allows them to focus their time and energy on areas of their business or personal life that they enjoy.

Complete Controller is the perfect marriage of technology and service. We keep you connected to your financial data and tools through our secure platform and handy phone app. Then we provide bookkeeping services to fit your needs and budget. We provide virtual bookkeeping & record keeping services to small businesses, non-profits, family offices, and busy households nationwide. Our services are performed in QuickBooks on a secure cloud platform where your books & records are safe and accessible by the team and your CPA. We can perform all of the day-to-day accounting tasks to working in sync with you to fill in the gaps.

We have been in business since 1999. Best of Bakersfield 2020, and 2022.

We are here to help you with your personal, or small business bookkeeping, taxes and payroll needs.

Our services are nationwide: Bookkeeping, Payroll and Tax Preparation Services. Specializing in: Asset Protection, Entity Structuring, Financial Planning, Risk Management, Tax Mitigation and Wealth Accumulation. Nearly all of our clients go through a comprehensive planning program where every aspect of their financial life is engineered by our team of CPAs, attorneys and planners. This seamless approach ensures that you receive consistent advice that is unbiased, independent and best suited for you. Whether it’s protecting your assets, lowering your borrowing costs, or reducing your income taxes, we work for you. Best of all, your Optimal Plan is fully integrated and coordinated all under one roof. No more endless calls to an array of different CPAs, financial planners, practice consultants, attorneys, and stockbrokers. No more hourly charges for potentially conflicting advice. No more worrying about whether you are getting the best advice that ensures your long-term success.

We are a boutique team of Certified Public Accountants and bookkeepers dedicated to streamlining your financial workflows so you stay on track, informed, and empowered. We support a wide array of industries, including non-profits, retail, construction, property management, trade/service, legal practices, medical offices, restaurants, startups, government consulting, e-commerce, IT, and manufacturing.