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About Us

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.

Where it all started

2022

In 2022, I quit my job in corporate finance and created Tracking Balances. What I didn't realize was how life changing it would be. 

By December of 2022, I created an insured bookkeeping business with two full scale bookkeeping clients. Whoop Whoop! 


2023

In June of 2023, Sierra joined Tracking Balances as an Administrative Assistant. Sierra very quickly became an amazing asset to the team. 

In November 2023, the Tracking Balances office was opened in downtown Palatka.  SUPER EXCITING!! 

By the end of 2023, we serviced a total of 23 bookkeeping clients! God is so good! 

2024

In October 2024, Tracking Balances became a member of the Putnam County Chamber of Commerce. 

By the end of 2024, we have serviced a total of 28 bookkeeping clients, holding 12 full scale contracted bookkeeping clients, and grew to a team of 4 employees. SO VERY BLESSED! 

2025

So very excited to see what God has in store next for us... 

Let's Work Together!

I'm Ready!

Frequently Asked Questions

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

When to hire help is one of the most common questions we get asked! Most businesses focus on hiring tasks out that will help generate more revenue for the business but that isn't always the best place to focus on getting help. If any of these statements resonate with you, it's likely time to hire some help:

  • Your books are never up to date
  • Tax time is extremely stressful
  • You constantly miss out on big tax deductions
  • Your cash flow is unpredictable
  • You have no idea how much to pay in estimated taxes
  • Sales have increased but your profits haven’t 
  • You have no clear financial picture
  • You aren't paying yourself

Bookkeeping is more than taxes. Yes, bookkeeping is a necessary piece of the tax puzzle. And yes, bookkeeping allows you to maximize your write-offs and lower your tax bill. But, bookkeeping is so much more than that! To name a few (aside from the obvious tax benefits), bookkeeping: 

  • provides you with a clear view of your finances
  • lets you focus your business strategy and plan for the future
  • helps you save AND generate more money
  • protects you in an audit
  • helps you obtain a loan
  • catches errors and fraud
  • makes your life as a business owner so much easier
  • AND SO MUCH MORE!

We love messy books! No, really, they might just be our favorite! Deep diving into messy books is why we do what we do. When we see unorganized books, we see a challenge. It's like a puzzle to us, and we want to help you put together the pieces of your business! 

No, we do not handle taxes for you. But we're happy to refer you to some of our favorite tax preparers!  

Reviews That Speak for Themselves

Copyright © 2025 Tracking Balances - All Rights Reserved.

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