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.

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

A date. A zip code. A service code buried in a memo field.None of those look like patient information at first glance. B...
06/03/2026

A date. A zip code. A service code buried in a memo field.

None of those look like patient information at first glance. But under HIPAA, all three can qualify as Protected Health Information depending on how they appear in your records.

There are 18 identifiers that federal law considers PHI. Patient names are just one of them. The others are quieter, which is exactly why they get missed.

I work with private practice owners on their books, and the PHI I find most often are not in the obvious places. They are in the details that got carried over from a billing system, or auto-populated by software that was not designed with compliance in mind.

AI tools scan for patterns. They catch names reasonably well. What they do not catch is context. They do not know that a zip code combined with a treatment date in a rural area narrows down to one person. That kind of judgment takes a human who understands both bookkeeping and the compliance environment your practice operates inside.

If you have ever wondered whether your financial records are actually clean from a HIPAA standpoint, that question is worth answering before a breach answers it for you.

Stay in the loop and subscribe to my newsletter that provides valuable tips, updates, resources, and insights about busi...
06/02/2026

Stay in the loop and subscribe to my newsletter that provides valuable tips, updates, resources, and insights about business, bookkeeping, taxes, and much more!

Subscribe today with the link below or send us a DM with your email.
https://balancedbearbookkeeping.com/home/newsletteropt/

We are officially halfway through the year. How are you feeling about it?I've been having a lot of conversations with bu...
06/01/2026

We are officially halfway through the year. How are you feeling about it?

I've been having a lot of conversations with business owners lately and I'm noticing a pattern. When things feel hard or stagnant, the instinct is to start over. New offer. New system. New strategy.

But honestly? Most of the time the answer is already there. You just have to look at what's quietly been working and ask yourself why you're not doing more of it.

I pull mid-year numbers with my clients every June. And without fail, there are always two or three things that have been producing consistent results that just haven't gotten enough attention.

The second half of the year is a lot less stressful when you stop trying to reinvent things and start doubling down on what's already proven.

What's one thing that has worked really well for your business this year? I'd genuinely love to hear it.

What's something in your business you've been putting off for longer than you'd like to admit?For a lot of people I talk...
05/30/2026

What's something in your business you've been putting off for longer than you'd like to admit?

For a lot of people I talk to, it's their finances. Not because they don't care. But because looking at it feels like opening a door they're not sure they're ready to walk through.

The problem with waiting is that it doesn't make things easier. The longer the books go unattended, the bigger the catch-up gets. And the bigger it gets, the easier it is to keep pushing it off another month.

There's a phrase that keeps coming up for me lately: whatever you're not changing, you're choosing.

Not meant to be harsh. Just honest.

If bookkeeping is the thing sitting on your list, send me a message. We can have a real conversation about what it would actually take to get it off your plate, without the sales pitch.

What's one thing you're ready to stop avoiding this year?

If you've ever ended a workday wondering where the time actually went, try this one thing this week.Write down everythin...
05/29/2026

If you've ever ended a workday wondering where the time actually went, try this one thing this week.

Write down everything you do. Not your to-do list. What you actually did. Just for a week.

It's called a time audit. It sounds boring. What it shows you is not.

Most service-based business owners I work with find they're spending 5 to 10 hours a week on tasks that don't require their specific expertise. Admin. Chasing invoices. Logging expenses. Things that pull time away from clients and from actually growing the business.

Once you see it on paper, the question changes. It stops being "why am I always behind?" and starts being "what can I actually hand off?"

If finances are one of those things eating your time, that's exactly what I help with. Not just keeping the books, but taking that whole category off your plate so your focus can go toward the part of your business that actually needs you.

What's one task you'd love to stop doing? Genuinely curious.

Hiring a bookkeeper might be one of the best decisions you will make for the financial success of your business.The fina...
05/27/2026

Hiring a bookkeeper might be one of the best decisions you will make for the financial success of your business.

The financial CLARITY it brings alone is worth its weight in gold!

Our promise is to keep you informed with timely and accurate reports by creating a process for consistent financial management so you will know where your money is going and how to manage it.

Want to see what you’re missing out on? Let's chat!

A potential client asked me recently if she could just use ChatGPT to handle her books. The answer was not what she expe...
05/26/2026

A potential client asked me recently if she could just use ChatGPT to handle her books. The answer was not what she expected.

For most businesses, using AI for basic bookkeeping tasks can make sense. For private practice owners, there is a layer that most people skip right over: your financial records already contain Protected Health Information.

Patient names. Billing codes. The dates someone came in for a session or an adjustment. That information lives inside your invoices and payment records, and HIPAA applies to it whether you think of it as financial data or not.

Most AI tools were not designed with that in mind. Plugging your books into a general-purpose tool without understanding what is in them is not just risky. It can trigger a compliance violation.

What I do for my clients is not complicated, but it matters. Before any tool touches their data, I go through the records. I pull out what is protected, identify which tools are safe to use, and document the workflow so they know exactly where they stand.

Nobody should have to become a HIPAA expert just to keep their books in order. But someone needs to be. For my clients, that is me.

If you run a private practice and you have questions about what AI tools can and cannot touch in your financial setup, drop your question in the comments. I will give you a straight answer.

Here's something I've noticed working with small business owners for years.The ones who worry least about money aren't a...
05/25/2026

Here's something I've noticed working with small business owners for years.

The ones who worry least about money aren't always making the most. They're the ones who built their business to genuinely help people — and surrounded themselves with others who operate the same way.

I think about that with Balanced Bear Bookkeeping. My rates aren't the lowest. But what clients are actually paying for is someone paying attention. Someone who catches a problem before it becomes a crisis. Someone who answers an email like a real person and actually cares about where your business is headed.

Helping from a real place isn't just good ethics. It turns out it's also good business.
What does that look like in your world? What's the most meaningful way someone in your professional life has shown up for you when it counted?

05/22/2026

Just a little reminder: "It's all about the journey, not the outcome."

Embrace the ups and downs, the highs and lows, and trust that each step forward is a victory in itself.

Tag a friend who could use this reminder!

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

https://www.credly.com/badges/99240956-974b-4878-8acc-1a485ea5faa5/public_url, htt

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