You LOVE the business you started, but don’t love the numbers side (like most people!)

We can help you have a better understanding of what your numbers are telling you about your business so that you can be confident that your business will not only survive but THRIVE!

At Balance CFO, we help business owners win by . . .


Giving you the tools you need to understand and interpret your business financial statements


Projecting financial results and analyzing different scenarios such as pricing structure or business model changes


Setting you on a course for financial success through the implementation of new processes and a renewed excitement about your business!

About Me

Hey Ya’ll – I’m Jamie.  I’m fired up about helping small business owners overcome the overwhelm and anxiety of business finances. I serve as a Virtual CFO helping small businesses plan for and maximize their profit, and a financial literacy coach and speaker focused on helping entrepreneurs feel more confident about the numbers side of their businesses. I live just outside of Nashville in Franklin, TN and have a 5 year old son (Miles) and a 2 year old daughter (Norah) who are my world and keep me quite busy in my spare time!

Affordable and Easy Tech for Online Entrepreneurs

For Beginner Course Creators and Youtubers When I first started making videos for online courses and Youtube, I was overwhelmed by the tech. I looked for articles to help simplify it. All I found were super-techy reviews of equipment that looked overly complicated and...

Stimulus FAQs – Business Owners & Self-Employed

What programs are you eligible for under the new Stimulus? How do you apply? See below for a list of FAQs specifically tailored to small business owners and the self-employed. For a glossary of terms related to the Stimulus Bill - see HERE. Last updated May 28, 2020...

Stimulus Glossary of Terms

This stimulus glossary was created to help you navigate all the language being tossed around. Demystifying the Coronavirus Stimulus Relief Terminology - what the heck does all of this mean anyway? Many Americans are pulling their hair out right now trying to...

Coronavirus SBA Loans – Explained

The table below compares the terms of the EIDL 7(b) and PPP 7(a) SBA loans: EIDL (Economic Injury Disaster Loan)PPP (Paycheck Protection Program)How Do you Apply?Directly from the SBA website See streamlined application hereParticipating Banking Institutions. Check...

Decoding Coronavirus Federal Relief Efforts

The following is a list of the current federal regulatory and relief efforts that have been passed by the federal government to aide families and businesses during the Covid-19 crisis.  This list is continuing to evolve and will be updated as further measures are...

Side Hustlers – Beware the Hobby Loss Rule!

According to Forbes Magazine, 57 million workers are part of the “gig economy.”
Side hustles are becoming more and more commonplace, especially among women, as we try to balance work and home life.