Perfect Balance is a virtual bookkeeping and accounting service led by Carissa, supporting entrepreneurs, real estate agents, and small businesses across the United States. The business combines cloud-based technology with personal, one-on-one relationships to help clients understand their finances and manage the financial side of running a business. Services range from day-to-day bookkeeping and account reconciliation to full-cycle accounting, financial reporting, and analysis.

Clients can also request general ledger maintenance, accounts payable and receivable support, payroll, online bill payment, expense management, budgeting, cash-flow projections, and consulting. Perfect Balance prepares reports such as balance sheets, income statements, cash-flow statements, and accounts receivable and payable aging reports. It also offers historical bookkeeping cleanup, management reporting, financial statement preparation, and QuickBooks training.

The process involves clients submitting statements and documents online, after which transactions are recorded and reconciled using QuickBooks Online; requested reports can then be reviewed together. Monthly packages use flat-rate pricing, with options for different business needs, and include online document management and support by phone, email, or video