Perfect Bookkeepers and Tax Consultants

• Professional bookkeeping and tax consulting firm serving small businesses, self-employed individuals, and other professionals across the USA.
• Based in Dallas, Texas, with additional presence in Richardson and the wider DFW area.
• Backed by over 20 years of experience in accounting, bookkeeping, payroll, and taxation.
• Focused on keeping clients organized, compliant, and ready for growth while helping them avoid penalties and maximize legitimate tax refunds.

Certifications and memberships

• QuickBooks Online Level 1 and Level 2 certified.
• QuickBooks ProAdvisor Gold.
• QuickBooks Payroll certified.
• QuickBooks Desktop experience.
• Member of the Canadian Bookkeepers Association.

Leadership

• Led by Sheeba Elizabeth, who:
• Has over 20 years of accounting and bookkeeping experience.
• Values integrity, professionalism, and client service.
• Is personally involved with client engagements rather than delegating everything to junior staff.

Who we serve

Perfect Bookkeepers and Tax Consultants works with a wide range of clients, including:

• Individual taxpayers (including students, seniors, new immigrants, and self-employed individuals).
• Small business owners across many industries (restaurants, auto dealerships, retail, technology, and more).
• Healthcare professionals (doctors, dentists, optometrists, chiropractors, veterinarians, pharmacists, physiotherapists, and others).
• Legal professionals (lawyers, paralegals, immigration consultants, and related fields).
• Self‑employed professionals and sales agents (real estate, mortgage, insurance, and others).
• IT professionals and consultants.
• Construction contractors and trades.
• Real estate investors and business owners.
• Other service professionals, such as taxi, Uber, Lyft, limousine and truck drivers, barbers, and beauticians.

Core focus

The firm's focus is to provide stress‑free, accurate, and compliant financial management so that clients can concentrate on running and growing their businesses while staying tax‑ready and organized.

Business planning services are designed to:

• Identify the true drivers of profit in a business.
• Highlight unprofitable services, customers, or projects.
• Reduce unnecessary costs without harming growth.
• Improve cash flow visibility and stability.
• Align financial strategy with the owner's long‑term goals.

Key business planning services

The website describes several planning and advisory services:

• Financial analysis and forecasting
• Regular financial statements, cash‑flow projections, and profitability analysis by project, client, or service line.
• Variance analysis comparing actual results to forecasts.

• Growth planning and business projections
• Multi‑year financial projections aligned with the owner's growth or stability objectives.
• Planning for staffing levels, revenue targets, and cash needs tied to expansion plans.

• Profit improvement strategies
• Detailed review of the profit and loss statement to locate cost‑reduction opportunities.
• Recommendations on pricing, service bundling, or discontinuation of low‑margin offerings.
• Identification of high‑value customer segments and services.

• International and cross‑border tax planning (US–Canada focus)
• Support for foreign businesses entering the US or US businesses expanding internationally, with an emphasis on US–Canada structures.
• Guidance on entity structure, tax treaty considerations, investment structures, and necessary compliance.

• Tax optimization within planning
• Year‑round review of tax implications tied to the business plan.
• Recommendations on entity choice (for example, S‑Corp vs. LLC vs. C‑Corp) and timing of major purchases to optimize depreciation and tax impact.

How the planning process works

Typical steps described on the website include:

1. Assessment – Review of recent financial history (commonly the last 2–3 years) to understand profit trends and current challenges.
2. Strategy session – Discussion of owner goals (growth, profit, exit, stability) and prioritization of key opportunities.
3. Plan creation – Development of specific strategies for the top opportunities, such as tax planning, pricing changes, or cost reduction initiatives.
4. Implementation support – Ongoing monitoring and adjustments as the business puts recommendations into practice.
5. Ongoing reviews – Monthly reporting and quarterly review calls to compare actual performance against the plan and revise as needed.

Business planning engagements are customized to each client. Prospective clients should request a consultation to discuss their goals, current financial position, and any cross‑border or international considerations.

Perfect Bookkeepers provides tax services for individuals and businesses, including US–Canada cross‑border situations.

Ongoing tax and compliance services

The website describes the following recurring tax‑related services:

• Monthly bookkeeping packages (tax‑ready records)
• Online bookkeeping designed to keep records organized and ready for tax filing.
• Sales tax tracking and sales tax return preparation where required.
• Corporate/business tax preparation and financial statements.

• Personal income tax returns (Form 1040)
• Preparation of individual US tax returns, including for self‑employed individuals and partnerships.
• Includes related schedules such as Schedule C for sole proprietors and other applicable forms.

• Self‑employed business tax returns (Schedule C)
• Tax preparation for freelancers, consultants, independent contractors, and other self‑employed individuals.

