Messy books happen, especially in service-based businesses where you’re selling time, expertise, and client work. I enjoy cleaning up books and organizing records for small business owner and service providers from contractors and home service pros to consultants, creatives, wellness practices, and local shops. Whether it’s uncategorized transactions, unreconciled accounts, or months (or years) of backlog, I’ll bring your books up to date, accurate, and easy to understand so you can focus on your clients and run your business with confidence.If you would like a free consultation please fill out the form below with a brief description and we will set up a time to chat. I look forward to meeting you.
Services
Bookkeeping cleanup and catch-up
Monthly bookkeeping and account reconciliations
Financial organization and process improvement
Preparation of internal financial reports (profit & loss, balance sheet, cash flow)
Ongoing support to help you understand and stay on top of your numbers
Serving the Austin Texas AreaJames D. Yates, CPA is an individually licensed CPA with the state of Texas. This is not a CPA firm and these services are not regulated by the Texas State Board of Public AccountancyFinancial information provided is intended solely for internal management purposes. I do not perform compilations, reviews, or audits, and no assurance is expressed.