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Our Services.

Accrual GAAP Accounting

Bank Reconciliations

Bill Pay & AR Management

Budgeting & Forecasting

QuickBooks Cleanup & Catchup

​FINANCIAL CLARITY FOR CONFIDENT GROWTH

We believe accounting should be seamless and stress-free. Your financial data should be accurate, secure, and easy to understand—empowering you to make confident business decisions. By combining our expertise with cutting-edge technology, we deliver clear, reliable financial insights tailored to your business needs. Whether you're scaling a thriving enterprise or refining long-standing operations, Perfect Balance Co. is here to help you achieve financial clarity and sustainable growth.

Work With Us

Core

Say goodbye to financial headaches. This package ensures your books are always accurate, up-to-date, and compliant, giving you peace of mind and more time to focus on running your business.

Basic Package Includes:​

  • Monthly Bookkeeping

  • Monthly Financial Reports

  • Delivery: No rush by 25th

  • Financial Review Meeting

    • add-on

  • Bill Pay​: add-on​​

  • 1099 Filings: add-on

  • Strategy Planning​

    • add-on​

  • Budget & Cashflow Forecast:​

    • add-on​

starting at
$600/mo

Growth

Feeling overwhelmed by endless financial tasks and lacking a clear growth plan? This package provides support and strategic insight, streamlining your operations and giving you the tools to scale without drowning in admin work.

Basic Package Includes:​

  • Monthly Bookkeeping

  • Monthly Financial Reports

  • Delivery: Prioritized by 15th

  • Financial Review Meeting:

    • Quarterly

  • Bill Pay: 2x Monthly​

  • 1099 Filings: included

  • Strategy​ Planning:

    • Quarterly​

  • Budget & Cashflow Forecast​:

    • Updated Quarterly​

starting at
$1,200/mo

Fractional CFO

Struggling to make sense of your numbers or plan for sustainable growth? With our Fractional CFO plan, you’ll have a trusted financial partner who delivers deep financial insights, strategic advisory, and actionable growth plans - because maximizing profit shouldn’t feel like guesswork.

​

We provide clear financial reports and expert guidance each month, ensuring you understand your numbers and make informed decisions.

 

Plus, you'll receive custom best practices, workflows, and processes to streamline operations—giving you the confidence to grow and succeed.

starting at
$2,500/mo

Fund Accounting/
Family Office

Overwhelmed by complex financial structures with limited visibility?

 

Our specialized bookkeeping is designed for high-net-worth individuals, investors, and family offices. We partner with your trusted advisors to deliver accurate, high-quality financial reporting, offering a clear view of your assets and holdings.

 

This comprehensive approach empowers you to confidently manage your portfolio and financial strategies.

starting at
$3,000/mo

Our services are for you if...

Your business is a sole proprietorship, LLC, or S-Corp

You operate a professional service firm, such as a marketing, tech or consulting agency, investment firms, real estate brokerage, or property management company.

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