Got questions?

Most small businesses end up paying for two people who don't talk to each other — a bookkeeper for the day-to-day, and a CPA who shows up once a year at tax time. Stuff gets missed, deductions get left on the table, and you're stuck in the middle translating between them. I'm a full-charge bookkeeper and a Texas-licensed CPA. The same person doing your monthly books is the one who can spot issues and answer the real questions all year — not just in April.

Both. I'm a Texas-licensed Certified Public Accountant (CPA), and I do the bookkeeping myself. A lot of online bookkeeping services aren't owned by CPAs — and that gap shows up the moment you need real strategic insight. You get one person who knows your business, picks up the phone, and is held to real professional standards: state licensing, continuing education, and a code of ethics.

Yes. You work directly with me — one consistent point of contact who learns your business. No call centers, no rotating junior staff, and "your bookkeeper just left the company" is a sentence you'll never hear.

This is my favorite part of the job. I genuinely love building real connections with the people I work with — you're not a ticket number to me. Reach me however's easiest for you: text, email, or a good old-fashioned phone call. I strive to respond within 24 hours, every time. It's the kind of personal attention you just won't get from the big-box bookkeeping shops.

Probably. I work especially well with trades and service businesses — contractors, HVAC, plumbing, electrical, landscaping, roofing — but I also support consultants, freelancers, real estate investors, shop owners, and plenty of other small businesses. If you're not sure you're a fit, hop on a free discovery call and I'll tell you straight.

Your monthly books, done right — every transaction categorized, all accounts reconciled, and a Profit & Loss and Balance Sheet delivered each month, personally reviewed by a Texas-licensed CPA. You also get a quarterly review report and a secure QuickBooks Online portal. It's a flat monthly price on a 12-month plan.

Yes — all plans include a 12-month minimum commitment. This lets me invest properly in learning your business and keeps service consistent instead of constant churn. After the initial 12 months, your plan automatically converts to month-to-month, so you're never locked in longer than that first year.

Absolutely! One of the many benefits of working with me as your CPA & bookkeeper is that I take care of everything from the monthly books to filing your annual tax return. Your tax return is priced at a flat rate, billed separately.

Quickly. From the moment you decide to move forward to your first full monthly report, the whole thing typically wraps up within 30 days — start to finish. I'll connect to your bank, get your QuickBooks dialed in, and review where things stand, so you can get right back to running your business.

Yes — and you're not alone. Many owners fall behind, especially in busy seasons. Cleanup is a one-time project that rolls you into monthly bookkeeping once you're caught up. Zero judgment — just a clear path forward.

Yes — the books are kept exclusively in QuickBooks Online. If you're already on QBO, perfect, I'll meet you there. If you're not, getting you set up is part of onboarding.

Four steps, no enterprise onboarding. One: a free 30-minute call to see if we're a fit. Two: a quick proposal with a flat monthly price and everything spelled out. Three: easy setup — I connect to your bank and software and get the books in shape, usually within a couple of weeks. Four: you go back to work while the books get done every month.