Accountants and Tax in Port St. Lucie
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Purrfectly Balanced Books LLC is an accounting business serving Port St. Lucie. Its listed city and ZIP are Port St. Lucie, Florida 34953. Its published phone number is (772) 206-0213.
Purrfectly Balanced Books LLC is a remote bookkeeping practice Megan Hansen founded in December 2024 and runs out of Port St. Lucie. She is a Certified QuickBooks ProAdvisor and holds the Intuit Bookkeeping Certification and the QuickBooks Online Certification Level 1. The practice is cloud-based, so clients work with her by phone, email, and shared QuickBooks access instead of in person, in Florida and across the rest of the country. Alignable members have left 10 recommendations and rate the business Highly Recommended, and the Better Business Bureau file opened in June 2025 carries an A rating.
Monthly bookkeeping covers categorizing income and expenses, reconciling bank and credit card accounts, expense tracking, accounts payable, payroll, and a monthly profit and loss statement and balance sheet. The year closes with a documentation packet the client's tax preparer can file from directly. Cleanup and catch-up handles the harder case: books untouched for months or years, a prior bookkeeper's work that needs reviewing, or records that have to be current before a tax deadline or a loan application. Hansen sorts, categorizes, and reconciles the backlog, corrects what is wrong, and returns reporting on what the numbers actually show. QuickBooks Online setup and ongoing maintenance come with either service.
Cleanup is quoted as a flat rate after a scope review, so the cost is fixed before any work starts. Consultations are free. The practice is built for owners who have outgrown spreadsheets and DIY bookkeeping but do not need a full accounting firm, and the stated approach is plain language with no judgment about how far behind the books have fallen. Reach Megan Hansen at 772-206-0213 or [email protected]. New inquiries get a response within one business day.
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Categorizing monthly income and expenses, reconciling bank and credit card accounts, expense tracking, accounts payable, payroll, and a monthly profit and loss statement and balance sheet. QuickBooks Online setup and maintenance are included, and the year closes with documentation prepared for the client's tax preparer.
No. This is a bookkeeping practice, not a tax preparation firm. It produces the reconciled records and year-end documentation a CPA or tax preparer files from, which is the work that usually makes their part faster and cheaper.
No. The cleanup and catch-up service covers a backlog of any length, including books that have not been touched in years. Historical transactions get sorted, categorized, and reconciled, prior bookkeeping is reviewed for errors, and reporting is delivered once the records are current.
Cleanup is a custom flat rate, quoted after Megan Hansen reviews how far behind the books are and how complex they are. The price is set before work begins rather than billed by the hour. Monthly bookkeeping is quoted per business, and no rates are published for either service.
No. The practice is cloud-based and works entirely remotely, serving small businesses throughout Florida and the rest of the United States. Records move through QuickBooks Online, so there is no in-person appointment to schedule.
QuickBooks Online. Megan Hansen is a Certified QuickBooks ProAdvisor and holds the QuickBooks Online Certification Level 1, and she handles setup, cleanup, and ongoing maintenance of the file.
Yes. Reviewing prior bookkeeping work for accuracy is part of the cleanup service, so a partial or inherited set of records is checked and corrected before the ongoing monthly work starts.
Certified QuickBooks ProAdvisor, the Intuit Bookkeeping Certification, and the QuickBooks Online Certification Level 1. Purrfectly Balanced Books LLC has been a registered Florida limited liability company since December 16, 2024, with Hansen as managing member, and holds an A rating with the Better Business Bureau.
Small business owners and entrepreneurs who have outgrown doing their own books but are not large enough to need a full accounting firm. That includes owners moving off spreadsheets for the first time and those handing off records they inherited or let slide.
Call or text 772-206-0213, email [email protected], or use the contact form at purrfectlybalancedbooks.com. Inquiries get a response within one business day, and the first step is a free consultation to scope the work.
