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Get clarity on your financial position & find confidence in money stewardship.

Book a free discovery call for pricing.

Monthly Management.

For the business owner who already has their Quickbooks account set up but needs help optimizing cash flow management. Pass on the task of bookkeeping once and for all!

  • Weekly categorization of bank transactions

  • Monthly reconciliation

  • Optimized cash flow & payable/receivable management

  • Monthly/quarterly/year end reporting (P&L and Balance sheet)

  • Annual 1099 filing

  • Sales tax reporting (if applicable)

  • Payroll (if applicable)

Bullet Journal

Account Creation.

For the business owner who doesn't currently have a robust bookkeeping system but is ready to utilize Quickbooks's features and improve financial clarity.

First month includes:

  • Account purchasing, set up, and optimization

  • Sync bank accounts & credit cards

  • Chart of Accounts optimization

  • Class & location optimization (if applicable)

  • Add vendor/contractor & customer/client lists

Monthly management package to follow.

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Personal Assistance.

What else can I do to help you maintain a balance between both of your God given purposes (entrepreneurship & family)? Book a free discovery call to chat about a custom package that fits your individual (business or personal) needs.

Tax Preparation.

We are registered tax professionals specializing in individual taxes, business taxes, franchise tax, and state sales tax. We use state of the art software and are fully remote using a secure server tied to an easy to use app for all uploads and communications. We are also mobile for our tax clients within the greater Houston area. Click Here to request a login to our secure app, or Call Us today for more information. 


We are licensed Notary Publics, and are mobile for the greater Houston area.

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