Business Details
29 Years
experience
Your Trusted Columbus Accounting Partner
With over 28 years of dedicated service, Perfect Balance CPA has established itself as a trusted partner for businesses seeking professional bookkeeping and accounting solutions. Our CPA-led team specializes in transforming complex financial data into actionable insights, providing clarity and strategic value to our clients. Headquartered in Bexley, we serve Columbus and surrounding areas with remote, personalized service that goes beyond basic bookkeeping. Our expertise spans multiple industries including medical practices, nonprofits, real estate, and professional services. We differentiate ourselves by focusing exclusively on bookkeeping and related financial services, ensuring our clients receive concentrated, high-quality support.Our team's longevity and deep experience provide businesses with continuity and reliability that many firms struggle to maintain. From daily transaction management to strategic financial planning, we offer comprehensive back office solutions tailored to meet each client's unique needs. Our commitment to technical excellence, combined with our local market knowledge, allows us to deliver services that truly support business growth and decision-making. As a CPA-run organization, we maintain the highest standards of professional oversight and compliance in every aspect of our work.
Services
Bookkeeping
Accounting
QuickBooks Cleanup
Financial Reporting
Payroll Management
CFO Advisory
Budgeting Services
Cash Flow Forecasting
Nonprofit Accounting
Medical Practice Bookkeeping
Details
- Year established: 1997
Highlights and features
- CPA-led oversight ensures accuracy all year long
- We focus only on bookkeeping, not tax prep distractions
- Industry-specific expertise in medical, nonprofit, service, and retail businesses
- Flexible back-office support, often under 20 hours weekly
- Continuity and reliability with long-term team members
Associations and certifications
- Certified Public Accountant
- QuickBooks ProAdvisor
What people say
Financial clarity
CPA-level expertise
Industry-specific knowledge
Reliable service
Problem-solving approach
Services
Bookkeeping
Our comprehensive bookkeeping services provide small and mid-sized businesses with accurate financial records and timely reporting. We handle daily transactions, bank reconciliations, accounts payable and receivable, and payroll management for businesses across multiple industries. With our CPA-led oversight, clients receive financial statements that tell the real story of their business performance and support informed decision-making.
QuickBooks Cleanup
We specialize in QuickBooks cleanup for businesses with disorganized or outdated financial records. Our team corrects categorization errors, reconciles accounts, removes duplicates, and restores data integrity to provide accurate, CPA-trusted books. This service prepares businesses for tax season, audits, or financing applications while giving owners confidence in their financial data for strategic planning purposes.
Cash Flow Forecasting
Our cash flow forecasting service helps businesses anticipate financial needs and identify opportunities. We analyze income and expense patterns to create predictive models that support strategic decision-making. This service enables businesses to manage seasonal fluctuations, plan for growth, and maintain sufficient working capital while avoiding cash crunches through proactive financial management.
CFO Advisory
Our fractional CFO services deliver strategic financial guidance to businesses that need expert insight without a full-time executive. We provide cash flow analysis, KPI tracking, business performance evaluation, and long-term planning to support growth and operational efficiency. This service bridges the gap between day-to-day bookkeeping and high-level business strategy with data-driven recommendations.
Budgeting Services
We create customized budgeting solutions that help businesses plan for growth and manage financial resources effectively. Our approach combines historical analysis with forward-looking projections to develop realistic budgets aligned with business goals. This service includes scenario planning, variance analysis, and performance tracking to help businesses stay on course and adapt to changing conditions.
People
Sue
Founder
Sue, a licensed CPA with decades of experience, founded Perfect Balance CPA to provide specialized bookkeeping services that help businesses maintain accurate financial records and make informed decisions.
Questions
What size businesses do you work with?
We primarily support small to mid-sized businesses needing under 20 hours of back-office help weekly.
How are you different from traditional accounting firms?
We focus exclusively on bookkeeping and controller services year-round instead of seasonal tax preparation.
Do you work with nonprofits or specialized industries?
Yes, we have extensive experience with nonprofits, medical practices, and service businesses across Ohio.
Can you coordinate with my existing CPA?
Absolutely, we prepare books for tax filing and work directly with your CPA to ensure accuracy.
Do you handle daily bookkeeping tasks?
Yes, we manage bill payment, reconciliations, and other daily functions consistently and accurately.
How do you handle payroll processing?
We process payroll according to your schedule while managing deductions and ensuring compliance requirements.
