A Baltimore native, CPA and former operations manager of her family’s business, Watson’s Fireplace and Patio, Mary Jo has an intimate understanding of business operations. As founder and president of Balancing Act, an accounting and QuickBooks training firm, she combines her valuable perspectives as a small business owner/operator to help her clients succeed.
Mary Jo acts as the “Operational Accountant”. An Operations Accountant collaborates with business owners and managers to bring the seemingly fragmented accounting and business operations pieces together to form a clear path—one that will proactively lead their business to a profitable future. This “balancing act” is one that Mary Jo has mastered and shares with start-ups and established small businesses that are looking for someone with accounting experience, but also one who will take the time to explain the process, clarify the complexities, and unlock the secrets of spreadsheets and other financial statements.
As a certified QuickBooks ProAdvisor®, Mary Jo is a QuickBooks expert who offers businesses in Baltimore County and Baltimore City the region’s best value, given her 30+ years of experience in the financial and accounting industry, and her exclusive focus on small businesses. She recognizes that small businesses have big needs. Mary Jo balances effectiveness and efficiency to help her clients maximize her time and their budget.
Education & Career Background
Mary Jo obtained her formal education from Towson State University, and earned her CPA license in 1984. Combined with her experience at Arthur Andersen & Company and her work in the healthcare, software and management consulting industries all under her belt, Mary Jo launched her own firm in 2005. Accounting Solutions offered Baltimore businesses accounting consulting services that included senior assistance, QuickBooks training and custom reporting. As a certified public accountant, Mary Jo also prepared individual tax returns. In 2012, Mary Jo renamed the company Balancing Act to better reflect the benefit her services can provide to small business owners who are juggling more balls than they can effectively handle on their own. Balancing Act is located in Towson, Maryland, and serves clients in and around Towson, Timonium, Lutherville, Cockeysville and Hunt Valley, as well as all of Baltimore County and Baltimore City.