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Perfect Balance Accounting

Perfect Balance Accounting

Reviews Summary

Perfect Balance Accounting receives consistently outstanding reviews for their professionalism, reliability, and exceptional service. Clients praise their responsiveness, attention to detail, and ability to simplify financial management, allowing businesses to focus on core operations. Their team is described as knowledgeable, friendly, and proactive, offering affordable solutions tailored to small businesses and non-profits. Many highlight long-term satisfaction, emphasizing their transparency, timely support, and family-like treatment. The consensus is clear: Perfect Balance delivers top-notch accounting services with a personal touch, making them a highly recommended choice.

About This Listing

Bookkeeping
Financial Statements
Payroll
Tax Preparation
Budgeting
Forecasting
Outsourced Accounting
Small Businesses
Non-profits
QuickBooks

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Financial Statements
Payroll
Tax Preparation
Budgeting
Forecasting
Outsourced Accounting
Small Businesses
Non-profits
QuickBooks

Contact Information

Address

2470 E Main St # 200

Columbus, Ohio 43209

Visit Website Call Now Get Directions

Hours

Monday 8:30AM-4:30PM
Tuesday 8:30AM-4:30PM
Wednesday 8:30AM-4:30PM
Thursday 8:30AM-4:30PM
Friday 8:30AM-4:30PM
Saturday Closed
Sunday Closed

Customer Reviews

I have known Perfect Balance Accounting since 2009 through clients in common for our respective industries. To say Sue Schnitz and her staff are consistent, transparent, respond quickly to inquiries and provide a phenomenal service is an understatement. In 2019, I became one of Sue's clients when I started my own company and she has exceeded my expectations. I am not one of Perfect Balance's biggest clients, but I get treated like I am part of their family. I highly recommend their services.

Perfect Balance has handled the accounting for our non-profit for years. They handle every financial detail with excellence. They also helped us find a CPA to handle our 990s and audits/reviews. They are always kind, gracious and timely. They are also affordable which is important for small non-profits and/or businesses. We are so grateful for their services and give them the highest recommendation. Best decision we made was to outsource our finances to Perfect Balance.

I have worked with Perfect Balance for nearly 25 years. Sue and my account rep, Amy Davis, are amazing. They are knowledgeable and accessible and make my life easier by allowing me to focus on my core business while putting the heavy lifting of billing and balancing accounts in their very capable hands. They are a vital part of my business.

Our experience with Perfect Balance has been nothing short of exceptional. They are not only professional but communicative and proactive in keeping our books and ensuring we are in compliance. We so appreciated Sue and Jenni for their great work and help. Paul Demboski CFO Certified Real Estate, Inc.

Sue and her team do an amazing job! I can always count on them for expert guidance and excellent work. They provide great support and allow me to focus on running my business while giving me a clear picture of my financials at all times. Highly recommend them!

I have enjoyed the bill paying support of Perfect Balance for many years at the recommendation of my Financial Advisor. I appreciate the wonderful support and the ability to create a detailed monthly/annual summary (by category) of how my expenses are spent.

When others failed to properly manage my account I turned to PerfectBalance. So glad we did. Their pricing is low and has saved my company much more money than they charge us. My only regret is we didn?t change to them sooner. Very professional and always available with a smile

I have had the pleasure of working with Perfect balance as Treasurer of Intercoifure America/ Canada for two terms I couldn't be more satisfied with their services Their professionalism is top notch and they consistently respond quickly whenever we had questions or need assistance. I highly recommend Perfect Balance Accounting for anyone looking for Reliable and efficient accounting services. Salvatore Minardi

My wife and I have several small LLC businesses. We had been doing the bookkeeping as "DIY" for serveral years but soon found after adding the third LLC this was not manageable. Perfect Balance Accounting met our needs and beyond. Professional, friendly, timely, attention to detail and very customer service focused. Would highly recommend this accouting firm .

I've been a customer for years due to their professionalism and quality of work. Ashley has been great to work with and I plan on staying with Perfect Balance for the long term.

Perfect balance has taken great care of my bookkeeping needs. they are careful, ask good questions, and stay on schedule. Lynn

I have been a client for many years. The two persons helping me with my bookkeeping are uniformaly responsive, kind, patient and accurate. I recommend this service without reservation.

We have used Prefect Balance for over 20 years and have had great a experience as well as being very competitively priced in this space.

Great office staff that have assisted with my personal and business accounts for over 20 years. Highly recommended professional office.

Really enjoy working with Teri, Sue, & the rest of the team at Perfect Balance

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.