Our Values

Integrity in Every Transaction

We believe honesty is the cornerstone of good stewardship. Every financial record we handle is managed with transparency, accuracy, and accountability.

Service with a Christ-Like Heart

We strive to serve our clients with humility, kindness, and excellence—putting others’ needs first and treating every business as if it were our own.

Faith-Guided Stewardship

Our work is an act of worship. We aim to honor God through faithful stewardship of the resources entrusted to us, helping our clients make wise, ethical financial decisions.

Excellence in All We Do

We pursue excellence, not perfection—offering reliable, detail-oriented bookkeeping that gives our clients peace of mind and confidence in their financial future.

Confidentiality and Trust

We understand the importance of privacy in financial matters. You can trust that your information is handled with the utmost care and respect.

Building Relationships, Not Just Balances

We value people over numbers. Our goal is to build lasting relationships rooted in trust, communication, and genuine care for each client’s success.

Continuous Growth and Learning

We are committed to continual improvement—staying current with accounting standards and technology to better serve our clients with skill and integrity.

Our Team

Courtney Bass, Chief Executive Officer

Hi, I’m Courtney Bass—owner and founder of Tracking Balances LLC.
In 2022, I felt God leading me to step away from my corporate finance career and into something that aligned with my values and purpose. What began as a leap of faith quickly became one of the most life-changing decisions of my life. Today, I’m beyond grateful to serve business owners through bookkeeping, financial clarity, and peace of mind.

At the heart of my work is a simple “why”: I love helping people succeed. I believe entrepreneurs deserve freedom—the freedom to focus on what truly matters without feeling weighed down by the numbers. When their books are organized and stress is lighter, their businesses (and lives) thrive.

Every client I work with is more than just a business—they’re a story, a dream, and a purpose in motion. I feel blessed each day to play even a small role in their growth. Flexibility, clarity, and balance aren’t just goals—they’re what help businesses move from surviving to thriving.

I couldn’t do this without the support of my family, friends, and clients who have trusted me along the way. And above all, I thank God for His faithfulness and for giving me the opportunity to serve others through the gifts He’s placed in me. 🤍

When I’m not working, you’ll find me enjoying life with my family, hunting, fishing, or traveling.

Sierra Long, Executive Assistant

Bio coming soon

Roy Collins, Bookkeeping Assistant

Bio coming soon.

Tracking Balances: Your Trusted Financial Partner

At Tracking Balances, we believe that our clients' success is our success. That's why we go above and beyond to provide the highest quality accounting services that help our clients achieve their financial goals. Our team of experienced professionals is committed to delivering accurate, reliable, and timely financial information that helps our clients make informed decisions and stay ahead of the competition. Whether you need help with tax preparation, bookkeeping, payroll, or financial planning, we have the expertise and experience to meet your needs. Contact us today to learn how we can help you succeed.

Frequently Asked Questions

Please reach us at info@trackingbalances.com if you cannot find an answer to your question.

What does a bookkeeper actually do?

A bookkeeper records, organizes, and maintains your financial transactions. This includes reconciling accounts, tracking income and expenses, managing invoices and bills, preparing reports, and ensuring your books remain accurate and up to date.

Why should I hire a bookkeeper instead of doing it myself?

Hiring a bookkeeper saves you time, reduces stress, and prevents costly errors. You get clean books, accurate reporting, and peace of mind — so you can focus on running your business rather than trying to keep up with the paperwork.

How often should be books be updated?

Your books should be updated at least monthly. Many businesses benefit from weekly updates, especially if you process frequent transactions. Consistent bookkeeping keeps your financial picture clear and prevents year-end overwhelm.

Can you help if my books are behind or messy?

Absolutely. Cleanup and catch-up work is one of our core services. Whether you’re a few months behind or several years, we can organize, correct, and restore your books to a clean, accurate state.

Do I still need an accountant if I hire a bookkeeper?

Yes — bookkeepers and accountants serve different purposes. A bookkeeper manages your day-to-day financial records, while an accountant typically handles taxes, high-level financial planning, and compliance. Both work hand-in-hand to support your business.

What types of businesses do you work with?

We serve a wide range of businesses, including construction, trades, home services, landscaping, retail, manufacturing, real estate, nonprofits, and more. If you run a business — we can support you.

How will I receive reports?

We provide easy-to-understand financial reports on a monthly basis (or more frequently if preferred). Our goal is to ensure you always know exactly where your business stands without feeling overwhelmed by the numbers.

Are my financial records kept confidential?

Yes. Your privacy is a top priority. All financial information is handled with strict confidentiality and secure practices, ensuring your data is protected at all times.

What software do you use?

We primarily use QuickBooks Online but can work with other platforms depending on your needs. We help clients choose the right system and provide setup or cleanup as needed.

How do I get started?

It starts with a simple consultation to understand your business, your needs, and your goals. From there, we customize a bookkeeping plan and begin bringing clarity and organization to your financials.

Do you offer payroll services?

Yes — we provide full payroll management, including wage calculations, tax filings, and employee record maintenance, ensuring accuracy and compliance every pay period.

Do you offer tax filing services?

No — we do not file taxes directly. However, we partner with trusted, reputable tax professionals and are happy to connect you with a preparer who fits your needs. We ensure your books are accurate, organized, and fully ready for tax season, making the filing process smooth and stress-free for both you and your tax preparer.