Client Advisory Services

We build financial confidence through every dollar.

Schedule a 15 Minute Account Review
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Bookkeeping

Accurate bookkeeping that meets your business’s needs and enable you to spend more time doing what you do best–managing your business. You receive the financial information you need to make informed business decisions and enables you to spend more of your time managing your business.

Back on Track

Catch-Up & Cleanup Bookkeeping

Behind on your books? We'll help you get caught up—and get them right.

Whether you're a few months or a few years behind, we'll review and clean up your books so you can move forward with accurate, reliable financials.

Categorize and review transactions

Reconcile bank and credit card accounts

Review outstanding or unusual account balances

Categorize and review transactions

Get your books current and ready for ongoing bookkeeping or tax preparation

Monthly Bookkeeping Plans

Accurate books. Reliable financials. Confidence in every dollar.

Stay on top of your finances with professional bookkeeping and a dedicated team keeping your accounts accurate, reconciled, and up to date.

Categorize deposits, checks, and debit transactions for all checking, savings, credit card, and loan accounts, including follow-up of uncategorized transactions.

Statement reconciliation for all checking, savings, credit card, and loan accounts

W9 Collection & Review for accurate 1099 Filing

Categorize and review transactions

Dedicated Account Manager & Customer Service Support

Starting from

$375

per month

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Money In & Out

Keep the money moving without spending your time chasing invoices, tracking bills, or wondering what needs to be paid. We help manage the day-to-day flow of money in and out of your business.

Show Me The Money

Get paid faster and stop chasing down who owes you what.

Weekly, Bi-Weekly, and Monthly Accounts Receivable Processing

Invoice Processing

Payments Received Processing

Deposit Recorded

Bank Reconciliation

A/R Following Up & Collection Assistance

Bills, Bills, Bills

Never miss a vendor payment or scramble to track down a bill again.

Weekly, Bi-Weekly, and Monthly Accounts Payable Processing

Vendor Bill Processing

Contractor Bill Processing

Bill Payment Processing

Bank Reconciliation

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Compliance

Stay compliant without having to keep track of every deadline.

We help manage the filings, payments, and payroll responsibilities that keep your business running smoothly and in compliance.

1099 Processing

Year-end contractor filings handled correctly and on time, every time.

Annual 1099 Processing

Filed & Smiled

Sales Tax Filing

Texas sales tax filed accurately and on schedule, so penalties never catch you off guard.

Monthly, Quarterly, or Annually Texas Sales Tax Filing

People First

Your team gets paid accurately and on time — with a real person you can call, not a hold queue.

Weekly, Bi-Weekly, Semi-Monthly, and Monthly Payroll Processing

Timely Payroll Processing

New Employee Onboarding

Ongoing Employee Maintenance

Open Enrollment Benefits Processing

Benefit Maintenance

Payroll Tax Payments

Quarterly and Annual Payroll Reports

Dedicated Account Manager & Customer Service Support

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Strategy

From Data to Decisions - CFO & Advisory Services

Knowing your numbers is important. Knowing what to do with them is where the real value begins.

We turn your financial data into actionable information so you can make better decisions about cash, profitability, hiring, spending, growth, and the future of your business.

KPI/ Metrics Development

Forecasting

Budgeting

Profitability & Cost Analysis

Cash Flow

Financial Reporting & Analysis

Systems & Processes Review

Behind every business are people counting on it.
We help make sure you can count on your numbers.

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