Our Services

Your typical bookkeeper does not live here. Nope. Not. No Way.  

We do Full Charge Spot On Bookkeeping. You probably don’t even know what this means in a world filled with ordinary.  We are the top-shelf bookkeeping service that caters to your company’s specific gourmet needs.  When you get a taste of us, a bright lightbulb will go on because you finally understand your finances. You will say “how did I ever get along without them.” 

We work closely with your CPA and are a great liaison between your staff and the accounting firm. We take responsibility for not just the daily bookkeeping necessaries but a lot more than that. One of the ways we are set apart from other services is that we understand accounting, which provides your books with reliable well-rounded accuracy.  We understand your assets and liabilities … and how it moves as your company grows.      Muy Importante!

The scope of services offered by PBB are really extensive but tailored to every company’s specific needs.  The following totally necessary examples may sound boring to you (but not to us):  * general accounting tasks like credit card statement data entries, bank statement review and data entry * review and verify vendor bills * prepare and send customer invoices * pay the bills, enter customer payments into the system * record and make deposits * other disbursements and withdrawals.  

Within our scope of services, PBB strives to help you hire A Team of people who will match the excellence you bring to your business. This brief test helps employers learn what really drives, inspires, and worries different personality types, and builds more meaningful relationships. To that end, we will set up an employee candidate screening that will show the employer, with about 90+ percent accuracy, where they will shine and where they might struggle.  It’s also a good screening for your current team.

We are a bookkeeping firm, not an accounting firm, BUT we understand the flow of personal vs business expenses to prepare and provide your accountant with the necessary nitty-gritty to complete your tax return.  Rest assured that your detailed business data will be prepared accurately and timely when it’s handed off to the accountant.  This saves you money and the accountant’s sanity.  Important to maintain the accountant’s sanity!  With some smart planning, we can help minimize your tax bill.  And should the unfortunate situation arise, AN AUDIT, we collect all the necessary data and coordinate tasks with the accountant.

*Perfect Balance Bookkeeping does not prepare and file tax returns but will collaborate with CPA’s, Accountants, and other tax professionals, to provide financial data.

Payroll is a complicated beast!  There are important reasons to have PBB as the requisite interface with your payroll company. We seamlessly tailor your company's payroll needs.  And, boy, does that save you time to get back to doing what makes money.

Whether it is processing your payroll, handling HR’s chronic bothersome needs, setting up a proper digital or web-based time clock system, etcetera, we have your back, so you can uncross your eyes now. PBB uses what’s known as a universal payroll platform.**  It provides flexibility when deciding which financial firms you want to work with. 

More examples of our services:  Taking care of sensitive employee-related issues so the  business owner may remain neutral. Employee onboarding is detailed, necessary, time consuming and includes copious amounts of hiring paperwork*, time clock systems set up, coordinating in detail with Human Resources, provide detailed payroll reports (this should bring a smile of relief to your face and you uncross your eyes). Our platform stays current with the ever-changing HR laws that California is famous for.  We work with a strong outside payroll service that provides employees with access to their financial data. The payroll service we work with is highly respected.  It provides employees with access to their financial data.  Employers are relieved to have secure and safe data reporting.

And, finally, if we don’t have all the answers, we know where to get them from reliable sources.

*Employee onboarding form examples: W4, I9, direct deposit forms, emergency contact, meal waiver forms, employee handbook, sexual harassment course, etc.  lordy lordy a whole head full of paperwork!

**By working intimately with ADP payroll service you have the flexibility to move your payroll service if you decide you need to work with another bookkeeping  firm.

We have yet to meet Anyone who enjoys learning about paying CA sales taxes let alone the documentation that goes along with it. You included. Did you know that there are thirty seven! … yes, thirty seven different taxes and fees that CA provides for its population.  OMGosh! And then there’s how to know when to file and pay ON TIME.  

Whether you use a Point of Sale system (POS) or other money management programs we can  help you stay on top of your reporting and get it filed on time. If you are faced with a sales tax audit, we have the right resources to handle it for you.

Do you spend time wondering what the penalties are for filing late, once you find the form and formula for how to do it, and then actually do it !?  Well, that’s another specific reason you need PBB. We will get you set up and running smoothly.  WHEW!  You’re Welcome.

A well-organized estate is one of the most essential planning tasks you should do for yourself. And then it’s in place for decision-making down the road. 

PBB is pleased to extend its expertise to the management and administration of multiple estates owned by individuals… their homes, vacation homes, and the staff who take care of them. This includes handling any reporting requirements on time. This is essentially a basic property management service. AND, we bring twenty years of Quickbooks(r) efficiency to you.

Whether you are retired or marching toward that milestone, we provide financial management for your personal affairs. This allows you to budget your money so you can plan ahead with a retirement planning specialist. 

*Perfect Balance Bookkeeping does not prepare and file tax returns but will collaborate with CPA’s, Accountants, and other tax professionals, to provide financial data.

Have us do the mundane necessaries, and we will make sure your accountant can use the numbers provided to save you money and their sanity. It’s important to SAVE THE SANITY of your accountant. With some smart planning, we will minimize your tax bill and keep the accountant from getting fussy.

Accountants do what they do, which is to see your yearly financials as all twelve months. We handle your books on a monthly integrity basis that allows for more accuracy throughout the year vs as a whole. (please reach out to me for details).

*Perfect Balance Bookkeeping does not prepare and file tax returns but will collaborate with CPA’s, Accountants, and other tax professionals, to provide financial data.

As Controller Support, we provide account management and critical oversight to make sure the right policies and procedures are implemented. The result? Timely accurate financials you can trust. With controller support, we oversee the financial and management team while helping you analyze the monthly financial reports.

Your accounting system will be optimized to eliminate errors and inefficiencies. This helps improve cash flow management and deliver actionable insights for making data-driven decisions.