Southeastern Wisconsin Accounting Services

Perfect Balance Accounting is genuinely interested in your business’s success; we are also dedicated to providing you with a broad variety of business accounting services at a very affordable price, specializing in businesses in the Racine, Milwaukee, and Kenosha areas, among others.

We want you to feel like you are our only client. If you have a priority, it becomes our priority, and we will quickly supply the answers you need to run your business profitably. Regardless of company size, our clients should expect our utmost attention.

In working with us, you have access to all the resources of a full-service accounting provider. We have the capacity to fulfill virtually all of your accounting needs; and if we can’t we will connect you with professionals who can.

Don’t wait another day to partner with Perfect Balance Accounting to make your business more successful. Do what you love to do more; let us take care of the rest. Call now for a free, no-obligation consultation.

Our services include:

  • Accounting Software
  • Bank Reconciliations
  • Bookkeeping Services
  • Budgeting
  • Business Consulting
  • Cash Flow Management
  • Conversions from Manual to Automated Systems
  • Financial Analysis
  • Financial Statement Preparation
  • Full-charge Bookkeeping
  • General Ledger Preparation
  • Loan Application Preparation
  • Payroll Services
  • Preparation of Unemployment Forms
  • Loan Package Preparation
  • Monthly Closings
  • Fixed assets accounting & depreciation
  • Monthly financial analysis and reports
  • Yearly Business Assessments
  • and more

Accounting Software Selection & Implementation

There is no shortage of accounting software solutions for your business. Software as a service (SaaS), cloud computing, and other technological innovations are adding more dimensions to technology decisions. Choosing the right solution that will meet the needs of your business now and in the future while also providing a necessary level of security is crucial. We can analyze the nature of your business and financial transactions, current technology, future business plans and emerging needs to identify and implement a software solution that is flexible enough to grow and change with your business.

Bank Reconciliations

When owning a business, money is going in and out of your accounts all the time. It is highly recommended to perform bank reconciliations for each of your accounts. Bank Reconciliation is the process of verifying each of the transactions for your bank account and ensuring that the money being taken out equals the amount that was recorded in your books and backed up by receipts. This also helps keep track of all deposits and your current balance. Using a third party for bank reconciliation is a great way to catch any issues with fraud and prevent any transaction mistakes.


If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, we can provide comprehensive bookkeeping and write-up services to ensure the smooth operation of the financial side of your business. As your business needs grow and change, we can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs. By having proper bookkeeping, you will have a better understanding on where you stand currently and which financial decisions to make to keep your company successful.


By creating a budget for each of your company’s variable expenses or expense categories, you will be able to keep track of your balance and plan on how much more you have to spend for that category. Budgeting includes keeping track of your actual income and expenses as well to ensure they are staying within the plans set forth. Your budget will help when deciding to spend/invest and what financial goals to set for your company as well.

Business Consulting

As a true business partner, we are available to help you deal with any business problem or opportunity. We stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you face questions related to expanding, selling or restructuring your business, we have the necessary business acumen and analytical capabilities to help you make the right decisions.

Cash Flow Management

Managing the cash flow of your business will allow you to predict the future balance of your accounts and stay in the black. By tracking and analyzing your cash flow, you will also be able to detect any differences in month-to-month spending or income. This can also help you understand any changes that need to be made with accounts receivable practices to ensure your clients are paying their invoices on time. Staying on top of your cash flow and projecting into the future will help ensure that there is sufficient cash available to pay your bills when they are due.

Conversions from Manual to Automated Systems

A business converting from a manual to an automated system can be a difficult and lengthy process, but completely worth the investment. Many businesses start off with a manual system, but over time will convert to an automated system as they grow. Making the switch to an automated system can help save lots of time and money and prevent many of the mistakes that you could experience using a manual system. By taking all of your physical documents and transferring them into a digital version, you can create a better and easier system for you and your employees to continue tracking your business’s finances and paying your bills.

Financial Analysis

When a business is able to undertake strong financial analysis, it opens up new opportunities to improve management, planning and decision making. Financial analysis provides the numbers to support, reject or contemplate a course of action. Prospective analysis can show how situations may evolve under various scenarios, providing a new dimension to decision making. We are ready to provide this type of financial analysis to support the continue prosperity of your business.

