Meet the team!

Cody Harris

Owner & Lead Bookkeeping Specialist

Cody’s relationship with money started early, from collecting his allowance to founding his first business at age 11. Those early entrepreneurial experiences shaped his work ethic and fueled a lifelong passion for financial management.

Today, Cody combines his love of numbers with his expertise in running businesses to help clients feel calm and confident in their finances. He’s dedicated to making bookkeeping seamless and stress-free, so clients can focus on growing their business and enjoying life.

Read more about Cody’s journey here.

Certifications

Learn more here

Katrina (Trini) Watson

Admin • Tech • Bookkeeping Assistant

Trini is here to keep everything on track and running smoothly. She brings a diverse skill set from her own business, Kwindie, where she sources sustainable merch, builds websites and online stores, and creates thoughtful graphic design. That background in organization, technology, and creativity translates directly into her role here — from managing details and streamlining systems to supporting clients with efficiency and care.

Trini is dedicated to making sure the behind-the-scenes work is seamless, helping create a streamlined experience for clients and the team alike.

FAQ

Do you prepare and file taxes?

No, Best Balance Bookkeeping is not licensed to prepare or file taxes. Instead, we prepare the documentation needed by a CPA or other tax professional in order to do your taxes. If you would like recommendations for a good CPA to work with, please reach out!

Do you work with international clients?

No, we work with US based clients only.