Bold & Balanced Business Advisors
The Profession

Meet Kaleigh

I am Kaleigh Livingston and I have been working for the local government for over sixteen years. I began working as an intern in a Gwinnett municipality, where I discovered my passion for learning occupational tax law and helping entrepreneurs accomplish their dreams to become business owners. I spent about eleven years with the city because my coworkers were like family and the customers became friends.

In 2018, I went to work for a municipality in DeKalb. I was responsible for licensing and revenue tasks, accounting practices, and became certified to be a City Clerk. I expanded my knowledge in zoning verifications. I also prepared agenda items and kept minutes for council meetings and appeal boards.

In 2021, I started working for Gwinnett County in the Licensing and Revenue section as the supervisor and later was promoted to manager. While with Gwinnett I proposed multiple ordinance revisions to be more aligned with the needs of the community. I also proposed and acquired business and alcohol applications to be translated into Spanish and Korean, attempting to further connect with the diverse community I serve. I also completed several finance courses, received numerous certifications in professional development and built everlasting relationships. I am competent using SAP, iNovah, and familiar with the audit process that Gwinnett recently implemented. My biggest accomplishment was leading other professionals to understand their importance when issuing occupational tax certificates while taking much pride in educating new business owners of their responsibilities.

In each above jurisdiction, I have served in various capacities on Appeal Boards. These boards hear claims brought against businesses who are accused of violating local ordinances and state laws. My expertise will help ensure your business operates legally and not jeopardize your livelihood, like the many I have witnessed. I also oversaw hotel / motel, car rental and alcohol excise taxes, Financial Institutes and Marketplace Facilitator accounts. I have been an active member of Georgia Association of Business Tax Officials (GABTO) for fifteen years. This organization provided me with a great opportunity to network with various jurisdictions, state entities, and build relationships.

I have much experience working with the 42 Professional Boards and a multitude of state entities such as the Department of Community Health, Department of Revenue, and Environmental Health. Each regulatory board has its own requirements for operating. Working for the government I gained great insight to the ins and outs. I am now seeking out my community and surrounding areas to apply my skills, knowledge and quality work for you and your business!

- Kaleigh Livingston

References are available for your review.

I am an experienced and dedicated bookkeeper and customer service professional with a strong background in financial management and analysis. With more than fifteen years of experience in the field, I have developed a deep understanding of bookkeeping principles, and financial reporting standards.

I am skilled in managing financial records, accounts payable and receivable, reconciling bank accounts, conducting audits ensuring you are in compliance with all relevant laws and regulations, and prepared for your accountant. I am proficiently trained in Quick Books, Word, and Excel. I have a proven track record of accurately preparing financial statements, analyzing financial data, and providing valuable insights to support strategic decision-making. The last several years in my position for a residential builder and most recently with a plumbing company, I also gained some knowledge with pulling and applying for permits. I have worked in a very diverse field, so I can adapt to almost any situation. I am known for my exceptional attention to detail, and ability to work effectively under pressure. I am a dedicated professional who takes pride in delivering high-quality work and providing excellent client service.

I am committed to staying up to date with the latest industry trends and developments. I am passionate about helping businesses achieve financial success and am always ready to go the extra mile to ensure my client's needs are met. With my comprehensive knowledge and expertise, let me be your next valuable asset to your organization seeking a skilled and reliable professional.

- Mesha Beck

References are available for your review.

Meet Mesha

In the early 90's we met while playing softball at a Gwinnett County park. We instantly connected and became the best of friends. We shared a love for sports, the ocean, and a deep desire to make a positive impact in our community.

Throughout the years we have supported each other through marriages, raising children, losing loved ones, and of course our professional careers. Celebrating many victories and encouraging each other through our valleys. After thirty years of navigating life with each other, we decided it was time to take our professions in our own hands and turn our shared passion for entrepreneurship into a reality. Now, we want to help aspiring entrepreneurs in our community start their own businesses. In addition, provide our expertise to current business owners and equip them with the necessary accounting services to ensure business success.

We know that starting a business can be overwhelming and challenging, especially for those who lack experience, resources, or time. We want to be the guiding light for these individuals, offering our knowledge, support, and encouragement needed to turn dreams into reality.

Our journey is a testament to the power of friendship, passion, and the desire to make a positive impact. Together, we show that with determination, support, and a shared vision, anyone can overcome obstacles and create a better future for themselves and their community. Let our story become an inspiration, reminding you that with the right support, dreams can become a reality. With our combined skills and expertise, we developed "Bold and Balanced Business Advisors". Our desire is to empower individuals in our community to start their own businesses and provide them with comprehensive accounting services to ensure their financial success.

Our impact goes beyond just business services. We want to be your motivator, good energy, and a significant part of your universe. Bold and Balanced Business Advisors, understand the importance of community and want to give back. This is only the start of our journey. It is our desire that you become a part of our world and allow us to bring our loyalty to you, today!

Our Story

FOR YOUR BEST INTEREST

GROWING BUSINESS TOGETHER

BUILDING LASTING RELATIONSHIPS