Frequently Asked Questions

  • Are you certified QuickBooks professionals?

    Yes, our team includes certified QuickBooks professionals who ensure accuracy and compliance across all client accounts.

  • Do you serve businesses outside Temple?

    Yes, we provide services throughout Central Texas including Killeen, Belton, Waco, and surrounding communities.

  • What's included in QuickBooks cleanup?

    We correct miscategorized transactions, reconcile accounts, configure chart of accounts, and ensure compliance with Texas tax reporting standards.

  • Do you offer staff training?

    Yes, we provide QuickBooks training for your staff to manage entries and reports efficiently after setup.

  • What payroll services do you handle?

    We handle employee setup, wage calculations, direct deposit, and payroll tax filings with QuickBooks integration.

  • Do you work with restaurants?

    Yes, we specialize in tip reporting, daily sales reconciliation, and vendor payment schedules for Temple and Waco restaurants.

  • What's your bookkeeping schedule?

    We provide monthly, quarterly, and annual bookkeeping services using QuickBooks Online for secure cloud access.

  • Do you handle construction businesses?

    Yes, we're experienced in job-cost tracking, progress billing, and contractor compliance for local builders and trades.

  • What advisory tools do you use?

    We provide KPI dashboards, cash flow projections, and performance benchmarking for business planning and forecasting.

  • Do you coordinate with CPAs?

    Yes, we support year-end reporting, 1099 filings, and coordinate with CPAs for more complex tax returns.

  • What's your advisory service approach?

    We offer both ongoing advisory partnerships and one-time financial reviews tailored to your business needs.

  • How do I get started?

    Call us at (512) 810-1330 to schedule a consultation and discuss your bookkeeping or advisory needs.