What kind of clients do you serve?

We only work with service-based businesses that use Quickbooks online for their bookkeeping. We help clients who’s books are giving them a headache. Either their business has grown to the point that they can no longer DIY their books, they’ve gotten really busy and fallen behind, or they need a new bookkeeper.

Our clients realize that it is better to pour their time and energy into growing their business and outsource their bookkeeping to us.

We work with clients in a variety of industries, however, we do not work with restaurants at this time.

Below are some of our favorite service-based businesses to work with:

• Family-owned businesses

• Dentists & healthcare businesses

• Marketing & branding agencies

• Business to Business (B2B) firms

• and more

Where are you located?

We are located in the Hill Country area north of San Antonio, TX, but we provide our services virtually to clients who are in Texas or one of the following states: Florida, Nevada, South Dakota, Tennessee, Washington, or Wyoming.

Do you prepare taxes?

Yes, we do tax planning and tax-related services all year long. For personal taxes, we offer a limited number of tax prep each year for individuals/families who are not bookkeeping clients. However, we offer business tax preparation to our bookkeeping clients only.

Our clients can use another tax professional as well, and are not obligated to do their taxes with us.

How much do your services cost?

We know that one size doesn't fit all. Instead of offering cookie cutter packages, we offer a custom flat-rate monthly price per client that is based on the complexity of your business and your needs along with any additional add-on services requested. Contact us for a free quote.

Due to our desire to provide the highest quality of service, we are not the cheapest in town. We work with a limited number of clients in order to provide first-class customer service. However, we are able to work with clients with various budgets, and if we are not a good fit for you, we will recommend other professionals or alternatives.

Book a discovery call with us to see how we can help.