At ATX Bookkeeper, we offer flexible service levels designed to match your stage of growth and complexity. Whether you’re getting your financial house in order or preparing for a capital raise or exit, our plans scale with your needs. Each level builds on the last, adding more oversight and strategic guidance.
If your company is well-established and your situation is unique, we would be energized to engineer a bespoke solution tailored to meet your exact goals.
If you’re an early‑stage or smaller business, this plan gives you a solid foundation. We handle the day‑to‑day financial tasks so you can focus on growth:
Monthly transaction categorization
Bank and credit card reconciliations
Standard monthly reports (Profit & Loss, Balance Sheet, Cash Flow)
QuickBooks support and optional setup or cleanup
Secure document portal for protected data sharing
These services correspond to a bookkeeper’s core responsibilities, such as recording income and expenses, managing payables and receivables, reconciling accounts and processing payroll.
Built for growing businesses that need more than clean books, this plan brings structure, analysis and regular guidance. It includes everything in Bookkeeping Essentials, plus:
Budget preparation and financial forecasting
Custom chart of accounts tailored to your business model
Monthly business review meetings and profitability coaching
Cash flow analysis and reporting
1099 reporting and receipt management automation tools
Year‑end tax‑ready financials
These additional services align with the controller’s role of overseeing bookkeepers, ensuring accurate financial reporting and compliance, developing internal controls and assisting with budgeting and forecasting.
For established businesses preparing for major initiatives (such as raising capital, expanding into new markets or planning an exit) this top‑level plan prepares you for CFO involvement and beyond. It includes everything in Controller Insight, plus:
Financial modeling and scenario planning to support strategic decisions
Investor and lender package preparation and due diligence support
Coordination with fractional CFOs or preparation for a full‑time CFO
Advanced financial reporting and KPI dashboards
Project or department‑level reporting for deeper insights
Sales tax filing and compliance support
Payroll management for larger teams
These services help bridge the gap to a CFO’s responsibilities, developing and executing financial strategies, financial forecasting and risk management, securing funding and managing investor relations
Schedule a free no-stress consultation.
Expert Bookkeeping & Tax Services for Austin’s small and medium sized businesses.
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