You Handle the Business, We Handle the Books.
Our Mission
At Perfect Balance Bookkeeping & Tax Services, we empower small businesses to achieve financial clarity and stability through personalized bookkeeping and tax solutions. Our mission is to relieve the burden of financial management, allowing you to focus on what you do best - growing your business.
Who We Are
As a team of experienced professionals, we combine expertise in accounting, tax planning, and QuickBooks expertise to deliver tailored solutions for your unique needs. Led by Mary Stefano, a certified QuickBooks ProAdvisor and seasoned tax professional, we understand the challenges faced by small businesses in today's dynamic market.
Bookkeeping Services
- Comprehensive bookkeeping solutions tailored to your business size and industry
- Regular reconciliation and tracking of income, expenses, and cash flow
- Automated systems for efficient data entry and accuracy
- Customized reporting to monitor your financial health
- Virtual bookkeeping options for remote businesses
QuickBooks Services
- Expert assistance with QuickBooks setup, configuration, and training
- Ongoing support and guidance to optimize your workflow
- QuickBooks training for your staff to become confident users
- Advanced QuickBooks troubleshooting and support
Tax Solutions
- Comprehensive tax planning and compliance services
- Preparation and filing of state and federal business taxes
- Guidance on tax deductions and credits
- Representation before the IRS if needed
Why Choose Perfect Balance Bookkeeping & Tax Services?
- Experience and Expertise: Over 20 years of combined experience in accounting, taxes, and QuickBooks.
- Personalized Attention: We treat each client with individualized care and attention, understanding your unique needs and goals.
- Transparency and Communication: We provide clear and concise reports and regular communication throughout the process.
- Fixed Fees: No hidden costs or unexpected surprises. We provide transparent billing and competitive rates.
Get Started Today
Schedule a free consultation with us and discover the perfect solution for your small business. We are committed to providing you with peace of mind and financial clarity, so you can focus on what you do best - growing your business.
Contact us now to schedule your consultation!
Outstanding Customer Service
The reviews for Mary and Perfect Balance Bookkeeping are overwhelmingly positive. Customers praise Mary's professionalism, expertise, and exceptional customer service. They commend her for her ability to handle complex tax scenarios, provide personalized advice, and make the tax preparation process efficient and stress-free.
Technology and Security
Reviewers appreciate the user-friendly technology used by Perfect Balance Bookkeeping, which allows for secure and easy document uploading. Many customers highlight the importance of keeping their personal and financial information safe and secure, which Mary accomplishes with ease.
Variety of Services
While most customers contacted Mary for individual tax preparation and bookkeeping services, some also praised her work in handling business taxes and bookkeeping for their franchise business.
Consistency and Responsiveness
Reviewers consistently praise Mary's prompt responses to questions and her ability to handle multiple requests simultaneously. They appreciate her patience, thoroughness, and dedication to ensuring their financial information is accurate and secure.
