The Bookkeeping Advisory Team

Serves Angleton, TX

35244

Hired 11 times

3 employees

4 years in business

Not yet available

5.0

This pro accepts payments via Cash, Check, and Credit card.

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Credentials

License

License Holder: Jia Chew
License Type: CPA - Certified Public Accountant (TX)
License number: #094784
License verified on 5/1/2025
Valid through 5/1/2026
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Background Check

Jia Chew
Completed on 9/22/2022

Introduction

I am Jia, owner of The Bookkeeping Advisory Team LLC, providing Bookkeeping and Advisory services for small entrepreneurial businesses. We are experienced Quickbooks Online Certified ProAdvisors and trained US Certified Public Accountants, who are committed to provide you with accurate, timely and insightful financials for you to make prudent decisions for your business. If you’re looking for bookkeepers to relieve you of frustrations and to save time, you’ve landed in the right place! Our mission is to help you grow, prosper and succeed. Please Note: While we offer comprehensive bookkeeping and advisory services, we do not provide services related to evaluating the financial viability of businesses for investment or purchase purposes. Specifically, we do not conduct reviews, audits, or assessments aimed at determining whether a business is a good buy or investment opportunity. Additionally, we do not offer cost report services. Contact us today to see how we can assist you with your bookkeeping needs and support the financial health of your business.

Q&A

What should the customer know about your pricing (e.g., discounts, fees)?

Initial discounts for new clients. Fixed monthly fees. Fees by project. Rebates for client referrals. As each business is unique, our bookkeeping services are handled differently with pricing tailored to your specific project and timeline. Contact me for a complimentary consultation so that I can understand your goals and needs and provide an accurate estimate.

What is your typical process for working with a new customer?

We get to know our new clients through a free 30-45 min zoom meeting, which provides an opportunity to learn about the goals and needs of your business. During the meeting, I will answer any questions you may have and explain how I can help. I may also ask for a read access to your books. If we agree that we are a good fit to work together, I will email the engagement letter that details the terms and conditions of my services. I will set you up in QuickBooks Online, if you do not already have an account. Following that, I will collect the business information/documents needed to complete your assignment.

What education and/or training do you have that relates to your work?

I hold a Certified Public Accountant license and am a QuickBooks Online Certified ProAdvisor. I have 15 years of professional experience in bookkeeping, accounting and tax compliance.

What types of customers have you worked with?

My customers are entrepreneurial business owners in various industries. I also prepare and file tax returns for individuals and self-employed.

What questions should customers think through before talking to professionals about their project?

It would be helpful if customers can provide answers to the following questions: • What are your financial goals and how do you plan to achieve them? • What are the financial challenges you are facing in your business? • When do you want your projects to be completed? • What is your budget for the bookkeeping services?