Effortless Bookeeping & Payroll Services

Bookkeeping & Virtual CFO’s For In- Person Services

As a business owner, client management can cause a headache if you lose track of your numbers. We can help you determine if your business is profitable and cost-effective by calculating time on the job and materials used, and where improvements can be made. Having an experienced consultant in your back pocket helps save you the time and stress of interpreting your books and cash flow. Filing taxes, paying employees, financial reporting, and understanding your deductions are all areas we can help you manage. Being able to speak with a knowledgeable cloud-based accountant is priceless when you manage your own business. Our accountants are familiar with popular service apps like Housecall Pro© and the online accounting programs we use fully integrate with other commonly used service apps. Whether you are a landscaper, perform HVAC work, or do pond maintenance, with our advisory services, we can help you with financial management to help you succeed. 

Who We Serve:

    • Service companies for industries such as plumbing, HVAC, electrical, pool maintenance, and landscaping



Choose Your Services

Choose the services that are holding your down, or talk with an expert to get a second opinion.

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Let us custom scope processes & price based on the services you need.

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Expertise and simplicity

What We Can Do For You

  • Bookkeeping
  • CFO
  • Accounts Receivable
  • Accounts Payable
  • Payroll
  • Clean Up
  • Family Office Services

Our accounting experts utilize Xero and QuickBooks Online to keep your books up-to-date every week. Additionally, we reconcile your accounts and provide you with a dynamic financial package every month. 

To help you interpret the numbers and take action, our accounting experts will meet with you on a set cadence to dive into the financial state of your business. 

Our monthly financials go well beyond the standard Income Statement and Balance Sheet, see your future financial statements here.

We go beyond the standard static yearly budget. Strata Cloud experts can dynamically forecast, budget, analyze difficult business decisions, and/or help you manage your cash flow.

Gain insight into your all-important cash inflows/outflows weekly, monthly, and beyond.  We’re here to support your business growth, and sometimes you just need to put some numbers behind your ideas.

We can send out your invoices through your accounting file, and we can help chase down your open receivables with our partnership with local Austin firm, Collbox.

In coordination with your Strata expert, our partners at Collbox make individualized phone calls to your customers to help speed the collection process along. Who doesn’t love getting paid faster?

No more spending time printing out checks, manually initiating wires or matching vendor payments in the accounting file.

Send us your bills and allow us to manage the payables process. We will get approval from you and your team when it is time for that payment to be sent off to your vendor.

You won’t have to worry about missing payroll deadlines or delinquent payroll tax filings anymore. We got you!

No judgements here, but nothing makes us happier than a clean set of financials.

Let us get your books up to date so you can stop worrying and re-focus on growing your business.

We have partnered with Heritage Family Offices to offer our clients proactive services and advocacy on tax, legal, wealth management, insurance, and business matters.

Every situation is different; so every one of our solutions is unique. As CPAs, we have the expertise, independence and integrity to provide comprehensive, unbiased planning that our clients are seeking.

Personal & Professional

How can we help you?