Bookkeeping Services in Lubbock & West Texas
Less Time on the Books.
More Time for Your Business.
From QuickBooks cleanup to monthly bookkeeping, I help businesses and nonprofits keep their records accurate, organized, and current.
Estimate Your InvestmentMonthly Bookkeeping
Get organized. Stay current. Be prepared.
We start with your current records, identify what needs attention, and establish a dependable bookkeeping routine. You do not need perfect books before we begin.
01
Getting Started
Getting Your Books in Order
Review your records, identify setup or cleanup needs, and agree on a clear plan for moving forward.
- Discovery and bookkeeping needs assessment
- Review of current records and account structure
- QuickBooks setup or existing account review
- Secure access and document-sharing setup
- Cleanup or catch-up plan, when needed
- Clear processes and expectations for ongoing work
02
Every Month
Keeping Your Books Current
Keep the recurring work moving, with reconciled accounts, current reports, and support for bookkeeping questions.
- Transaction review and categorization
- Bank and credit card reconciliations
- Review of account balances and activity
- Monthly financial reports
- Identification of unusual or missing activity
- Bookkeeping questions and ongoing support
03
Throughout the Year
Staying Prepared Year-Round
Maintain organized records throughout the year so your CPA has clearer information when it is needed.
- Year-end bookkeeping review
- Financial reports for your tax professional
- Coordination with your CPA, when authorized
- 1099 preparation support, when included
- Ongoing bookkeeping system improvements
- Records organized and prepared for review
Additional Support
Additional support when you need it.
Add practical financial support beyond the monthly routine, based on your business needs and the scope we agree on.
- Cleanup and catch-up bookkeeping
- Accounts payable coordination
- Accounts receivable coordination
- QuickBooks setup and optimization
- 1099 preparation and year-end support
- Budget development and monitoring
- Custom financial reporting
- Payroll support, when appropriate
Availability and pricing depend on the scope and complexity of the work. Some additional services require an ongoing monthly bookkeeping relationship.
ESTIMATE YOUR INVESTMENT
What Will My Bookkeeping Cost?
Estimate your initial investment, ongoing monthly bookkeeping cost, and potential savings compared with hiring a part-time employee. Final pricing is confirmed after a discovery call and review of your books.
MONTHLY BOOKKEEPING
Tell me about your monthly activity.
Your estimate is customized using both transaction volume and the number of accounts requiring reconciliation. The monthly minimum is $300.
QUICKBOOKS ONLINE
Do you already have QuickBooks Online?
Essentials is shown as the default because it supports bill management, time tracking, and multiple users. The best plan will be confirmed after reviewing your business needs.
QuickBooks Online is third-party software. The estimated standard monthly subscription is included in the total when selected and may change if Intuit changes its pricing.
GET CURRENT
Do your books need cleanup or catch-up work?
Behind, but mostly organized: Transactions are generally entered correctly, but one or more accounts need reconciliation.
Cleanup needed: Errors, duplicates, missing transactions, or incorrect reconciliations are present.
Significant reconstruction: Records are incomplete, prior periods may need to be rebuilt, or multiple years are affected.
Your initial investment will be listed as “Review Required.” A diagnostic review will determine whether cleanup is needed and provide a firm quote.
HIRING COMPARISON
What might a part-time employee cost?
The calculator automatically adds:
- 6.2% Social Security tax paid by the employer
- 1.45% Medicare tax paid by the employer
- Federal unemployment tax estimated at 0.6% of the first $7,000 in annual wages
- Texas unemployment tax estimated at 2.7% of the first $9,000 in annual wages
- $75 per month for basic equipment and software
The estimate does not include health insurance, retirement benefits, workers’ compensation, paid leave, recruiting, training, or supervision. Actual employer costs may be higher.
YOUR INITIAL INVESTMENT TO GET CURRENT
No cleanup or catch-up work selected.
ONGOING MONTHLY INVESTMENT
Customized for approximately 100 monthly transactions and 2 accounts.
ESTIMATED BOOKKEEPING BREAKDOWN
COMPARED WITH HIRING
Every monthly client receives:
- Transaction categorization and review
- Bank and credit-card reconciliations
- Monthly financial statements
- Tax-ready books and year-end support
- Important annual filing reminders
- Optional Monday morning prayer call
Estimate Disclaimer: This calculator is provided for planning purposes only. Estimates are based on the information you enter and are not a quote or guarantee of final pricing. Actual bookkeeping fees may vary based on the condition, complexity, and specific needs of your books. Employee cost comparisons are illustrative estimates and may vary based on wages, taxes, benefits, insurance, and other employment costs. Final bookkeeping pricing will be confirmed after reviewing your needs.
Ready to talk through your books?
A complimentary discovery call gives us an opportunity to discuss where your books stand today, what needs attention, and the support that would serve you best.
Schedule a Discovery Call