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Welcome to
BalanceWise Advisors

BalanceWise Advisors is your trusted partner for all your bookkeeping needs. We pride ourselves on attention to detail.

Vivek Channamsetty, CFA

Founder and lead bookkeeper at BalanceWise Advisors, smiling in a professional setting, dedicated to helping small bus

Vivek has 25 years of experience in financial services working as an investor and advisor to corporations, investment firms, and family offices.
 

Vivek graduated from Rutgers University and is a CFA charterholder.

Vivek is also Intuit trained and certified as a Bookkeeper and for QuickBooks Online (including Payroll).

Intuit Bookkeeping Certification earned, showcasing expertise and dedication to professional bookkeeping standards.
QuickBooks Online Level 1 Certification awarded for demonstrating proficiency in Intuit’s bookkeeping software.
QuickBooks Online Level 2 Certification reflecting advanced expert proficiency in Intuit’s bookkeeping software.
QuickBooks Online Certification reflecting advanced expert proficiency in Intuit’s Payroll sotware.

Experience the difference with BalanceWise Advisors. Let us handle your bookkeeping needs while you focus on driving your business forward. Get in touch with us today to discuss your bookkeeping requirements.

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