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How it Works

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 your financial information so you can access it anytime & anywhere.

Launch - 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.


Perfect Balance offers flat rate pricing and unlimited support.

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

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



Assistance for real estate agents, entrepreneurs 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



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

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