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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.

University of North Texas

In 2010, I graduated from the University of North Texas with my accounting degree.  I then went out into the corporate world doing accounting in various industries - private equity,  commercial real estate, multi-family properties, auto insurance, restaurants, and a publicly traded investment company.  I have been providing full range accounting & bookkeeping services for nearly 12 years.   I'm located in Dallas-Fort Worth, however, most of my work is done remotely.  Thanks to technology and all the cloud-based services I can assist you from anywhere.  With my expansive financial knowledge, I am equipped to handle all of your accounting needs - big or small.  Whether you require assistance at a business or personal level, I am ready to serve as your financial accountant.  I will strive to take care of your financial needs while you focus on your day-to-day business. ​ 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.

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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

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