Providing bookkeeping services to small businesses and nonprofit organizations throughout Texas and Louisiana for over 10 years.  I also provide small business taxes as well as in-house accounting.

Call me today for an appointment so you can focus more on your business and less on your books.

 

Service Options

 

Establish Your Company - $300

Whether you own a version of QuickBooks or you prefer for me to maintain your company's accounting file, I will provide bookkeeping services to establish an accurate record of your financials so you can focus on the growth of your company

  • Establish or clean up customer and vendor lists
  • Establish or clean up chart of accounts and items list
  • Design invoice and report templates to compliment your business style

 

Simple Bookkeeping - $190

Let me turn your shoe box of crunched receipts into a monthly snapshot of your company's finances.
**company setup purchased separately**

  • Input Transactions - Enter transactions into our system monthly.
  • Assign Items to Appropriate Accounts - Assign all transactions to appropriate income and expense accounts.
  • Bank Statement Reconciliation - Your bank statements can be mailed directly to Wilson's for reconciliation.
  • Vendor and Customer Files - Maintain vendor and customer files for all those you do business with.
  • Financial Statements - Monthly financial statements provided for your review.
  • Year-End Reports - Provide you with the information needed for you or us to quickly and inexpensively prepare your taxes.
  • Tax Consultation - Up to 1 hour per month of tax consultation included
  • Discounted Tax Services - Receive client pricing on your 1099 filings and tax return including 1040, Schedule C and Schedule A
  • Priority Attention - When tax season gets hectic, you'll be at the top of my list!

 

In-House Accounting - $220 (4 hours/week) or $320 (6 hours/week)

Do you spend too much time creating invoices and tracking payments?  Would you like help organizing your company's financials but don't want to deal with the hassle of hiring and training part time help?  Let me ease your worries!  I come to you and offer all of the benefits of my 'Simple Bookkeeping' package plus the following
**company setup purchased separately**

  • Accounts Payable - Prepare your checks for signature by you or us then prepare them for mailing or delivery.
  • Accounts Receivable - Invoice your customers and manage collection as necessary. We can receive your payments and deposit them directly into your bank account if you desire.
  • Assist with Cash Management - Send reminders to each client who is falling behind on payments.
  • Assist with Cost Control - Analyze your financials and advise accordingly if you appear to be paying too much for specific items or services.
  • Face to Face Contact - Dedicated time each week to discuss financial matters

 

Organize Your Home Finances - $45/hour

No business finances, no problem!  Dealing with home finances can sometimes be just as stressful, if not more stressful than keeping track of business finances.  I have created a way to organize your monthly bills and find balance between paychecks.  I will even create an amortization schedule for your debt to show what date you will be at $0!  With one customized spreadsheet package that can tell you exactly when bills are due and what is left over from your paychecks; best of all you control it.  I have personally used this method for years and wouldn't be able to track my personal finances any other way.  Let me show you how.

  • Custom spreadsheet showing what bills are due when and how to separate them between paychecks
  • Template for you to enter your log in information to keep it secure and in one easy to find place
  • Amortization schedule of up to 2 credit cards/debt that shows you target pay off date which is customized to your needs

Need a testimonial
— Jack Spittler, Sr, Owner of JGS Consulting

See a service above that almost fits your needs yet you'd like a little more support?  Review the options below which can be added to any service package

  • Additional Bank/Credit Card Statements Reconciled
  • Payroll Service
  • Payroll Tax
  • Personal Tax Preparation - $200 (Clients - $175)
  • Sole Proprietor Tax Preparation - $275 (Clients - $200)
  • Additional Tax Schedules - $25 each
  • 1099 filings - $20/first 10, $8/after 10