• Corporate and business tax returns
• Filing of corporate tax returns (Form 1120) and S‑corporation returns (Form 1120S).
• Tax services for LLCs and other business entities, with attention to both federal and applicable state requirements.

• Sales tax and state‑specific filings
• Preparation and filing of applicable state sales tax returns and other state or local tax filings tied to a client's operations.

• Payroll processing and payroll tax filing
• Payroll services including calculation of wages and deductions.
• Year‑end reporting such as Forms W‑2 and 1099, along with required IRS submissions related to employee compensation.

Tax planning and minimization

• Year‑round tax planning aimed at minimizing tax liabilities within legal guidelines.
• Strategic advice on business structure, timing of purchases, and use of available deductions.
• Coordination of planning with bookkeeping and accounting services so the financial records support the tax strategy.

Cross‑border and international tax services

• Cross‑border tax filing for Canadians moving to the USA and others with US–Canada connections.
• Assistance with tax compliance in multiple jurisdictions, including selection of appropriate entity structures and use of treaty benefits where applicable, as described on the website.

IRS audit facilitation

• Assistance responding to IRS audit notices and inquiries.
• Help preparing, organizing, and presenting requested financial records.
• Support throughout the audit process to reduce errors and resolve issues efficiently.

For specific tax situations, clients are encouraged to discuss details directly with the firm so that filings and planning can be tailored to their circumstances.

Office locations

• Dallas office (North Dallas / Central Expressway)

6060 N Central Expy, Ste. 527, Dallas, TX 75206 Tel: 469-654-1253

• Richardson office

2435 N Central Expy, Ste. 1269, Richardson, TX 75080 Tel: 469-936-7723

Service areas

Perfect Bookkeepers and Tax Consultants serves:

• Dallas, Richardson, Uptown, and the broader Dallas–Fort Worth (DFW) area.
• Small businesses, professionals, and individuals across the USA through virtual/online services.
• Cross‑border clients with US–Canada tax and bookkeeping needs (for example, Canadians moving to the USA or operating across both countries).

How to get in touch

Clients can contact the firm by phone or email to discuss bookkeeping, accounting, tax, payroll, or business planning needs, or to request a consultation. Online/virtual meetings are available for clients who are not local to the Dallas–Fort Worth area.

Lists Central, Dallas, Fort Worth, Richardson, Uptown, and Elizabeth as a location. Names Texas, United States, Dallas, and Fort Worth as a service area. Areas beyond these are not published.

Accounting services build on bookkeeping data to provide analysis, reporting, and guidance. The website describes the following key components:

• Financial reporting
• Monthly and annual financial statements (profit and loss, balance sheet, cash‑flow statement).
• Reporting suitable for tax filing, bank loans, investors, and internal planning.

• Tax planning and compliance
• Year‑round tax strategy rather than only filing returns at year‑end.
• Identification of deductions, optimization of business structure, and guidance on timing of major purchases.
• Focus on reducing tax liability within legal rules.

• Cash‑flow forecasting
• Projection of cash position (for example, over the next 12 months).
• Helps plan for payroll, equipment purchases, and growth investments.

• Expense and profitability analysis
• Review of expenses to identify cost‑saving opportunities.
• Analysis of profitability by product, project, customer segment, or location.
• Identification of where the business makes or loses money.

• Business advisory services
• Guidance on hiring plans, pricing strategies, market expansion, and choice of entity type (such as sole proprietor, LLC, or S‑Corp).
• Support with retirement planning and longer‑term growth decisions.

• Financial organization and cleanup
• Organizing prior‑year data, correcting mis‑categorizations, and reconciling accounts.
• Creating systems and processes so financial data remains accurate going forward.

• QuickBooks setup and training
• Implementation of QuickBooks Online, including integration with bank feeds.
• Training on how to use the software effectively so clients can view key financial information themselves.

Industries served

Accounting services are tailored for:

• E‑commerce and online sellers.
• Service‑based businesses (consulting, agencies, salons, professional services, and similar).
• Real estate professionals and investors.
• Construction and contracting businesses.
• Retail businesses, restaurants, fitness studios, and similar operations.
• Nonprofits, manufacturing, and distribution businesses, as described on the website.

Accounting pricing ranges

The website describes these typical investment ranges (actual fees depend on size, complexity, and scope):

• Ongoing monthly accounting (added to bookkeeping)

Approx. $150–$300 per month in addition to bookkeeping services. Includes financial analysis, profitability coaching, growth planning, tax strategy consultation, and business structure advice.

• Bookkeeping + accounting bundle

Approx. $400–$1,500 per month. Comprehensive financial management that typically includes bookkeeping, accounting, tax planning, quarterly reviews, and monthly strategy calls.

• Standalone tax planning

Approx. $200–$500 per quarter. Year‑round tax optimization for businesses that do not require full bookkeeping support.

