Services

All services are provided virtually or face to face if in the Corpus Christi area

How can I help you?

Monthly Bookkeeping Services

  • Recording of transactions
  • Accounts Receivable
  • Accounts Payable
  • Monthly or quarterly financial statements with explanations to financial health
  • Monthly adjusting entries if necessary
  • Bank Reconciliations
  • Payroll Assistance

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    New Businesses Setup Services

  • Accounting system setup
  • Customized chart of accounts
  • Recording of initial transaction for start up

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    Clean up work

  • Fixing transactions from previous months or years
  • Getting books back to a current and correct state

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    Essentials

    Perfect for smaller businesses or those just getting started.
    $ 200-400 Monthly
    • Categorizing and recording transactions (up to 200 transactions).
    • Bank and credit card reconciliations (up to 2 accounts).
    • Basic financial reports (Profit & Loss, Balance Sheet).
    • Support with client questions (limited hours).
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    Schedule For Free Monthly Bookkeeping Review

    Standard

    Ideal for growing businesses needing more comprehensive support.
    $ 400-800 Monthly
    • Everything included in the Basic Package ( up to 400 transactins and 4 accounts).
    • Standard Accounts Receivable (AR) and Accounts Payable (AP) management
    • Expanded Financial statements
    • Monthly consultations for cash flow analysis and financial insights
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    Schedule For Free Monthly Bookkeeping Review
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    Premium Package

    Tailored for businesses with complex financial needs and Large volume of transactions
    $ 800+ Monthly
    • Everything included in the Standard Package.
    • High-volume AR/AP management
    • Advanced financial reporting and forecasting.
    • Multi-account reconciliation and consolidation.
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    Schedule For Free Monthly Bookkeeping Review

    Just Have A Question?

    If you have a quick question about your bookkeeping, payroll, or taxes call or send me a message.

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    Let's Work Together

    A business is as unique as its owners and that’s how I’ll approach your needs. So let me help with your business goals and let’s see what we can do together.
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