Professional bookkeeping for local businesses

Our practice focuses on the day-to-day bookkeeping tasks and periodic reporting small businesses require. Common services include:

• Transaction categorization and bank reconciliation
• Accounts payable and accounts receivable management
• Payroll data preparation and payroll expense tracking
• Monthly and quarterly financial statements (income statement, balance sheet)
• Sales tax reporting support and filing preparation
• Year-end close workpapers to support tax filing

We adopt a predictable process so you always know what to expect. Every engagement begins with a short intake to understand your bookkeeping challenges and current systems. From there we:

1. Set up or review your chart of accounts to match your business activities and reporting needs.
2. Implement a regular schedule for importing bank and credit card transactions and reconciling accounts.
3. Provide monthly statements and a concise summary that highlights changes and action items.
4. Maintain plain-language notes and supporting documentation to make audits and tax preparation smooth.

The workflow is designed to reduce surprises and give you reliable financial data you can use for planning, loan applications, or investor reporting.

Accurate bookkeeping reduces the time you spend on administrative work and lowers the risk of misfiling. Local businesses receive several advantages from working with us:

• Clear monthly reports that make cash flow visible and manageable.
• Faster response when your lender or accountant requests documentation.
• Fewer tax surprises because records are prepared in advance of filing deadlines.
• Improved ability to budget, price services, and plan payroll with confidence.

We commonly work with small-to-midsize companies in retail, professional services, construction subcontractors, and local service businesses. Typical clients either need full monthly bookkeeping or project-based clean-up and year-end preparation.

Pricing depends on transaction volume, existing systems, and whether payroll or sales tax filing are included. We offer:

• Monthly bookkeeping packages — ongoing bookkeeping, reconciliations, and statements.
• Project engagements — one-time clean-up, catch-up bookkeeping, or year-end close work.
• Advisory add-ons — consulting for bookkeeping system migration and process setup.

Please contact us for a straightforward estimate based on your most recent bank statement and payroll activity.

To ensure accurate records we ask clients to provide:

• Access to bank and merchant accounts or regular transaction exports.
• Copies of invoices and receipts for large or unusual transactions.
• Clear communication about owner draws, loans, and personal expenses used for the business.

When documents are supplied promptly, reporting remains timely and useful for decision-making.

We treat client data with strict confidentiality. Access to financial records is limited to authorized staff and protected through secure password practices. When sensitive documents are exchanged, we recommend encrypted email attachments or a secure client portal. Regular backups and controlled access help safeguard your records against accidental loss.

Onboarding is structured to minimize disruption. Typical steps and timing:

Step	What to expect	Typical timeline
Intake	Collect account information and recent statements	1–3 days
Initial setup	Chart of accounts review and system configuration	3–7 days
Catch-up work	Reconcile prior months if needed	1–4 weeks (varies)
Ongoing reporting	Monthly reconciliations and statements	Monthly

If you have immediate deadlines, we prioritize tasks that affect filing and payroll.

What accounting software do you work with?

We support common platforms and will work with the software you already use. If migration is recommended, we provide a migration plan and step-by-step support.

Do you handle payroll tax filings?

We prepare payroll data and can coordinate with payroll providers. Where filings are required, we assist in preparing the necessary documentation for submission or for a payroll provider to file on your behalf.

Can you clean up several months of unreconciled accounts?

Yes. We offer project-based engagements for account clean-up. We provide a clear scope and a flat-fee or hourly estimate before work begins.

Operating from McKinney means we understand the local tax rules and vendor environment that affect your bookkeeping. We work with your existing accounting software and can recommend straightforward changes that improve accuracy without disrupting your operations.