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SERVICES

Bookkeeping Support for Small Businesses

We offer dependable bookkeeping services designed to keep your financial records organized and accurate. Explore the services below to see how we help small business owners maintain clear and reliable books.

working on business finances

Guiding Your Business from Vision to Victory

Our services are designed to simplify your financial records, reduce stress, and give you a clear picture of your business. Explore the services below to see how we can support your bookkeeping needs.

Bookkeeping Services

Monthly Bookkeeping & Reconciliation

Consistent monthly financial management to keep your records accurate and your reports dependable.

  • Categorizing monthly income and expenses

  • Bank and credit card reconciliations         

  • Monthly financial reports

  • Billed on a monthly basis

Quarterly Bookkeeping & Reconciliation

Structured quarterly bookkeeping designed for businesses that prefer periodic financial oversight.

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  • Categorizing income and expenses for a three-month period

  • Bank and credit card reconciliations

  • Quarterly financial reports

  • Billed on a quarterly basis

Book Cleanup & Setup

Catch-Up Bookkeeping

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Bringing overdue or incomplete books up to date so your records are organized and tax-ready.

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  • Bringing past books current

  • Organizing and correcting prior transactions

  • Bank and credit card reconciliations

  • Cleanup for tax readiness

  • One-time service fee

New Client Onboarding & Quickbooks Setup

Establishing a clean financial foundation through proper QuickBooks configuration and account organization.

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  • QuickBooks Online setup and configuration

  • Chart of accounts setup and organization

  • Included with all new clients as part of onboarding

Compliance & Reporting

1099 Reporting

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Preparation and filing of contractor 1099 forms in accordance with IRS requirements.

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  • Preparation of 1099 forms for eligible contractors

  • Applies to contractors paid $600 or more annually

  • Completed each January per IRS deadlines

Texas State Sales Tax Payments

Accurate preparation and filing of Texas state sales tax based on your recorded sales activity.

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  • Sales tax preparation and submission

  • Based on sales recorded in your books

  • Filed monthly or quarterly per Texas Comptroller requirements

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