Perfect Balance Bookkeeper

Serves Coppell, TX

35244

Hired 19 times

2 employees

14 years in business

$125/hour

4.8

This pro accepts payments via Credit card, Stripe, Venmo, and Zelle.

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Introduction

I’m thrilled to help small business owners take the guesswork out of managing their business finances. With nearly 15 years of accounting experience, I understand the unique challenges you face and am here to make your life easier. Why Work With Me? I have a BBA in Accounting from the University of North Texas and am a QuickBooks Certified ProAdvisor. But more importantly, I care about your success! I’ll take the time to get to know you and your business so we can create a plan that works perfectly for your needs. How I Make a Difference: I deliver clear, accurate financial reports so you can make smart business decisions. I offer cost-effective services to fit your budget. Monthly bookkeeping starts as low as $500/month I take the stress out of accounting, so you can focus on what you love -running your business! What I Can Do for You: Bookkeeping: Keep your finances organized and up-to-date. Cleanup/Catch-Up Work: Behind on your books? No problem - I’ll get you back on track. Property Management Accounting: Simplify the numbers for your properties. Mileage Tracking: Never lose track of your deductible miles again. Monthly Reconciliations: Bank and credit card accounts balanced like clockwork. QuickBooks Setup & Training: Whether you’re just getting started or need a refresher, I’ve got you covered. 1099 Preparation: Stay compliant with contractor reporting. Financial Reports: Profit & Loss, Balance Sheet, Cash Flow Analysis—clear and easy to understand. Budgeting & Forecasting: Plan for your business’s bright future. Think of me as your go-to financial partner, here to relieve the burden of accounting and give you peace of mind. Let’s work together to help your business thrive - I can’t wait to connect! ***WE ARE A BOOKKEEPING FIRM AND DO NOT PROVIDE TAX SERVICES***

Q&A

What should the customer know about your pricing (e.g., discounts, fees)?

After a discovery call and assessment of monthly bookkeeping needs, I typically charge a flat rate monthly fee. This takes out all the guesswork so you know exactly how much you’ll pay each month for my service.

What is your typical process for working with a new customer?

Typically I review the current status of their books. Once I evaluate the scope of work, I will provide a proposal. Upon agreement of terms, I’ll onboard the client to start taking over their booking and financial reporting needs.

What education and/or training do you have that relates to your work?

I have an accounting degree from The University of North Texas and worked in corporate as a Senior Accountant for 15 years. In addition, I am a Quickbooks Certified Pro Advisor.

What types of customers have you worked with?

My client base ranges across various industries. Some of them include coaching & consulting services, doctors office, real estate investors, attorney and law offices, investment management services, real estate agents and brokers, hair and nail salons, and car washes.