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About Us

Courtney Long, Chief Executive Officer

My name is Courtney Long and I am the CEO of Tracking Balances. 


Life becomes absolutely incredible when you're able to prioritize your work/life balance. A healthier work/life balance can allow you to be more productive. That’s one thing my business allows not only myself, but my clients to do as well. We allow our clients the flexibility of their time, which can be better invested in their business, or their personal lives. 

We have a very short life, why spend it feeling like we have to do everything ourselves? 

My strive to help others is my biggest motivator. I created my business because I love seeing businesses grow. I couldn’t be more blessed to have the opportunities that I have had to help our business community do just that. More flexibility with time and money while ensuring financials are taken care of properly gives my clients the extra leg up they need to help their business succeed. I couldn’t be more thankful to be apart of that. 


In my free time, I enjoy spending time with my family. My hobbies include fishing, hunting and traveling. 

Sierra Long, Executive 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 © 2024 Tracking Balances - All Rights Reserved.

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