Services
What we handle.
A focused set of services around the books — everything you need to keep the financial backbone of your business clean and predictable.
Pricing
Straightforward monthly tiers.
Default starting points — every engagement is quoted after a short discovery call and tailored to your transaction volume and services.
Starter
Clean, categorized books for solo operators and early-stage LLCs.
- Categorize transactions for your P&L and Schedule C
- Reconcile your bank & credit card accounts monthly
- Chart of accounts setup and light cleanup
- Quarterly financial snapshot
- Email support during business hours
Growth
Most popularFor growing small businesses that need real financial statements and a person to ask.
- Everything in Starter
- Manage your financial statements: P&L, Balance Sheet, AR & AP
- Monthly business review focused on growth and optimization
- Payroll & 1099 contractor coordination
- Open to emails anytime for questions or concerns
Established
For multi-account operations that want full AR/AP handled and a phone call when they need one.
- Everything in Growth
- Full-service AR & AP — we create bills and invoices and track payments
- Multi-account & multi-entity reconciliation
- Texas sales tax preparation & filing
- Phone calls as needed and wanted
Custom scopes, one-time cleanups, and catch-up work are quoted separately.
Accurate, organized, always up to date.
Bookkeeping
Day-to-day financial tracking with fixed, transaction-based billing so your monthly cost is predictable.
- —Daily transaction recording and categorization
- —Monthly bank and credit card reconciliation
- —Monthly P&L and balance sheet statements
Cash flow you can see and plan around.
Accounts Receivable & Payable
Invoice generation, payment follow-up, bill scheduling, and aging reports so you always know where your money stands.
- —Invoice creation and delivery
- —Payment follow-up on outstanding receivables
- —Bill scheduling to optimize cash flow
Clean workforce records, every pay cycle.
Payroll & Contractor Tracking
Payroll processing coordination and 1099 contractor tracking so nothing falls through the cracks at year-end.
- —Payroll processing coordination with your provider
- —1099 contractor onboarding and W-9 tracking
- —Contractor payment recordkeeping
Filed accurately. Filed on time.
Texas Sales Tax Reporting
Accurate, timely Texas sales tax filings to keep your business in good standing with the Comptroller.
- —Monthly, quarterly, or annual filings
- —Taxable vs. non-taxable transaction review
- —Filing preparation and submission