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.
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