Consulting
Running a business means wearing many hats — but you don’t have to wear all of them at once.
Perfectly Balanced offers flexible consulting support for businesses that need professional financial guidance without the cost or commitment of full-time staff.
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Whether you need 10 hours a week, 5 hours a month, or an occasional check-in, Jessica and Kristen can step in onsite, remotely, or in a hybrid format to fit your schedule and needs. From high-level financial strategy to hands-on system setup or team training, we’ll help you find the perfect balance of expertise and efficiency.
When business decisions get complex, having a financial strategist on your side can make all the difference.
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A Fractional CFO (Chief Financial Officer) provides executive-level financial leadership — part-time, as-needed, and tailored to your business size and goals.
Perfectly Balanced helps business owners make confident, informed decisions by providing:
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Cash flow forecasting and planning
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Profitability and cost analysis
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Budget development and monitoring
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Growth strategy and expansion planning
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Financial presentation preparation for banks, investors, or boards
Think of it as having your own CFO — only for the time and scope you actually need.
Accuracy, organization, and reliability — that’s where the Fractional Controller comes in.
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Perfectly Balanced steps in to manage or oversee your accounting systems, ensuring your financial foundation is solid. Whether you need short-term help or ongoing oversight, this service often includes:
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Managing bookkeeping staff and processes
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Reviewing reconciliations and adjusting entries
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Setting up efficient workflows and internal controls
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Overseeing payroll and compliance filings
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Preparing financial reports for management or external review
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You can choose the level of involvement — from a few hours a month to consistent weekly support — onsite or remote.
Sometimes you don’t need a long-term engagement — you just need the right expert for a specific project.
Perfectly Balanced provides project-based consulting for situations like:
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System conversions (QuickBooks, Zoho, or Excel-based tracking)
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Clean-up of prior-year books or reconciliation issues
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One-time financial analysis or cash flow studies
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Grant budgets, nonprofit reporting, or special compliance projects
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Business plan review and lender-ready financial statements
We step in, get the project done efficiently, and leave you with organized, actionable results.
If you already have great staff but they just need guidance — we’ll help build up their confidence and skills.
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Perfectly Balanced offer customized training sessions for your bookkeeping, payroll, or administrative team. We’ll review your current processes, identify pain points, and provide practical coaching on:
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Bookkeeping accuracy and consistency
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Payroll filing and compliance
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Software training (QuickBooks, Zoho, Excel, etc.)
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Financial reporting and interpretation
Our goal isn’t to replace your staff — it’s to empower them. Sometimes the best consulting solution is simply helping your team do their jobs more effectively.