CPA-led Bookkeeping Makes an Impact
Reliable numbers and a responsive CPA.
We combine accounting oversight and bookkeeping best practices to ensure your financials are tax-ready all year.
Monthly Bookkeeping
Bank/credit card reconciliations, categorization, and adjusting entries.
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Accrual or cash basis
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Custom chart of accounts
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Class & location tracking
Payroll & Sales Tax
Simple, compliant, and on schedule. We’ll coordinate filings so deadlines aren’t stressful.
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Payroll setup & processing
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Quarterly/annual filings
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Texas sales & franchise tax support
Texas Industry‑Savvy
We understand the nuances of Texas Businesses​
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Franchise Tax
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SoS Reinstatement
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Public Information Report
Cleanups & Catch‑Up
Behind a few months—or years? We’ll clean historical data and get you current fast.
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P&L and balance sheet cleanups
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Vendor & customer reconciliations
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Sales tax & payroll tie‑outs
Monthly & Quarterly Reviews
CPA review and actionable insights—not just reports.
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Cash flow and margin analysis
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Tax planning checkpoints
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KPI dashboards for your industry
Simple Pricing
Flat monthly plans based on transaction volume and complexity. No hourly surprises.
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Clear scope & deliverables
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Cancel anytime
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Bundle bookkeeping + Tax for savings
We value being your trusted accounting partner and advisor
99.5%
On-time month-end closes
<24 hrs
Typical resoponse time
+15 hrs
Time saved per owner/month
100%
CPA-approved processes
*Average after a 3 month cycle
How to get started
1. Consultation Call - to discuss your business goals, systems and deadlines.
2. Clean & Configure - we set up your files, connect feeds and clean historical data
3. Monthly Close - we categorize, reconcile and deliver timely and useful reports
4. Review & Advisory - monthly financial review and advisory call that provides ongoing guidance for business clarity.
Bookkeeping Service FAQ
How do monthly plans work?
Plans are based on transaction volume and complexity. After a quick call and file review, we’ll recommend the right plan with a fixed monthly fee and clear scope. Estimated pricing plans are available on the Pricing and Plans page.
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Can you help if my books are a mess?
Absolutely. We specialize in cleanups and catch‑up work—then we put a simple process in place to keep you current.
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Do you work with my tax preparer?
Yes. If we’re not already your tax team, we collaborate with your CPA to deliver accurate, tax‑ready financials.
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Do you replace an in‑house bookkeeper?
Sometimes. Many clients replace part‑time in‑house roles with our team for more consistency and CPA oversight.
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Ready for reliable, tax-ready financials?
Schedule a free consultation, and we’ll outline a clear 90-day plan.