Bookkeeping & CFO Support for Texas Service Businesses
Let’s face it—you didn’t start your business because you love bookkeeping. Like most owners, you’d rather spend your valuable time growing your company or relaxing with family, not buried in financial paperwork.
But accurate bookkeeping isn’t optional. You need it for taxes, financial clarity, and smarter business decisions. Hiring a full-time bookkeeper in the Austin are can easily cost over $75K annually, not counting additional overhead costs and management headaches.
Beyond bookkeeping, interpreting the numbers properly and using the data to make smarter decisions can make a huge difference for your business.
That’s where we come in. Our outsourced bookkeeping and advisory services give you professional support without the hassle—at a fraction of the cost. Our flexible packages grow with your business, providing exactly what you need, when you need it.
Your Options for Bookkeeping & Advisory
BOOKKEEPING AND FORM 1099 SERVICES
Record and categorize transactions
Review any DIY transaction entry
Reconcile accounts
Financial statements
Forms 1099-NEC and 1099-MISC filing
FINANCIAL ADVISORY SERVICES
Financial review
Set up/maintain custom KPI dashboards
Budgeting/forecasting and variance analysis
ADDITIONAL SUPPORT
Bookkeeping support and process advice
Fractional CFO support
TECHNOLOGY
QuickBooks Online
Karbon
Uncat
Fathom
CFO Advantage
For businesses wanting a CFO in their back pocket
Weekly
Monthly
Monthly or Quarterly via Zoom
Unlimited
Unlimited
Growth
For businesses needing help getting to the next level
Bi-Weekly
Quarterly
Quarterly via Loom video
Unlimited
Safety Net
For DIY entrepreneurs on a tight budget
Annual
Annually via Loom video
1 hour/mo
Pricing is based on your business’s complexity and your chosen preferences and options—so you can budget accurately.
HOW YOU’LL BENEFIT
Peace of Mind
Stop worrying about whether your books are correct. Our team has the expertise and tools to keep your financials accurate and compliant—every month.
More Time, Less Stress
Hand your books to us, reclaim your evenings and weekends, and enjoy more freedom to grow your business (or simply relax!).
Clear Business Insights
We provide organized, easy-to-understand financial reports, empowering you to make smarter decisions to grow and improve your business.
Simpler Tax Seasons
Your books will always be tax-ready and accurate, making tax season easier. We can even coordinate directly with your tax preparer, saving you hassle and worry.
Increased Profits
We proactively identify unusual spending, potential waste, and opportunities for cost savings, helping you maximize your profits and minimize risks.
Greater Focus
When bookkeeping chores are off your plate, you gain more energy and clarity to focus on what you do best—running your business.
Hassle-Free Partnership
Skip the hassle of hiring, training, or supervising an employee. We manage your books independently, communicate clearly, and deliver consistent value.