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Get Financial Confidence

You run the business. We’ll run the numbers.
 

No more guessing whether you are making the right decisions about your taxes or business finances.

Whether your receipts live in a shoebox or you keep detailed electronic records, we meet you where you are. Our goal is to help improve the financial health of your business, keep things compliant, and make sure you are not paying more in taxes than you should.

Individual and business tax preparation with clear communication and careful attention to detail.

Monthly bookkeeping, payroll, 2290 filings, and Secretary of State filings to keep your business running smoothly.

Preparation and support to help organizations navigate audits with confidence.

Setup, cleanup, and ongoing support so your financial systems work the way they should.

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Why Work With
Perfectly Balanced?

“It’s hard to manage your own taxes or business finances unless you do this for a living. Laws change, requirements shift, and mistakes can be costly. We take the time to get to know you and your situation, then provide accurate bookkeeping and tax preparation so you can make informed decisions and move forward with confidence.” 

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Jessica Johnson, Owner

When it comes to your taxes and business finances, surprises are not a good thing.

Feel confident in your tax return. Know your business can pay its bills each month. Have peace of mind knowing nothing important is being missed.

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That is what good accounting should provide.

WHAT PEOPLE SAY

Jessica’s work ethic regularly demonstrates her

professional and committed attitude of excellence and high level of client service and support.

I am always impressed with

how articulate and concise she is when sharing information. 

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She has consistently fulfilled her commitments, timely and with great care.

I was consistently able to rely on Joan, even after business hours. I could count on her for a quick turnaround for any task and everything that I ever asked of her was completed in a timely manner.

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