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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

 

Hi, I’m Sierra — Executive Assistant at Tracking Balances LLC.

I joined this team after feeling God open a door that allowed me to use my gifts in a way that supports both people and purpose. I’ve always had a heart for organization, clarity, and helping others feel at ease, and this role has become a place where those strengths can truly serve.

Each day, I’m grateful for the opportunity to support our clients and our team with excellence, compassion, and intention. Whether I’m managing workflows, or helping keep things running smoothly behind the scenes, my goal is simple: to create space for others to thrive in what they’re called to do.

I believe every business owner deserves peace, balance, and someone in their corner — and I’m honored to play a small part in that. Outside of work, you’ll find me creating handcrafted botanical products, spending time with my family, or enjoying the quiet beauty of home life here in Florida.

Roy Collins, Bookkeeping Support Specialist

Bio coming soon. 

Emily O'neal, Bookkeeping Support Specialist

 

Hi, my name is Emily, and I am a Bookkeeping Specialist at Tracking Balances. I help businesses stay organized and strive to make sure your numbers are accurate, clear, and stress-free.

God has led me to this role and continues to give me strength and purpose in my work each day. I am committed to excellence in all I do, providing reliable, detail-oriented bookkeeping that gives clients peace of mind and confidence in their financial future.

I value confidentiality and trust, and I understand the importance of handling financial information with care and respect. Above all, I believe in building relationships—not just balancing numbers—by offering genuine care, communication, and support for each client’s success.

I am also committed to continuous growth and learning, staying current with best practices and tools to better serve my clients with skill and integrity.

When I’m not working, you can find me enjoying time on the boat in the sun with my family. I especially love spending time with my baby boy, who is such a special blessing in my life.

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.

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Tracking Balances

900 Kirby Street, Palatka, Florida 32177

386-530-9234

Copyright © 2026 Tracking Balances - All Rights Reserved.

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