Balance Financial

Balance Financial Balance Financial’s passion is helping small businesses understand their finances and creating sol

Bookkeeping doesn't have to feel confusing or intimidating. My bookkeeping course is designed to help business owners un...
09/02/2026

Bookkeeping doesn't have to feel confusing or intimidating. My bookkeeping course is designed to help business owners understand the basics, learn the language of their numbers and feel more confident managing their finances.

When things finally start to click, your books become something you can use, not something you avoid! Learn more and sign up: https://bit.ly/4uaM7Aa

09/02/2026

💰 Fear doesn’t live in confidence. It lives in the numbers you’re afraid to look at.

In honor of ten years of Balance Financial , Joselyn Martinez is sharing the ten numbers every woman business owner should know: the ones that bridge the gap between guessing and knowing, and between the business you’re afraid to look at and the one you dreamed of building.

👉 Read the blog post here. https://massachusettsbusinessnetwork.com/10-years-10-numbers-every-woman-business-owner-should-know/

Bookkeeping Made Confident has been open for enrollment for two weeks now 💚 Here's a reminder of what's included: 📅 Firs...
09/01/2026

Bookkeeping Made Confident has been open for enrollment for two weeks now 💚

Here's a reminder of what's included:

📅 First live session: September 23, 2026
👥 Only 8–10 seats — kept small on purpose
💻 Live on Zoom, every other Wednesday, 10:30–12:00pm ET
📹 Can't make a session live? Every session is recorded.

Seats are going, and the Founding Cohort rate for this first round won't be offered again once we move to regular quarterly pricing.

Link in comments if you're ready to grab your seat. 💚

Tip: Look at your numbers like a CEO, not just an owner paying bills.Your finances are not only there to tell you what...
08/31/2026

Tip: Look at your numbers like a CEO, not just an owner paying bills.

Your finances are not only there to tell you what is due; they can show you what is working, what needs attention and where your business has room to grow. Set aside time to review your income, expenses and profit with your future goals in mind. Need some help crunching numbers? I'm here to help: https://bit.ly/4uSLhcE

Foundational CFO Support gives growing business owners the financial structure and Fractional CFO guidance they need to ...
08/28/2026

Foundational CFO Support gives growing business owners the financial structure and Fractional CFO guidance they need to feel more confident in their numbers.

This service is designed to help you see where your money is going, trust your numbers and make decisions with more clarity. If your business is ready for its next phase of growth, this might be what you need to move the needle: https://bit.ly/4fmTuko

This November, Balance Financial Solutions turns 10 years old.And I’m not letting this moment pass quietly.Over the next...
08/28/2026

This November, Balance Financial Solutions turns 10 years old.

And I’m not letting this moment pass quietly.

Over the next few months, I’m sharing the full story — where this started, what it cost, what it gave, who it was built for, and where it’s going.

The theme of this chapter is something I’ve carried from the very beginning:

From Beginning to Legacy.

Because I believe that where you start doesn’t determine where you end up. I believed that as a Puerto Rican woman entering a financial services world that wasn’t built for me. I believed it in the early days when the path wasn’t clear. And I believe it now — ten years in — looking at everything that’s been built and knowing there’s so much more to come.

Your beginning is not your boundary.

Mine wasn’t either.

Stay with me. This is going to be a beautiful chapter. 🤍

Here's exactly what we'll cover over our six sessions together in Bookkeeping Made Confident: 1️⃣ Reading your P&L and ...
08/27/2026

Here's exactly what we'll cover over our six sessions together in Bookkeeping Made Confident:

1️⃣ Reading your P&L and balance sheet with confidence
2️⃣ Paying yourself with confidence
3️⃣ Tax write-offs & deductions, demystified
4️⃣ Cash flow & pricing for profit
5️⃣ Building a bookkeeping system that sticks
6️⃣ Getting tax-ready and knowing what's next

Every session pairs a live lesson with real working time on YOUR numbers. You don't just learn it — you leave having done it.

Sound like what you need? Comment “ME” and I'll send you the details.

08/26/2026

Your business dreams deserve more than hope. They need data.

During my chat with Liz Theresa on “Liz on Biz,” I’m talking about why understanding your numbers is such an important part of turning your goals into real, strategic action. Listen to the full episode wherever you get your podcasts. https://bit.ly/44oEJ9Q

My services are designed to help women business owners feel more organized, informed and supported in their finances. Th...
08/24/2026

My services are designed to help women business owners feel more organized, informed and supported in their finances. Through bookkeeping, Fractional CFO support and my bookkeeping course, I help you understand your numbers, improve financial structure and make stronger decisions for your business.

Because the right financial support can help you build with more clarity, confidence and purpose. Let me know how I can help you: https://bit.ly/4uSLhcE

I’m so excited to share this with you 💚I’m the Chapter Leader for our brand new WBL Lawrence, MA chapter, and I would lo...
08/21/2026

I’m so excited to share this with you 💚

I’m the Chapter Leader for our brand new WBL Lawrence, MA chapter, and I would love for you to be part of our very first Visitor’s Day.

If you’re a woman business owner who’s ever felt like you were building alone… I see you, because I’ve been there too. That’s exactly why community like this matters so much to me. WBL is about real relationships — women showing up for each other, sharing wins and struggles, and opening doors for one another because we know that’s how we all rise.

Spots are limited, so I’d love for you to register and save your seat!

🔗 Register here: https://www.eventbrite.com/e/lawrence-ma-wbl-visitor-day-tickets-1998429530522

Are you free that morning? I’d love to personally welcome you.

Address

P. O. Box 2293
Methuen, MA
01844

Telephone

+18889477021

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