Perfect Balance Co.
Your Trusted Firm for Bookkeeping & Small Business Financial Services
Take bookkeeping off your to-do list.
Expert Financial Services
Our expert financial services are tailored to meet your specific needs, providing clarity and guidance to fuel the growth of your business. Let us handle your invoicing, bill pay, and financial reports, while also helping you budget for cash flow.
Simplified Financial Management
We provide a seamless and efficient onboarding experience, ensuring your business is set up for success. Our team works to automate your bookkeeping processes, deliver accurate and timely financial statements, and equip you with the insights needed to make informed decisions and grow your business with confidence.
Industry-Specific Guidance
Our team understands the nuances of different industries, providing industry-specific guidance whether you're scaling, expanding, or stabilizing your business.
About Perfect Balance Co.
Empowering Financial Clarity
At Perfect Balance, we empower 7-figure businesses with expert bookkeeping, fractional accounting, and strategic advisory services. By leveraging QuickBooks Online and financial best practices, we provide clarity, confidence, and control over your financials. Our mission is to help business owners make informed decisions, optimize cash flow, and drive sustainable growth—allowing them to focus on what they do best while we ensure their numbers stay perfectly balanced.
Our Services
Explore our range of services designed to optimize your financial management and fuel the growth of your business.
Bookkeeping
Tired of managing your own books or dealing with messy finances?
We deliver clean, accurate, and reliable bookkeeping so you can focus on growing your business. Let us handle the numbers—so you don’t have to.
Financial
Reporting
We provide detailed financial reports and statements that give you a clear understanding of your business’s financial health.
Our goal is to simplify complex financial data so you can confidently make informed decisions. With accurate reporting and expert insights, we help you stay on top of your numbers and plan for the future.
Advisory
Need help with budgeting or cash flow forecasting? We've got you covered!
Our expertise helps small businesses grow and scale with strategic financial guidance. Let us leverage our knowledge and technology to support your business’s success.
What Our Clients Say...
Tony Spratt
Fovea Property Group
Carissa is amazing! I have been working with her now for about 3 years. She did I full accounting clean up with my business. Helped me transition to a new software and keep my numbers in line. I love getting monthly updates on my business progress. Here help has allowed my to expand from being a "one man show" to a successful real estate team. I highly recommend her service.
Marie Lewis
Royal Executive Assistant Inc.
Carissa and her team offer outstanding bookkeeping services that truly exceed expectations! Their attention to detail, professionalism, and personalized approach make managing finances a breeze. I wholeheartedly recommend them to anyone in need of reliable and efficient bookkeeping support!
Cheryl Wright
UreWright Recruiting
We started a new company in 2022 and desperately needed a bookkeeper who would communicate clearly and effectively with us. We are excellent recruiters, but not so excellent at keeping our own books in "Perfect Balance." Carissa has been a great find and we would recommend her to anyone who needs financial assistance.