• Bookkeeping & Advisory · Dallas–Fort Worth
Bookkeeping that
scales with you.
From organized monthly books to strategic advisory support, we have a tier that fits where your business is right now — and grows with you.
Services & pricing
Plans that grow with your business.
Every package includes monthly bank reconciliation, financial reports, and direct access to me — no call centers, no junior staff.
Basic
Essentials
Best for solo business owners and smaller service businesses needing organized monthly bookkeeping.
Custom pricing
Tailored to transaction volume & complexity
What’s included:
- Monthly transaction categorization
- Bank reconciliations
- Credit card reconciliations
- Monthly Profit & Loss
- Monthly Balance Sheet
- Basic bookkeeping maintenance
- Email support
- QuickBooks Online support
Cleanup work · Payroll · Sales tax filing · Invoicing/AP/AR · Advisory calls · Historical corrections.
Reliable monthly bookkeeping for businesses that need clean, organized books.
Standard
Full Monthly
Best for growing businesses needing deeper bookkeeping oversight and monthly support.
Custom pricing
Scoped per business needs
Everything in Essentials, plus:
- Monthly bookkeeping review
- Adjusting entries
- CPA/tax preparer coordination
- Priority support
- Expense/account review
- Monthly financial check-in
- Enhanced reporting organization
Consistent bookkeeping support with deeper oversight and reporting clarity.
Premium
Full-Service
Advisory
Best for businesses needing higher-touch financial support and reporting visibility.
Starting at custom quote
Built around your business goals
Everything in Full Monthly, plus:
- Monthly advisory call
- Cash flow review
- Custom reporting
- Budget tracking
- Profitability/job-costing support
- Financial organization strategy
- Priority communication
Strategic bookkeeping support for businesses that need organized financials and ongoing insight.
Additional services
Built around what your business needs.
Different industries bring different bookkeeping challenges. We’ve worked with these sectors and know their tax categories, common deductions, and reporting needs.
Cleanup & Catch-Up Bookkeeping
Months — or years — of behind books organized, reconciled, and tax-ready.
QuickBooks Setup & Organization
Custom QBO configuration tailored to your industry and reporting needs.
QuickBooks Diagnostic Review
We audit your existing QuickBooks file to identify errors, gaps, and clean-up opportunities.
Sales Tax Support
Help tracking, calculating, and preparing sales tax data so filings stay on time.
1099 Preparation
Year-end 1099 prep for contractors and vendors — accurate and on time.
Payroll Support
Recording, reviewing, and reconciling payroll transactions in your books.
Accounts Payable | Bill Pay
Vendor bill organization, payment tracking, and AP workflow management.
Accounts Receivable | Invoicing
Customer invoicing, payment tracking, and AR follow-through.
Financial Review Meetings
Sit-down sessions to review your numbers and make sense of what they mean.
Contractor & Real Estate Support
Industry-specific bookkeeping for contractors, real estate investors, and trades.
Notary Services
Mobile and in-office notary for business documents, contracts, and forms.
Every business is different. So is every quote.
We don’t believe in one-size-fits-all bookkeeping. A solo consultant with two bank accounts has very different needs than a contractor managing five entities and weekly payroll.
That’s why we price every engagement based on the actual scope of your business — never a generic flat fee that either short-changes you or overcharges you.
01
Transaction volume
02
Number of accounts
03
Cleanup needs
04
Reporting complexity
05
Number of entities
06
Payroll & sales tax requirements
Common questions, honest answers.
If something’s not covered here, just ask during your free consultation — every situation is a little different
Do I need to be in Dallas to work with you?
Not at all. We work in person with clients across DFW (Dallas, Fort Worth, Mesquite, Arlington, Plano, Garland, Irving, and surrounding cities) and remotely with small businesses across the U.S. through QuickBooks Online and secure document sharing.
Do you do taxes too?
We primarily specialize in bookkeeping and financial organization. Our goal is to keep your books clean, accurate, and tax-ready year-round.
We proudly work alongside CPAs and tax professionals by providing organized financials and reports to help make tax season smoother and more efficient.
For clients needing tax preparation assistance, we can also connect you with a trusted tax professional through our network.
Are there any contracts or commitments?
Monthly plans are month-to-month. You can cancel any time with 30 days’ notice. We don’t lock anyone in because we’d rather have clients who stay because they want to, not because they have to.
Do you offer services in Spanish?
Yes — full bilingual service in English and Spanish. All calls, emails, reports, and documents are available in either language, whichever you prefer.
What if my books are years behind?
That’s exactly what books cleanup service is for. We’ve cleaned up books that were 1, 2, even 5 years behind. We’ll quote it as a one-time project (starting at $2,000) before transitioning you to a regular monthly plan.
Do I need QuickBooks already?
No. If you don’t have QuickBooks yet, we’ll set it up for you (starting at $500). If you have a different system — Wave, FreshBooks, Excel — we’ll either work with it or migrate you over, depending on what makes sense for your business.
How secure is my financial information?
We use QuickBooks Online (SOC 2 compliant), encrypted document sharing, and never store sensitive data on personal devices. NDAs are available on request. Your data is treated with the same care a CPA firm would treat it.
What if I need help between months?
Standard and Premium clients have ongoing direct support — email me anytime. Basic clients can reach out by email and get a response within 48 hours. There’s no extra charge for quick questions.
Common questions, honest answers.
Real words from real owners. Each shows the same pattern: messy books before, clarity after, and time given back to focus on what they actually love doing.
Ready to know exactly
where your business stands?
Free 30-minute consultation. We’ll review where your books stand, identify what’s missing, and outline a clear plan to bring everything up to date.