Financial Statement Preparation

Financial statements are an important tool for management when making decisions. Financial statements also represent your business to lenders, partners, potential buyers and other interested parties. We will work closely with your key personnel in gathering the proper documents to develop and finalize accurate and timely financial statements. This preparation can be made easier if we are also involved in your day-to-day bookkeeping and the implementation of your accounting software.

Full-Charge Bookkeeping

With our professional staff, we can perform all your accounting and bookkeeping needs for any type of business. We will manage all your business’s accounting needs in a professional and well-organized way. If you’re in search of someone to handle all your financial statements, tax returns, recording of complex transactions, and processing timesheets and payroll, you have come to the right place. We will work alongside you and any upper management to ensure we are all on the same page and every task is being met.

General Ledger Preparation

Let us prepare and manage your record-keeping system for your company’s financial data. We will manage all your financial transaction records to then have the correct numbers when preparing the proper financial statements. The transaction data that we collect from your business will be organized in the general ledger under separate accounts for assets, liabilities, owners’ equity, revenues, and expenses. All these records are extremely important for completing a general ledger correctly, which then will be used to create your business’ financial statements.

Loan Application Preparation

Looking to apply for a loan can become overwhelming. That is why we are here to help. To prepare yourself for the business loan process, you’ll need to take the proper steps to ensure a greater chance of receiving approval. Our team of professionals can guide you in gathering and providing the right data and documents to give you a better chance in having your loan application being approved. Some steps will include, building a strong credit score, having your business finances in order, following a fully detailed business plan, etc. We will help you prepare for any type of loan you are looking to request.

Payroll Services

Managing the payroll for any number of staff can be a very time-consuming obligation when running a business. There are a fair number of tasks that you need to stay on top of daily. From calculating payroll, tax obligations, insurance payments, and much more, there is no room for error. If you are looking for assistance with your payroll duties, we offer payroll services that will take a lot of weight off your shoulders.

Preparation of Unemployment Forms

During times like these, unemployment has helped many people in desperate need. Not having stable income can really cause lots of stress for former employees. That is why it is important to ensure that you are paying the right amount to unemployment. We offer services to help you prepare before submitting your unemployment forms. This will lead to proper reporting of employment and wage information to ensure you are covered and paying the correct tax liability.

Loan Package Preparation

When getting ready to assemble your Loan Package, it will require lots of paperwork. This paperwork is required by your loan lender, to help you with finalizing your loan’s details such as product type, down payment, interest rate and more. When you partner with Perfect Balance, we will work with your lender and help with the process of gathering the necessary paperwork to develop your Loan Package to then review, sign and submit.

Monthly Closings

Closings are the process of ensuring a company’s monthly financial statements are compliant with their accounting methods. This involves managing all transactions within the company during the month and ensure that they were recorded and reported in your financial statements. Let Perfect Balance help manage your transactions inventory, per month, giving you extra time to successfully run your business. We also review your financial statements before they are distributed and investigate any previous months that may show differences in your normal percentages.

Fixed Assets Accounting & Depreciation

Fixed assets are your company’s tangible assets that are used to produce goods or services for your business. As you use them the value of your fixed assets will start to decrease, like buildings, machinery, and office equipment. Depreciation is the allocation of the acquisition cost of a fixed asset caused by a decrease in its value. There are two factors that affect the depreciation of fixed assets which are the physical factor and functional factor. We can help make sure that you are properly depreciating your assets over time to accurately report the value of your assets.

Monthly Financial Analysis and Reports

It is essential to analyze your monthly financial reports. With them, you can learn all the ins and outs of your company’s financial situation. A financial report consists of all your income, profits, assets, investments, etc. When you partner with Perfect Balance, we can assist you in managing and developing your financial analysis and reports. With our professional experience, you will be able to identify areas of your company that are proficient, need improvement, or even should be eliminated.

Yearly Business Assessments

Analyzing your key performance indicators (KPIs) will allow you to accurately report your current revenue and profitability to determine if you are in alignment with your company’s goals and vision. We will help you in collecting the precise data to finalize the yearly report to then review and determine what changes should be made for the following year. After developing a 12-month plan, you will be steered in the direction of profitability enhancement for your company.