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.
Pricing
Perfect Balance offers flat rate pricing and unlimited support.
As a business owner, it allows you to budget for accounting services with NO SURPRISES.
Basic
$500/mo
Assistance for entrepreneurs, real estate agents or small businesses with a tight budget but want a professional to handle the books for them
Essential
$800/mo
Ideal for growing businesses who want timely financial information & need help managing more complex tasks
Premium
$1,300/mo
Perfect for thriving companies who need comprehensive financial reporting & professional collaboration to cover everything
Monthly Packages Include
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Online document management
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Reconciling up to 2 accounts (bank or credit card)
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Support via phone, email or video
Additional Services
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Financial Statements
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Historical cleanup of books
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Accounts Receivable
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Accounts Payable
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Payroll
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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Consultation
Contact us to discuss your current needs, future goals & business requirements.
Assessment
Based on the info you provide & the scope of your needs, we will determine the best monthly plan for you.
Set-up
I use QuickBooks Online, the latest cloud-based accounting software. It organizes and securely stores