About Our CPA-Led Bookkeeping Firm in Columbus
Our Story & Mission
For more than 28 years, Perfect Balance has been helping businesses across Columbus keep their finances clear, accurate, and reliable.
What started as a one-person bookkeeping firm has grown into a CPA-run team dedicated to turning financial records into meaningful insights. Our philosophy is simple: books should tell the story of your business, not just record transactions. By focusing solely on bookkeeping and related support—not tax prep distractions—we give our clients the clarity they need to make confident decisions.
Our clients often come to us with messy, incomplete, or outdated books. We step in, clean things up, and bring order to the chaos so their books are audit-ready and usable for real business decisions.
Choosing the right bookkeeping firm can feel overwhelming. Here’s why businesses across Columbus and Central Ohio turn to Perfect Balance:
- CPA-led oversight ensures accuracy all year long
- Focus only on bookkeeping, not distractions from tax season
- Industry-specific expertise in medical, nonprofit, service, and retail businesses
- Flexible back-office support, often in less than 20 hours per week
- Personal relationships and long-term commitment to clients
- Continuity and reliability—no turnover headaches
Meet the Founder & Team
Perfect Balance was founded by Sue, a licensed CPA with decades of experience working with businesses across industries. Backed by QuickBooks ProAdvisors and bookkeeping experts who’ve been part of the team for 15 years or more, our staff is here for the long run. That consistency means clients don’t have to retrain new bookkeepers every year—they can rely on a steady partner who understands their numbers inside and out.
FAQs About Our Services
What size businesses do you work with?
We primarily support small to mid-sized businesses that need part-time back-office help, often under 20 hours per week.
How are you different from a traditional accounting firm?
We focus only on bookkeeping and controller-level services—not taxes—so our time and attention stay on your books year-round.
Do you work with nonprofits or specialized industries?
Yes. Our team has long-term expertise in industries such as nonprofits, medical practices, and service businesses across Ohio.
Community & Credentials
Perfect Balance is deeply connected to the Columbus business community, supporting entrepreneurs, nonprofits, and growing companies throughout Ohio. Our team holds QuickBooks certifications, CPA licensing, and professional bookkeeping credentials, ensuring that every client benefits from expertise they can trust. From the Short North to Dublin and Westerville, we’re proud to serve local businesses with professionalism and care.