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YOUR TRUSTED PARTNER IN FINANCIAL SUCCESS

Bookkeeper Oath

I pledge to act with honesty, objectivity, confidentiality, and professionalism in every interaction. With integrity as my guide, I will serve my clients to the best of my ability, ensuring their trust and success remain my highest priorities.

About Me

Hi there!

 

I’m Felicia, the founder of Perfect Record Bookkeeping Solutions, and I’m so glad you’re here. I’ve always believed that financial clarity is the foundation for success, and I’m passionate about helping small businesses, entrepreneurs, and individuals achieve it.

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My journey into bookkeeping wasn’t a straight path—it came from years of learning, overcoming challenges, and realizing just how powerful good financial management can be. Along the way, I became a certified Bookkeeping Specialist, QuickBooks ProAdvisor, Xero-certified professional, Freshbooks Accounting partner, and Gusto People Advisor. But more than the certifications, I pride myself on bringing integrity, professionalism, and a personal touch to everything I do.

 

I know firsthand how overwhelming managing finances can feel, especially when you’re trying to grow a business or balance a busy life. That’s why I’ve made it my mission to take the stress out of bookkeeping, payroll, and tax preparation. My goal is to provide practical solutions that fit your needs so you can focus on what you do best.

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Outside of bookkeeping, I’m a writer, homeschooler, and dreamer at heart. I love creating content that inspires and uplifts, and I’m always looking for ways to encourage others to pursue their goals. I believe that with the right tools and support, there’s no limit to what we can achieve.

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If you’re looking for a bookkeeper who’s dedicated, approachable, and truly invested in your success, I’d love to connect and see how I can help!

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  • What bookkeeping services do you offer?
    Our services include income and expense categorization, financial reporting, bank reconciliations, payroll processing, and tax preparation.
  • What types of businesses do you work with?
    We work with individuals, small businesses, startups, freelancers, property owners, and property managers, and most service-based industries.
  • How do I get started with your services?
    You can contact us via our website, email, or phone to schedule a consultation. We'll assess your needs and recommend the best service package for your business.
  • Do you offer a free consultation?
    Yes, we offer an initial consultation to understand your needs and determine how we can best support your business.
  • What do you need from me to get started?
    We’ll need access to your financial records, such as bank statements, invoices, receipts, and any accounting software you currently use.
  • Can you help clean up my old financial records?
    Yes, we offer cleanup services for disorganized or outdated books to get your finances back on track.
  • How often will you update my books?
    We provide weekly, monthly, or quarterly updates, depending on your needs.
  • Do I need to use specific accounting software?
    Our team works with accounting software used by most small businesses and entrepreneurs, including QuickBooks Online, Xero, FreshBooks, and WaveApps. We can adapt to your current setup or we can migrate your data into accounting software of your choice.
  • Can you help with tax preparation?
    Yes, we offer tax preparation services, including filing business and personal taxes while ensuring compliance with tax laws and IRS regulations.
  • Do you handle sales tax filings?
    Yes, we can assist with tracking and filing sales taxes based on your state and business needs.
  • How much do your services cost?
    Our pricing depends on the scope of services required. Contact us for a personalized quote.
  • Do you offer hourly or flat-rate pricing?
    We offer flat-rate pricing for bundled service packages and hourly pricing for individual services, depending on your preferences and the services needed.
  • What happens if I get audited by the IRS?
    We can assist by providing accurate financial records and reports to support your case during an audit.
  • Do you offer payroll services?
    Yes, we process payroll, handle tax filings, and ensure compliance with applicable laws.
  • Can I cancel your services at any time?
    Yes, you can cancel our services with prior notice as outlined in our Terms of Service.
  • What if I have more questions?
    Feel free to contact us directly—we’re happy to help!
  • How do you protect my sensitive personal and financial information?
    We use secure platforms, encryption, and industry-standard security measures to ensure your data is protected.
  • Will my information remain confidential?
    Absolutely. We follow strict confidentiality protocols and do not share your information without your explicit consent.
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