Bookkeeping & Payroll Consulting
We provide bookkeeping services on a monthly basis for clients who would rather keep tax and accounting under one roof. We will provide a QuickBooks online subscription and connect all bank and credit card accounts. Accounts will be reconciled monthly, which requires read-only access to your online banking accounts. We’ll keep accurate balances on all loans, reconcile payroll and keep a close eye on equity transactions. If you on the accrual basis, we will track A/R and A/P between invoices and payments. Having accurate books you can rely on will help you analyze business performance and make better decisions. There will usually be a handful of transactions that need to be discussed each month. The fees for monthly bookkeeping range from $300-$1,500. Please call us to discuss your bookkeeping needs. We will give you our honest opinion depending on your situation.
We also do provide payroll services for those clients who prefer it. We file all quarterly and annual payroll reports and coordinate payroll tax deposits. This usually makes sense if all employees are owners. Breaking down your owner’s pay between W2 wages and distributions is a delicate balancing act. You need to be yourself a reasonable salary, but you also want to limit FICA taxes and maximize your QBI deduction. We provide the expertise and guidance to accomplish all these goals.
"Dave continuously exceeds our expectations on level of knowledge, professionalism, and responsiveness. As a startup we have limited resources to tackle, what seems like unlimited tasks, Dave has been instrumental being a team member to help take us to the next level. Without question, I’d recommend Dave to anyone within my network; overall he’s a great guy and pleasure to work with."
"I’ve been working with David to serve our mutual clients for several years now. As a corporate, securities, and tax attorney, it’s critical that my clients have skilled, diligent, and personable tax advisors and CPAs, not only skilled and knowledgeable with tax matters, but also business matters. David has consistently provided practical, cutting edge advice regarding both general and complex tax and business matters. He is a pleasure to work with and I highly recommend him and his team for your professional tax services."
"David is an experienced professional who has consistently gone above and beyond to meet our needs. Being a startup, it’s hard to find business service providers that are can move fast and be flexibly. David is there when we need him and always delivers. He has been a pleasure to work with and we highly recommend him to meet your accounting and tax prep needs."
508 W 12th Street
Austin, TX 78701