Our Services
Cleanup
Anytime a business experiences growth, there are growing pains. It's very easy for these to spew into your books as what you started out needing versus what you need today and even tomorrow could be different. That's where a cleanup comes in handy. We offer the chance to review your chart of accounts, methodology in bookkeeping processes and will work with you on providing procedures to assist you in the day to day operations so you have financial reports you can depend on.
Payroll
Payroll is extremely complex and involves many aspects from timely submission and calculations to accurate and dependable tax filing data. That's where we come in. Let us save you the headache from keeping up with the ever changing IRS laws and regulations so you can devote more time to doing what you love - running your business!
Sales Tax Reporting
Texas is notorious for having complex and strict criteria on what is taxed and what isn't. The reports that are required can also be tedious and the accuracy of the reports are very important. Let us sort through the Comptroller's methodologies to ensure these reports are filed accurately and timely so you don't have to!
New Business
Taking a leap of faith and starting a new business can be daunting - we know from experience! We want to help you achieve your goals along the way from start up to routine monitoring and training on day to day activities. It's important you feel confident in the financial aspect of your company so you can continue to create and meet long term goals!
QuickBooks Online
Instant Access - it's the modern way. QuickBooks Online has now been around for quite some time but making that jump can be scary! Let us help ease you into the transition so your business needs such as invoicing, accepting payments and day to day activities are at your fingertips.
Wealth Management
It's important to take control of your personal finances but it's difficult to know how sometimes. If you're looking for assistance with personal budgeting, checkbook balancing, bank account balancing, household bill payments, organizing and reviewing personal financial statements to assess what needs to be addressed, monitoring and calculating net worth and providing referrals to local agencies and professionals along the way - we can create a tailored program to fit your needs!
Training
Are you in a position of bookkeeping but struggle with knowing the software or the ins and outs or what to do? Perhaps you've assumed a new role or you're doing the books for your side business - accounting can be scary! Have no fear, we're here to help! Let us help you figure out what works best for your business while still ensuring the work you do serves a purpose and aligns with your needs on a routine basis and for tax preparation!