About Balanced Books

Business is personal.
Your bookkeeping should be, too.

Balanced Books is a mother-daughter team based in Omaha and supporting business owners near, far, and fully remotely.

Meet the Team ↓
Shawna and Bergan of Balanced Books
25+ Years of Combined Experience

Practical financial support shaped around your business—not a one-size-fits-all system.

About Balanced Books

Business is personal.
Your bookkeeping
should be, too.

Balanced Books is a mother-daughter team helping business owners feel more organized, informed, and confident about their finances.

25+

Years of Combined Experience

Practical financial support shaped around your business—not a one-size-fits-all system.

Our Approach

Experience you can trust.
Support you can understand.

Since 2005, Balanced Books has helped business owners bring order and clarity to the financial side of their businesses. What began with Shawna’s accounting experience has grown into a collaborative family business grounded in thoughtful service and lasting client relationships.

Today, Shawna and Bergan combine established accounting knowledge with a forward-thinking business perspective to provide support that is dependable, approachable, and tailored to each client.

Meet the Team

Two perspectives.
One shared commitment.

Established accounting experience and fresh business strategy come together with one goal: helping your business move forward with greater clarity.

Shawna Mahoney of Balanced Books Omaha

Owner + Bookkeeping Expert

Shawna Mahoney

With more than 20 years of experience, Shawna brings trusted accounting knowledge and practical financial guidance to every client relationship.

A University of Nebraska at Omaha graduate with a bachelor’s degree in Accounting, she specializes in tailored bookkeeping support and thoughtful solutions for growing businesses.

20+ Years of Experience

Business Strategy + Innovation

Bergan Mahoney

Bergan brings a fresh, strategic perspective to Balanced Books, helping identify opportunities that support each client’s operations and continued growth.

She is a University of Nebraska at Omaha graduate with a bachelor’s degree in Entrepreneurship and more than five years of experience in business strategy and innovation.

5+ Years of Experience
Bergan Mahoney of Balanced Books Omaha

What You Can Expect

Support that feels steady,
clear, and personal.

01

Clear Guidance

Straightforward answers and practical insight without unnecessary financial jargon.

02

Consistent Attention

Dependable support that keeps important financial details organized and moving forward.

03

A Lasting Partnership

Bookkeeping and business support designed to evolve alongside your company.

Ready for More Clarity?

Let’s bring your books—and your
business—back into balance.

Tell us where you could use support, and we’ll help you determine the right next step for your business.

Start the Conversation →