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Perfect Balance Bookkeeper

Bookkeeping you can count on. We partner with small businesses across the U.S. to deliver financial peace of mind. Through an understanding of their financials, we enable small businesses and communities to grow. We accomplish this by leveraging technology to provide outsourced bookkeeping with personal customer relationships.

I'm  Carissa,

I offer ambitious, dream chasing Entrepreneurs, Real Estate Agents & Small Businesses simplified accounting services.  When you started your business, your focus went into building your dream! Accounting & bookkeeping are generally the last things on your "To-Do-List."  But do you know that it should be one of the first? That's where I come in. 

When you work with me at Perfect Balance, you get someone who will give you exceptional one-on-one services.  Not only will you get a reliable and trusted accountant, but you get someone 

who truly cares about the health of your business. 


Our Services

Our services include a variety of tasks that range from day to day record keeping, reconciling accounts, to full cycle accounting, including the preparation of financial statements. We understand that some business owners want to hand over certain tasks, or want to learn themselves. Whatever your needs are, we are here to help.

How it Works

Throughout the month,  you will e-mail or upload  your statements & other documents. I will record & reconcile transactions into the accounting software. If needed, I will prepare your requested deliverables or financial statements that we can analyze & discuss together.



  • Bank Reconciliation

  • Credit Card Reconciliation

  • General Ledger Maintenance

  • Accounts Payable

  • Accounts Receivable


Financial Reporting

  • Balance Sheet

  • Income Statement

  • Cash Flows

  • Accounts Receivable Aging

  • Accounts Payable Aging



  • Books Cleanup

  • Preparing Financial Statements

  • Management Reporting

  • Financial Analysis

  • Cash Flow & Budgeting



  • Online Bill-Pay

  • Payroll

  • Expense Management

  • Consulting

  • Training


Perfect Balance offers flat rate pricing and unlimited support.

As a business owner, it allows you to budget for accounting services with NO SURPRISES. 



Assistance for entrepreneurs, real estate agents or small businesses with a tight budget but want a professional to handle the books for them



Ideal for growing businesses who want timely financial information & need help managing more complex tasks



Perfect for thriving companies who need comprehensive financial reporting & professional collaboration to cover everything

Monthly Packages Include

  • Online document management 

  • Reconciling up to 2 accounts (bank or credit card)

  • Support via phone, email or video

Additional Services

  • Financial Statements

  • Historical cleanup of books

  • Accounts Receivable 

  • Accounts Payable

  • Payroll



Budgeting, Cashflow Projections, Financial Analysis, Advisory Services or QuickBooks Training. 


I 'm  Carissa, 

your bookkeeper

With the growing dynamics of the internet & advances in technology, business owners are discovering the benefits of cloud-based bookkeeping services.

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Contact us to discuss your current needs, future goals & business requirements.


Based on the info you provide & the scope of your needs, we will determine the best monthly plan for you.


I use QuickBooks Online, the latest cloud-based accounting software. It organizes and securely stores

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