Meet the Team

 Hello, my name is  Lucy Co Founder of Balancing Bookks in Houston,Tx. I was born in Mexico and moved to Houston as a teenager, ready to embrace new opportunities. My journey began when I started working at my family's restaurant, starting as a hostess and gradually working my way up to an assistant position. It was during this time that I got my first taste of the business side of things. I assisted in paying our vendors and handling payroll, which sparked my interest in finance and bookkeeping.  At a young age, I found myself unexpectedly pregnant, and I made the difficult decision to put my professional goals on hold and focus on my personal life. However, my determination to succeed never wavered. After a few years, I decided it was time to pick up where I left off and continue my education. I enrolled in college with a clear aim of pursuing a degree in business. Little did I know that this choice would lead me directly to my true calling.   I landed a position at a wholesale supply store, and it was here that I gained most of my experience in the accounting cycle. I dove headfirst into every aspect of financial management, honing my skills and gaining valuable knowledge along the way. It was during this job that I crossed paths with Alex, a kindred spirit who shared my values and aspirations. Together, we recognized the need for financial literacy and education within our community, particularly for small businesses striving to succeed. With a shared vision, we became business partners, determined to make a positive impact.    Recently, I made a career move into the sports industry. This transition has been both challenging and rewarding, as it has allowed me to further refine my skills and qualities. My attention to detail has become second nature, ensuring that every financial transaction is meticulously recorded. I take pride in my organizational abilities, streamlining processes to enhance overall efficiency. Above all, I am committed to excellence in everything I do, always striving to deliver exceptional results.   Businesses can benefit greatly from hiring me as their bookkeeper. With my extensive experience in the accounting cycle, I possess a deep understanding of financial principles and practices. I am dedicated to maintaining precise and reliable financial records, empowering businesses to make informed decisions and plan strategically. My unwavering commitment to excellence ensures that I consistently go above and beyond, ensuring financial accuracy and compliance in our bookkeeping and accounting practice. By entrusting their financial management to me, businesses can focus on their core operations, confident in the knowledge that their financial records are in capable hands.  

 Hello, my name is Alex Founder & CEO of Balancing Bookks, LLC. I would like to introduce myself and share a bit about my background. I am a highly motivated individual with a strong focus on achieving goals and always dreaming big. Throughout my life, I have been passionate about what I do, starting from a young age. I have always had an entrepreneurial mindset, with a deep desire to contribute to society and help others grow. While managing my own business, I embarked on a journey in the medical field. Starting as a paramedic in my early years, my commitment and passion for healthcare led me to advance my expertise, culminating in a role as an MD. During my time in med school, I had the privilege of working as a surgical assistant and a business manager/ bookkeeper for a top surgeon in my hometown. This experience allowed me to develop my business and financial skills, as the surgeon ran his practice as well as other ventures within the industry. After several years, life brought me to the United States, where I no longer practice medicine. However, my natural affinity for numbers and helping people led me to pursue training in Financial coaching, Bookkeeping, Accounting, Tax law and Business management . While working in a plumbing supply office, I met my business partner, Lucy, and realized that many contractors excelled at their craft but struggled on the business side. Drawing on my background in bookkeeping and business management, coupled with my financial coaching expertise, I made it my mission to establish a business that goes beyond traditional bookkeeping services. Our vision is to be an integral part of our clients' businesses, offering not only bookkeeping but also comprehensive services. Whether you want to learn new strategies or need assistance in executing tasks, we are here to support you. Alternatively, if you prefer to focus solely on understanding the numbers, we can handle the management for you. Our ultimate goal is to go the extra mile and help you achieve your business goals. We offer a wide range of services that can be provided in person or virtually, from business formation and professional bookkeeping services to tax optimization and strategic growth planning. ensuring flexibility and convenience. Thank you for considering our services, and we look forward to building a lasting relationship with you."