Bookkeeping Services

Let's customize a solution to regain control of your books

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Software Setup and Training

Whether you're just starting out or have been using your software a while, we can help you ensure you're get the most out of it.  As a QuickBooks® Advanced Certified ProAdvisor and Xero® Certified Partner, I'm a trained expert capable of providing individualized advice and guidance to improve your business.

Book Inspection

I'll perform a detailed inspection of your existing books, identify areas of improvement and work with you to develop an action plan to get back on track.

Making Notes

I offer a variety of bookkeeping and software services to customize a solution that's right for your business.

 

Monthly Bookkeeping Plans

Active

Starting at $250 per month

Best option if you want basic bookkeeping services

Monthly transaction classification
Monthly deposit recording
Monthly reconciliations
Monthly financial reports
Accounting software subscription
Receipt management
24 hour e-mail responses

Preemptive

Starting at $550 per month

Best option if you want to explore and define how your business is really doing

Weekly transaction classification
Weekly deposit recording
Monthly reconciliations
Accounts payable management
Accounts receivable management
Monthly financial reports
Monthly financial report analysis
One-on-One software training (up to 1 hour per month)
Accounting software subscription
Receipt management
18 hour e-mail responses

Advanced

Starting at $750 per month

Best option if you want to optimize your business and plan for the future

Weekly transaction classification
Weekly deposit recording
Monthly reconciliations
Accounts payable management
Accounts receivable management
Monthly financial reports
Monthly financial report analysis
Budget development and tracking
Cash flow analysis and projections
One-on-One software training (up to 1 hour per month)
Accounting software subscription
Receipt management
12 hour e-mail support

 

Monthly Add-On Services

Further customize your solution by adding any of the following services

 

Bill Pay

With your approval, I'll track and pay your bills on-time.

Invoicing

I'll help you get paid faster by invoicing your customers quickly.

Project Management

I'll help you track project income and expenses to determine profitability by project.

Payroll

I'll help you process your payroll, manage employee changes, and file W-2s.

Not sure which solution is right for your business? 
Let's schedule a time to chat and figure it out.

 

PO Box 1131, Aledo, TX 76008

(817) 422-0900

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