Balanced Bear Bookkeeping, LLC

Balanced Bear Bookkeeping, LLC Balanced Bear Bookkeeping offers virtual bookkeeping services to small businesses. QuickBooks ProAdvisor and Xero Certified

While we serve many types of businesses, our true zone of genius is helping private practices keep their books HIPAA Compliant. My name is Torie and I am the owner and sole bookkeeper behind Balanced Bear Bookkeeping. While I love helping any small business, I specialize in the allied health professions. I have over a decade of experience in the hospital setting as a radiation therapist and love t

o use that knowledge to help understand my bookkeeping clients. Reduce stress and gain time by choosing someone who serves specifically in your industry to help with your bookkeeping needs.

Q2 ends in two weeks. When's the last time you actually looked at how it's going?Not judging, genuinely asking.Most of u...
06/17/2026

Q2 ends in two weeks. When's the last time you actually looked at how it's going?
Not judging, genuinely asking.

Most of us set goals at the start of the year and then spend the next six months so deep in the work that we never stop to check the scoreboard. Then the year ends and we wonder what happened.

Two weeks is enough time to adjust if something's off. But only if you actually look.
Pull your numbers. Compare them to January's plan. Think about what the rest of the year is going to bring and whether you need to shift anything now.

You built this business. You know what needs attention. Sometimes it just takes someone saying "hey, go check."

So, go check.

What's one thing you're adjusting or finishing strong before June 30th? Share it below.

Business owners: want to take control of your finances and make tax season feel a lot less stressful? Meet the Small Bus...
06/16/2026

Business owners: want to take control of your finances and make tax season feel a lot less stressful? Meet the Small Business Bookkeeping Tracker in Google Sheets.

This tracker gives you one organized place to record income and expenses, see your profit, and keep a clear picture of how your business is doing - without digging through scattered notes or trying to recreate everything at the end of the year.

When your finances are organized, you can save time, make better decisions, stay on top of cash flow, catch deductible expenses more easily, and focus more energy on growing the business instead of chasing numbers.

Get instant access here:
https://balanced-bear-bookkeeping.ck.page/products/business-bookkeeping-tracker

Ever wondered what’s really hiding in your books? Most healthcare business owners just want clarity: without worrying ab...
06/15/2026

Ever wondered what’s really hiding in your books? Most healthcare business owners just want clarity: without worrying about ongoing contracts. That’s where Balanced Bear’s one-time Diagnostic Bookkeeping Review steps in.

Skip the monthly commitment and get straight answers with personalized, actionable reports. Feel the freedom of knowing your finances are truly in order: no more guessing, no more stress.

Empower yourself to make bold moves in your business with a review designed especially for healthcare & allied health professionals. Let’s clear away uncertainty together: and keep your focus on caring for clients. Learn More:
https://diagnostic.balancedbearbookkeeping.com/review-now

Quick question for any business owner who has hired a contractor: did you collect a W9 before you paid them?If the answe...
06/11/2026

Quick question for any business owner who has hired a contractor: did you collect a W9 before you paid them?

If the answer is "I meant to" or "I think so," this one's for you.

A W9 gives you the contractor's legal name, address, and tax ID. You need it to file a 1099 at year end, which is required for any contractor you paid $2000 or more in a calendar year. Most people don't think about it until January. By then you're chasing someone who may have moved, changed their information, or gone quiet entirely. The IRS doesn't give you extra time because a contractor stopped returning emails.

The rule I give every client: W9 before first payment. Not after. Not at tax time. Before.

It takes 30 seconds to request and saves hours of headache down the road.

If you're not sure your contractor records are in order, now is a better time to check than January.

What's a bookkeeping task you wish someone had explained to you sooner? I'm genuinely curious.

#1099

82% of businesses that fail point to cash flow as the reason.Not a bad product. Not a slow economy. The money stopped mo...
06/10/2026

82% of businesses that fail point to cash flow as the reason.

Not a bad product. Not a slow economy. The money stopped moving in a way the business could sustain.

What makes that number hard to sit with is that cash flow problems are almost always visible before they become serious. The warning signs are in the books. The pattern is there. It just takes someone looking at the right things at the right time to catch it early enough to do something about it.

That's what clean, current bookkeeping actually gives you. Not just records for tax season. A real-time picture of where your money stands so you can make actual decisions. When to hire. When to hold. When something is quietly going sideways while you still have time to course correct.

If your books are behind or you genuinely don't know what your cash position looks like right now, that's worth a conversation.

What's one part of your finances you wish you had more visibility into? Drop it in the comments.

Here's a friendly reminder, the 2nd quarter (April 1 – May 31) tax liability deadline is June 15.Be sure to keep a recor...
06/09/2026

Here's a friendly reminder, the 2nd quarter (April 1 – May 31) tax liability deadline is June 15.

Be sure to keep a record of all your estimated tax payments because you will need to enter estimated taxes you have paid when you file your taxes.

The most common HIPAA gap I find in new clients' books has nothing to do with the software they chose.It has to do with ...
06/08/2026

The most common HIPAA gap I find in new clients' books has nothing to do with the software they chose.

It has to do with what their software was allowed to remember.

When a patient pays for an appointment, that transaction moves through at least two or three systems before it lands in the books. A payment processor. A billing platform. An accounting tool. At each step, details travel with it. Names. Dates. Service descriptions. Notes about what the visit was for.

None of that was entered carelessly. The systems were doing exactly what they were built to do. The problem is that what they were built to do and what HIPAA requires are two different things, and most of the time nobody is watching the gap between them.

Third-party integrations make this harder because data moves automatically. A sync happens in the background and PHI ends up somewhere it was never supposed to be. No alert. No flag. Just a quiet accumulation of information that would not look good in an audit.

This is a solvable problem. But it requires someone who knows what to look for and where to look.

That is the work I do at Balanced Bear Bookkeeping. If you are a private practice owner and nobody has ever reviewed your books specifically for PHI exposure, that is a conversation worth having.

What software are you using to manage your books? Drop it in the comments and I will tell you the most common place PHI tends to accumulate in that system.

I'm so thrilled to hear that I'm making a real difference!The goal is to help small business owners have peace of mind b...
06/06/2026

I'm so thrilled to hear that I'm making a real difference!

The goal is to help small business owners have peace of mind by taking the burden of bookkeeping off their shoulders so they can focus on growing their business.

Curious about working with me? Well, you're on the right track!

Take the next step and schedule a call.

Calling all Business Owners!Second Quarter Estimated Taxes Due on June 15th!If applicable, remember to pay your second q...
06/04/2026

Calling all Business Owners!
Second Quarter Estimated Taxes Due on June 15th!

If applicable, remember to pay your second quarter estimated taxes. As a business owner, it is your responsibility to ensure you are paying the IRS as you make business profit.

You can make this estimated tax payment by any of the following methods:
- IRS2Go - You can download this app on your phone and make payments on the go.
- EFTPS.gov - You can create an account online with the IRS and make estimated tax payments here.
- IRS Direct Pay found at this link here; https://www.irs.gov/payments/direct-pay
- Check - You can send an estimated tax payment via check.
If you are unable to pay your taxes in full, you can set up an IRS payment plan.

If you would rather not worry about having to remember about estimated income tax due dates, schedule a free consult here:
https://balancedbearbookkeeping.com/schedule

Address

Bloomsburg, PA
17815

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 12:30pm

Telephone

+15702282224

Website

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