Effortless Bookeeping & Payroll Services

Bookkeeping & Virtual CFO’s For In- Person Services

As a business owner, keeping your numbers up to date alongside managing clients, employees, and appointments can be highly demanding. We can help you determine if your small business is profitable and cost-effective by calculating time on the job, materials used, and opportunities for improvement. Working with an expert accountant will save you the time and stress of interpreting your books and cash flow, filing taxes, paying employees, financial reporting, and understanding your deductions. We fully integrate with accounting software and apps like Housecall Pro©, allowing for a stress-free and seamless bookkeeping experience. We take care of the balance sheets and financial statements and provide you with the financial services you need to succeed and focus on what matters most.

Who We Serve:

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

HOW IT WORKS

THREE SIMPLE STEPS

Choose Your Services

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

Custom Quote

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

Sign Up!

Sign up and meet your new controller!

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?