Owner, Perfect Balance Accounting Services LLC
How Long have you been with Perfect Balance Accounting?
I opened the business in July 2010
Do you have a specialty?
I am the Jill of all trades here. I need to know how the books work, how to fix transactions, how to help customers with their bookkeeping questions – then understand how that relates to taxes and tax law. How the tax software works etc… And this is before my first cup of coffee. Then I can get out there shovel the snow, fix a monitor that did not work, then and scrub a toilet. Yup – this is what a private business owner does 🙂
How many years of experience do you have in this field/position?
Over 10 years.
What other types of jobs have you had?
Sales, systems, marketing, manufacturing, accounting – was on the team that designed, developed, texted and implemented an accounting system for dealers while at Case.
- Undergraduate Degree in Business from UW Parkside
- Graduate Degree – MBA in Business from Keller Graduate School of Management.
Other Certifications, or Continued Learning?
- Project Management Professional (PMP) certification
- Master Bookkeeper certification
- QuickBooks Pro Advisor
- Racine Founders Rotary Club
- BNI Strictly Business.
I’ve been married for almost 38 yrs ( June 2018) to David DeGroot. We have a beautiful 3 year old solid white German Sheperd named Daisy, who is also our business mascot. If you ever stop into our office, you have a great chance of meeting her.
What are some of your hobbies?
Travel – Class B motorhome camping style. Hiking, biking, ATV riding. Horses – I own one, see him 2 times a week for much needed horse therapy! Photography – would love to retire and take landscape images to sell.
Live in Mount Pleasant for the past 20 yrs. Prior to that Village of Elmwood Park for 15 years, the balance of my life on this earth was spent in the City of Racine. So I have lived my entire life in Racine County.
Name something that people don’t know about you?
My grandfather was the author of the red book and blue book of coins. They called him Mr. Redbooks – pen name RS Yeoman. I have many of the books.
Do you volunteer or work with any particular charity or organization?
Namaste Equine Rescue – http://www.namasteequinerescue.org/ Books and Taxes and fundraising and of course working with the horses 🙂
Veterans Outreach of Wisconsin – Taxes
Do you have a long term goal?
To retire in Winter Park Colorado!!! Enjoy the beautiful out of doors as much as possible.
“God let me accept the things I can’t change, courage to change things I can & the wisdom to know the difference.”
Meet the rest of our staff!
Diane Hessesnius, Senior Tax Preparer
Melissa Vela, Senior Accountant
Christine Barber, Office Manager
Julie Rodriguez, Bookkeeper / Tax Assistant
Tammy Wishau, Bookkeeper