CPA Firms in Round Rock, TX

Hi! I’m a bookkeeper and fractional CFO helping small business owners across the U.S. feel clear, confident, and in control of their money. If you're tired of wondering where your cash is actually going or second-guessing what’s possible for your business, I’ve got you. My services are designed to take the stress out of your finances so your books stay clean, your decisions stay informed, and your goals stay front and center. Whether you're just getting serious about tracking your numbers or you're growing fast and need more strategy behind the scenes, I offer monthly packages that grow with your business. My style is thorough, approachable, and judgment-free (because let's be real we've all had messy months). You bring the vision, I’ll bring the financial clarity to back it up.

I help save small business owners time every month by taking bookkeeping completely off their plate, freeing them up to focus on what they're passionate about, while also increasing their profit by optimizing their bookkeeping and providing actionable data they can use to grow their business. I have a true passion for providing business owners with the most accurate financial information they need to grow their business.

I love helping small business owners understand the financial side of their business. I enjoy what I do. I have 18 yrs of experience and helpful in the following ways: Financial Statement Preparation -Prepare Balance Sheet, Income Statement and Statement of Cash Flow; -Provide Income statement analysis against budget, against prior year, quarter, month Accounts Payable -enter invoices -review and enter expense reports -enter credit card statements -cut checks -reconcile the account Accounts Receivable -complete invoicing -collection duties -enter payments -run credit cards -reconcile the account -download online sales into your software Reconciliations -credit card statements -bank accounts -fixed assets -all of your balance sheet accounts Inventory -cycle counts -inventory accountability -costing Payroll -tax filings 940 employer's FUTA, 941 Quarterly Federal return -tax payments -process weekly, bi-weekly, twice monthly, monthly -TWC SUTA filing Other items -1099's -coordinate with CPA for annual tax filing -sales and use tax return, Texas and other states -Assess internal controls and workflow processes -create internal controls and processes -assist with software implementation and data loading -Suspect fraud? I can find out Many small business owners are overwhelmed with the amount of work it takes just running their business. They are trained in the profession they are promoting, not accounting. That's what I enjoy, helping you understand your finances, pull the books together and reap the rewards of being in the black. I can work in your office or remotely. I'm just getting started but this a dream I've had since I graduated college. Now that my son is in college I'm working to fulfill my dream of creating my own accounting practice.

With over 15 years of accounting experience, CTX Bookkeeping prides itself on providing white glove bookkeeping service that truly sets it apart from others in the industry. Quality of work is top priority as we know financial data can be the heart and soul of your business and the decisions you make for your business. We take pride in not only providing timely and quality work, but also taking it a step further to consult and educate our clients along the way. This ensures they understand the story the financials are telling as well as the health of their business. White glove also means we come to you for all meetings and work around your schedule!