Who We Are

Approachable Accounting & Finance Solutions

Offering so much more than your typical accountant

Believe it or not, you do not have to handle all of the stressful accounting solutions on your own. In fact, you don’t even have to hire a big full-time team!

 

We offer hands-on daily management of your finances so you always know where your business stands. This higher level of service means less stress for you. Rest assured that everything from your basic bookkeeping to your financial statements and forecasting will be accurate and compliant. Additionally, our experience in the construction world gives us first-hand knowledge and experience with the industry’s nuances.

 

Choose us as your accounting provider to make growing your business that much easier. No more procrastination or panicking over messy books. Enjoy a clear path to becoming more profitable and doing more of what you love.

My dream began forming over a decade ago while working in corporate accounting. 

 

My vision: To provide excellent, accurate accounting and finance solutions to a range of businesses.

 

Whether they need an experienced bookkeeper or corporate controller on a part-time basis or improved financial systems, efficiency, and confidence in their books—I wanted to help business owners reach the next level.

 

Accurate financial records are vital to the growth and stability of your business. Without a skilled accountant to give you sufficient insight and data, your company could be at significant risk. Unfortunately, many business owners only realize this when it’s too late. Many entrepreneurs are also intimidated by accounting and finance responsibilities, which can be time-consuming and confusing.

 

Tired of watching businesses muddle through, I decided the best way I could serve clients is to take accounting and finance off their plate. I returned to college to obtain both my bachelor’s and master’s degrees in accounting while simultaneously working full-time for several large, well-known firms in the construction industry.

 

I finally brought my dream to fruition in January 2020 when I founded Check & Balance Business Solutions. My 22 years of diverse experience in the construction, wholesale distribution, and service industries combined with my education have provided me with detailed knowledge of the accounting and operations process and how each plays a role in affecting bottom-line results.

Today, my mission is to help businesses continue to be profitable and remain compliant while allowing owners to focus on growing and doting on their passions.

Donna Sovie
Owner & CEO

Check and Balance Business Solutions business values

Our Values

Authenticity

We will never sugarcoat the facts. Honesty is the only thing that will take your business to new heights, even when it’s tough to hear. The good news is that once we show you what needs to be fixed, we will use the data to make positive changes. You won’t have to worry for long because we’ll set you up for future success.

Trust

It’s likely the first thing we all look for in an accountant. You can trust Check & Balance thanks to our many years of experience and knowledge. Plus, we are always working toward professional growth so we can provide clients with highly efficient, always-compliant systems. And since it’s a two-way street, we trust our clients to be open and honest with us in order to deliver the best possible accounting solutions.

Integrity

We always operate with our client’s best interests in mind. You will never be pressured into services, systems, or options that do not feel right or fit your company and goals. This is why we offer such a variety of services: You enjoy flexibility and customization at a price and capacity that works for you.

Are you ready for a new approach to your accounting and finances?