• Initial consultation

The site describes a free 30‑minute initial consultation for accounting services, used to assess the situation, answer questions, recommend needed services, and provide a custom quote.

For an exact proposal, prospective clients should schedule a consultation and provide details about their business structure, transaction volume, and goals.

Perfect Bookkeepers provides bookkeeping services for small businesses, ecommerce sellers, contractors, real estate professionals, and other service‑based companies in Dallas, Richardson, and the wider DFW area.

What bookkeeping services include

Bookkeeping services are designed to keep business finances accurate, organized, and tax‑ready. Core services include:

• Bank reconciliation and transaction recording
• Daily or frequent reconciliation of bank and credit card accounts.
• Categorization, matching, and verification of each transaction in QuickBooks.
• Ensures books remain current and accurate.

• Payroll coordination
• Coordination with the client's payroll service if employees are present.
• Ensures payroll data ties properly to the bookkeeping records.

• Monthly financial statements
• Profit and loss statements, balance sheets, and cash‑flow reports prepared on a monthly basis.
• Helps owners understand profitability and cash position, not just at year‑end.

• Professional tax preparation support
• Organized and reconciled books to support smooth tax filing.
• Minimizes last‑minute questions and missing documents at tax time.

• Tax deduction review
• Systematic review of transactions to identify deductible expenses such as meals, mileage, home office, equipment, and professional fees.
• Aims to reduce missed deductions.

• QuickBooks management and support
• Setup and ongoing management of QuickBooks Online.
• Use of QuickBooks certifications (Level 1, Level 2, ProAdvisor Gold, Payroll) to configure and optimize the system.
• Integration with bank feeds so data flows automatically.

• Quarterly business reviews
• Periodic reviews of financial results with the owner.
• Discussion of what is working, where costs are rising, and how profit margins are trending.

Industry specializations

The bookkeeping team has experience with:

• E‑commerce and online selling (e.g., Amazon FBA, Shopify, multi‑channel sellers) including inventory accounting, marketplace sales tax, refunds, and cost of goods sold.
• Contractors and construction including job costing, equipment depreciation, subcontractor payments, and material tracking.
• Real estate professionals including commission tracking, property expenses, capital improvements vs. repairs, and depreciation schedules.
• Service‑based businesses such as consultants, agencies, and professional practices, including project profitability and billable time tracking.

Bookkeeping pricing ranges

Actual fees depend on transaction volume, number of employees, complexity, and whether cleanup work is required. The website describes the following typical ranges:

• Micro business (solo proprietor, minimal transactions, largely self‑managed):

Approx. $300–$500 per month.

• Small business (about 1–5 employees, roughly 50–200 transactions per month, basic payroll coordination):

Approx. $400–$800 per month.

• Growing business (about 5–10 employees, 200+ monthly transactions, full payroll integration, monthly strategy calls):

Approx. $800–$1,500 per month.

• Bookkeeping cleanup projects (bringing past years' records up to date and tax‑ready):

Approx. $3,000–$8,000 over roughly 3–6 months, depending on years of backlog and complexity.

All bookkeeping packages include monthly financial statements, quarterly business reviews, email support, and a defined response time as described on the website.

For an exact quote, clients are encouraged to request a consultation and provide details about their business size, number of accounts, and current bookkeeping status.

Perfect Bookkeepers offers consultations and simple financial recording tools as described on the website.

Standard consultation offerings

• Half‑hour consultation
• Duration: 30 minutes.
• Listed fee: $125.
• Used for focused questions about bookkeeping, accounting, or tax matters.

• Initial consultations for ongoing services
• On some service pages (such as accounting and bookkeeping), the website describes a free 30‑minute initial consultation used to assess the client's situation, answer questions, and provide a custom quote (noted as a $125 value).
• Availability of free initial consultations may depend on the service and current offers.

Income and expense recording tools

The website lists the following one‑on‑one tool sessions:

• Income and Expense Recording tool for sole proprietors
• Duration: 1 hour.
• Listed fee: $75.

• Income and Expense Recording tool for corporations
• Duration: 1 hour.
• Listed fee: $150.

These sessions are designed to help business owners set up or improve simple income and expense tracking processes.

Discounts and promotions mentioned on the website

• The site notes that subscribers to the email list may receive a 10% discount on consultation offers mentioned in the subscription section.
• Specific promotions and discounts may change over time; clients should confirm current offers when they book.

How to schedule

• Consultations and tool sessions can be requested by contacting the firm via phone or email using the contact details in the contact document.
• In addition, the website provides "Book Now" links for some listed services; availability and scheduling options are managed by the firm and may change over time.

Ask anyway — the agent will say plainly that it is not published rather than guess.