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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. 

Let's Work Together!

I'm Ready!

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.

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!  

See What Our Clients Have to Say

Memberships / Sponsorships / Affiliations

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Tracking Balances

900 Kirby Street, Palatka, Florida 32177

386-530-9234

Copyright © 2025 Tracking Balances - All Rights Reserved.

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