Welcome to
The Ledger Lounge
Hey there, friend!
Whether you’re a spreadsheet skeptic or a budget (or a super spender) lover in recovery, you’ve just found your new favorite corner of the internet.
The Ledger Lounge is where we talk real money stuff—without the shame, stress, or sleep-inducing jargon.
You’ll find:
Practical tools and gentle guidance
Budgeting and bookkeeping tips
Encouragement for wherever you’re at (even if it’s “literally just opened my bank app for the first time in weeks”)
At Balanced Books with Delaune, we believe clarity creates calm, and that everyone deserves a soft place to land when it comes to their finances.
So grab your drink of choice, get comfy, and come hang out in The Ledger Lounge.
I’m so glad you’re here.
What to Expect When You Hire a Bookkeeper And How to Get the Most Out of the Relationship
Hiring a bookkeeper doesn’t have to be intimidating. Here’s what to expect, what to have ready, and how to make the most of your new financial sidekick.
Hiring a bookkeeper is one of the smartest moves you can make for your business, but it can also feel a little intimidating if you’ve never done it before.
Maybe you’re wondering:
What exactly does a bookkeeper do?
What do I need to have ready?
Am I supposed to already have it all together?
Spoiler: You’re not.
Let’s break down what to expect, what not to expect, and how to make this partnership work smoothly for everyone involved.
✅ What a Bookkeeper Does
Think of your bookkeeper as your business’s financial organizer, helping you:
Track income and expenses
Reconcile bank accounts
Categorize transactions
Keep books clean and audit-ready
Provide reports like P&L, balance sheets, and cash flow
A good bookkeeper helps you understand where your money is going—and how to use that info to make smart business decisions.
❌ What a Bookkeeper Doesn’t Do (Usually)
Just so we’re clear—your bookkeeper isn’t your:
Tax preparer (though we’ll help you stay organized for tax season)
Financial advisor (we track what is happening, not tell you where to invest)
Magic wand (we can’t “fix it all” if we don’t get the documents we need!)
The best results come from working with your bookkeeper, not expecting them to read your mind or rescue a year of chaos with a week’s notice.
What You’ll Need to Have Ready
Don’t worry, you don’t need perfect books to get started. But here’s what does help:
Access to your bank and credit card statements
Access to your accounting software (if using one)
Any outstanding invoices or bills
Notes on any unusual transactions or personal spending mixed into business
If you’re feeling overwhelmed, it’s okay to say, “I don’t know where to start.” That’s literally what I’m here for.
What to Expect From Me
When you work with Balanced Books with Delaune, you can expect:
A judgment-free zone
Clear communication and timelines
Monthly check-ins so you always know what’s happening behind the scenes
Custom tools that match your style (especially if you’re neurodivergent or juggling a lot)
I’ll never make you feel silly for asking questions or admitting you’re overwhelmed. We work with grace, not guilt.
Pro Tips for Making It a Great Experience
Respond to requests in a timely way, we can’t move forward without your input
Be honest about what's going on in your business (I don’t judge, ever)
Use our tools (trackers, portals, folders) to stay organized
Keep communication open, this is a partnership, not a hand-off
Final Thoughts
Hiring a bookkeeper is an investment in your peace of mind.
We’re not just here to crunch numbers, we’re here to help you feel grounded, informed, and in control of your money.
If you’ve been running your business on vibes and prayer, it’s time for a system that actually supports you.