Bookkeeping Made Simple

We take care of the books, so your business can bloom!

Our Services

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Monthly Bookkeeping

Reconciliations, classify transactions, financial statement packages, and more

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Tax Preparation and Planning

Tax preparation services as well as tax planning services that will save you money!

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Quickbooks Setup and Training

Setup your QBO or QBD and provide training to staff on software and processes.

Free Introductory Consultation

Bookkeeping Services Make Your Life Easier

Just because you are a business owner doesn’t mean that your time isn’t valuable. It actually means that your time is MORE valuable. You don’t have time to waste on activities that are not revenue generating or spending time on the “why” that got you into business ownership in the first place. 

Business owners often find themselves trying to be and do everything for their businesses: Operations Manager, Marketing and Sales, and, yes, even Accountants and Bookkeepers. But often the best thing you can do for your business, your health and your family is to let go and let experts take some of the burden.

 

Ask yourself what you could be doing instead of trying to learn Quickbooks, researching taxes and accounting? What would you do with those extra hours? What would you worry less about? 

Would you spend more time with your family?

Would you call that big client that you have been trying to snag?

Would you have lunch with a friend?

Would you take a nap in a hammock in the back yard?

 Whatever it is…. don’t waste another second doing bookkeeping instead.

 

 

 

Years Experience

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Financial Understanding

Every bookkeeping package includes a monthly review of financial statements. This not only serves as an opportunity to fill in the gaps in understand the reports but also to help business owners get a handle on their business performance over time. 

Reduced Stress

We see it all the time. Business owners come to us worried about taxes, who owes them money, if they are doing this right. Bookkeeping is often an area that owners think they can easily take on themselves to save money. But this strategy often backfires and just causes more stress and worrying about what you might be missing. 

More Free Time

Let’s face it, bookkeeping done properly requires time and attention. Often business owners spend a great deal of  time trying to figure out how to use their accounting software, reading blog posts, watching YouTube videos and doing their best… only to find out 6 months down the road that they have been doing it incorrectly. Now, they have to spend more to go back and fix everything. Don’t be this business owner. Let us do it for you.

We’ve Been Helping Others For Over 15 Years

When you’ve been in accounting for as long as we have, you understand that accounting is not just about numbers. It’s about the story the numbers tell and about the characters in that story. Therefore, we are not just numbers people. We are also people people. We understand that you are looking for an ally, team member, burden – bearer … not just someone to perform transactional duties. Your goals are our goals. Your concerns are our concerns. We love serving our clients and that is what we do in superior fashion.

Let’s Answer Some Basic Questions

Let’s get some of those nagging questions out of the way for you!

How much do your services cost?

Let’s be real…. this is what you want to know, right!?? Well, unfortunately, it depends. I’m so sorry, but that is the truth. I will take a look at your books and discuss your needs in detail. Then I will provide you a quote. Let’s just talk about the elephant in the room though. Bloom Bookkeeping is not going to be the cheapest bookkeeping service you can find. Period. We are not aiming to be the cheapest. We are aiming to be the best at accuracy, service, communication and professionalism.

Will you come to my office?

Bloom Bookkeeping does not work onsite. However, most of the time, after some discussion, my clients realize that coming into the office is really not necessary. With today’s technologies, there is rarely a true need for an onsite bookkeeper. And, most activities that are onsite, are not truly bookkeeping activities, they are administrative activities. We do not provide administrative services such as filing, etc. 

Will I have to sign a contract?

No, you don’t. We will have you sign an Engagement Letter to outline the services that we agreed upon. You are able to cancel services at anytime as long as you notify us in writing before the next monthly service begins. Monthly services are due on the first of the month via an automatic payment. Cleanup and catchup projects are due 50% up front and then 50% upon completion. 

Do you charge by the hour?

Not generally. Monthly bookkkeeping services, cleanup / catchup services, tax preparation and tax planning are billed by the project and not by the hour. The amount billed covers all of the agreed upon services as outlined in the Engagement Letter. Special projects and software training are the only services billed hourly.

When will I receive my financial reports every month?

We have a goal to send financial statements by the 15th of each month for the prior month closing. However, this can be delayed if we have not received documents or answers to questions that we need to finalize the reports.

Client Testimonials

“Sharla is amazing and will take great care of your bookkeeping needs. I am so fortunate to have Sharla as an extension of my team and would recommend her to anyone looking to outsource their bookkeeping. “

Carmen Parra

CMIT Solutions of Dallas - White Rock & Highland Park

“Sharla is not only very good at her job but she will take the time to listen and answer all my questions.”

Keith King

King Office Products

“Sharla Clark is a professional ready to get your business affairs in order.”

Luis Puente

Five Rings Financial

Get In Touch

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