Professional Balance, LLC partners with finance leaders, solopreneurs, entrepreneurs, and home business owners to turn financial chaos into clarity—so you can lead and grow with confidence.
Not ready to talk? See where your financial system stands with the free 10-minute assessment →Financial Systems Chaos Specialist · Cleanup & Catch-Up Bookkeeping · Richmond, VA and nationwide
See how we support CFOs and finance teams with cleanup, catch-up, and audit-ready reporting.
See how we work → Business ownersSee how we handle the books day to day, so you can get back to running things.
See our services →Whether you inherited the mess or watched it build over time, the signs are usually the same:
You don’t need more data — you need the truth behind it. If any of this hits home, that’s exactly what we fix.
Professional Balance is led by David J. Schumacher, a Financial Systems Chaos Specialist based in Richmond, VA and a Certified QuickBooks ProAdvisor. He specializes in bookkeeping cleanup and catch-up for finance leaders who’ve inherited a system that doesn’t hold up — reconciling the backlog, rebuilding the chart of accounts, and restoring reporting you can defend to a board or lender.
Clean, reliable data that tells the truth — numbers that actually make sense.
Reporting you can trust, so decisions stop starting with a guess.
Systems that respond predictably and support growth instead of resisting it.
Whether you're a business owner or a finance leader, we'll meet you where your books currently stand.
Months — or years — behind? We reconcile the backlog, rebuild what's broken, and hand you board- and audit-ready financials.
Consistent, accurate recording of all financial transactions — keeping your books current and compliant year-round.
Full management of vendor payments and client invoicing to keep cash flow healthy and predictable.
Clear, actionable financial statements that give you a true picture of your business performance.
Monthly reconciliation of all bank and credit card accounts to catch errors and ensure accuracy.
Accurate payroll recordkeeping and reporting to keep your team paid on time and your records clean.
If your books need catching up before they can support real decisions, one conversation is enough to know whether we’re the right fit. How can we help?
Still on the fence? Start with the free 10-minute assessment →