Find your Perfect Balance — through our Bookkeeping Services

At Perfect Balance, our bookkeepers and administrative team take responsibility for what might otherwise be the tedious and time-consuming aspects of your bookkeeping. This allows you to move your business forward with confidence, knowing your accounts are being managed professionally.

We have over 10 years of experience providing personalized one-on-one service with ongoing support.  All our professional and support staff are local – we are pleased to meet with you in our offices or in yours, based on your preferences. 

As bookkeeping, accounting and payroll specialists, we work directly with many CPAs in the Research Triangle area and perform bookkeeping for small- to medium-sized local business owners, and high-wealth individuals. We work with for-profit and not-for-profit organizations as well as start-ups and grant recipients.

Here are examples of what the Perfect Balance Team does for current clients:

  • New Business Advisor

  • Accounting

  • Bookkeeping including Certified Payroll

  • QuickBooks set-up and support

  • Business Plans

  • Financial Statements – Profit & Loss Statements and Balance Sheets

  • Monthly & Quarterly Reporting

  • Collaborate with CPAs

  • Bill Pay

  • Invoices

I have been a Perfect Balance client since 2008, and Sherry has been my bookkeeper since 2011. She has never failed to quickly accommodate all my needs to make my monthly bookkeeping experience easy and efficient. She works around my schedule, logs in promptly at the scheduled time, communicates very well, quickly helps to solve any problems and answers my questions, has a charming personality, and overall is a joy to work with! She is also very proficient at QuickBooks. I’m very happy with Sherry’s work and am fortunate to have her as my bookkeeper. 
— Anne T.

Thank you, Al.
You have been gracious, helpful, and a pleasure to work with.
We wish for you and your company continued success in future endeavors.
— A.R., Executive Director, Non-profit organization (at the end of a project)