Perfectly Balanced LLC

Customized Bookkeeping Solutions

As a business owner, you know that financial data is vital to business growth and success. Launching your specialized business was not for the purpose of spending time working as a bookkeeper or accountant, but having a solid understanding of where your business is financially is crucial and pertinent to your success.

Perfectly Balanced LLC is a full service bookkeeping firm specializing in QuickBooks solutions. The objective is to utilize our strengths so you will have an increased opportunity to focus on growth and effectiveness within your business and confidently make decisions for the future.

 

Success prevails with hard work, being resourceful and building strong relationships. This is exactly how Perfectly Balanced will impact your business culture and strengthen your financial ground.

Offering a comprehensive suite of accounting and bookkeeping solutions tailored to your needs, including but not limited to:

 
 

  • Accounts Payable

  • Accounts Receivable

  • Payroll and Time Tracking

  • Bank Reconciliation

  • Quarterly Taxes

  • Sales Tax

  • Financial Reporting

  • Forecasting

  • Ledger Reconciliation

  • Depreciation

  • Asset Management

  • W-2 and 1099 Preparation

 
 
 
 

Testimonials from a few amazing connections on my journey…

“I had the pleasure of working with Jen in the accounting department of our local credit union.  Her talents are many, but what I really counted on was her positive spirit and her desire to always keep learning and improving.  Jen found numerous process efficiencies and implemented those changes with positivity and strong teaching and communication skills.  Jen will roll up her sleeves, do the research, do the work, find a way to make it better and then communicate the results in a meaningful way.  I was lucky to work with Jen not only because of her skill and knowledge, but also because of her character.” -Nicole Waltemath, Previous Accounting Manager, Local Credit Union

“I worked with Jen for 5-1/2 years up until I retired.  I wish she was available and that I had hired her when my business was young.  I'd have made more money and been a better success. Jen was thoughtful and involved.  She was interested in and paid attention to what I thought was important.  She didn't miss details. She was a good fit in my business because she excelled in areas I had no time to take care of.   I was always prepared and on time due to her work.  I was lucky to have found her.” -Phil Baeten, Retired Business Owner, Baeten Building & Remodeling LLC

“Jen was a key person in helping me transition my business when I retired.  Quickly, she was able to figure out the the many moving parts of a Financial Advisory company, my clientele, the servicing, licensing, and delve into federal and state regulations.  She made those couple of years go smoothly for me.  Thank you, Jen!” -Betty Adams, Retired Business Owner, Adams Wealth Opportunities LLC

 
 
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