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Financial Statement Preparation:

Monthly, quarterly, or annual financial statements are tailored to your business and the outputs you need to grow your business. When a certified public accountant performs a compilation of a business’s financial statements, the CPA is preparing and presenting in the form of financial statement(s) information that is representation of management (owners) without undertaking to express any assurance on the financial statements. As a certified public accountant, A Perfect Balance Bookkeeping can issue these documents to third parties.

Payroll Services:

A cost-effective time saver for you, our payroll solutions for small businessess ensure you have worry-free, payroll tax filing of returns and deposits-- from initial set-up to year-end reporting requirements (W-2s and 1099s).

Business Start-up Services:

Starting any type of business can be extremely difficult and stressful if you don’t know the steps to take. A Perfect Balance Bookkeeping can ease the stress by helping you with the paperwork end of starting your business, including setting up your LLC and filing the appropriate paperwork with the different agencies.

Financial Budgets:

Budgets are important financial tools that can help individuals or businesses keep an eye on the expected results of their business. We can help prepare your annual budget or periodic forecasts and projections and can incorporate these into the financial statements. A Perfect Balance Bookkeeping can also assist you in interpreting variances between actual results and budgeted results.

Audit Representation:

Dealing with the State and local municipalities and their audit letters can feel like an unmanageable ordeal.  The letters are hard to understand and nerve racking.  Audits are high maintenance and high demanding tasks because the state requires that you gather all records and paperwork associated with your tax returns in order to substantiate what you have signed off to on your tax return.  

I am a former auditor and have experience handling your audit ordeal, specializing in sales/use tax audits.   I am trained to find any vulnerability in your paperwork and prepare you for what the auditors are looking for.  I will step into your shoes as a power of attorney before the audit exam starts.  I can assist in getting you prepared with all the necessary paperwork and will even speak to the auditor on your behalf - you don’t even have to be present.  

Accounting and Bookkeeping for Small to Medium Businesses

Whether your business is a start-up or an established business, A Perfect Balance Bookkeeping can satisfy your accounting and bookkeeping needs in a timely and cost effective manner, so that you can focus on your business and growing it. Alternatively, we can teach your employees how to handle the bookkeeping functions, and we can handle the accounting functions necessary to ensure your financial statements are accurately stated. In addition to accounting and bookkeeping services, we also offer: