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How it Works

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

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

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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.

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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.

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. 

Monthly Packages Include

  • Online document management

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

  • Support via phone, email or video

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Additional Services

  • Financial Statements

  • Historical cleanup of books

  • Accounts Receivable 

  • Accounts Payable

Basic

$500/mo

Assistance for real estate agents, entrepreneurs 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

Hourly

$125/hr

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

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