CPA Firms in Mesquite, TX

I am a QuickBooks Online Bookkeeper who can help you get reliable and accurate books that don't break the bank. I'm an experienced bookkeeper who truly loves numbers and the story they tell. My passion lies in helping small businesses like yours thrive. As a former co-owner of a sandwich shop, I understand the unique challenges that business owners face daily. That's why I founded my bookkeeping service: to give owners like you the support you need so you can focus on what you do best.

I have been a hands-on CFO and a Controller for over 15 years. I care about your business and the quality of my work. I’ve got excellent communication skills and thoroughly enjoy the work that I do and learning about the work my customers do.

I am a CPA with a passion for small businesses. In the past 8 years, I've helped hundreds of companies scale and grow from all stages. I enjoy working directly with business owners to give them clarity on their business, help them achieve their business goals, and be a true partner they can lean on for advice and feedback. Below are some of the services my team and I can offer. Since we focus on automation and integration at our core, we are able to offer very budget friendly prices to the businesses we partner with. - Bookkeeping - Payroll - Bill Pay - Invoicing - Cleanup and optimization of current financials - Accounting (full ongoing accounting and monthly close accounting activities) - Financial reporting - Migration to QBO, Xero and/or Gusto - Add and maintain dimension to your financials (departments, locations, etc) - Chart of accounts restructuring - Fixed asset tracking and management - Complex accounting transactions (acquisitions, dispositions, etc.) - Workflow automation and optimization - Budgeting - Cash Flow I have worked with a variety of industries in the past, including professional services, franchises, medical, advertising and marketing, transportation, manufacturing, insurance, etc. I look forward to learning more about your business and helping you achieve your goals!

Your financial data is the key that opens the door to understanding your business and how to read the roadmap for growth. After a long career in both corporate finance and running my own million-dollar construction business, I now help other business owners understand their financial data and leverage that information to achieve their goals. It all starts with an accurate set of books. All your revenue and expenses need to be categorized correctly. This will make your CPA happy and save you money at the end of the year, but what kind of information can all that tell you? Learning how to read that financial data is really where the fun begins. I don’t just keep your books. I can also teach you how to create an achievable budget, calculate your monthly breakeven or monitor your employee and overhead expenses to make sure they are in line with industry standards and the abilities of your bank account. Leveraging all of this will allow you to make informed, intelligent decisions about your business rather than just trusting your gut and hoping for the best. Let me help you make sense out of your ledger!