Bookkeeping from a small business financial expert

Our Bookeeping Services

At Citrine Tax Solutions, we offer tailored bookkeeping services, including monthly reports and account reconciliation. With QuickBooks Online training and support, we empower you to confidently handle your finances.

Monthly Bookkeeping and Reports

At Citrine Tax Solutions, our monthly bookkeeping and reporting services are designed to keep your financials organized and transparent. By meticulously recording every transaction and generating detailed reports, we provide you with a clear and accurate picture of your business’s financial health. These reports help you make informed decisions, track progress, and plan for the future with confidence. Our expertise ensures that your books are not just balanced, but also insightful, allowing you to focus on your business growth while we handle the numbers.

Account Reconciliation

Ensuring accuracy in your financial records is paramount, and our account reconciliation services at Citrine Tax Solutions are second to none. We diligently compare your financial records with bank statements to identify and resolve any discrepancies. This process helps prevent errors and fraud, ensuring that your books are always accurate and up-to-date. With our comprehensive reconciliation services, you can trust that your financial statements reflect the true state of your business, providing you with peace of mind and confidence in your financial reporting.

QuickBooks Online Training and Support

Navigating financial software can be challenging, but with Citrine Tax Solutions, you don’t have to go it alone. Our QuickBooks Online training and support services are designed to empower you with the skills and knowledge needed to manage your business’s finances confidently. Whether you’re new to QuickBooks or looking to enhance your existing skills, our personalized training sessions cover everything from basic setup to advanced features. Additionally, our ongoing support ensures that you have expert assistance whenever you need it, making QuickBooks a powerful tool in your financial management toolkit. With Citrine Tax Solutions, you gain the confidence and competence to handle your bookkeeping tasks efficiently and effectively.

Monthly Bookkeeping

Small businesses starting at $150 per month

Your books will be maintained on a monthly basis, with all transactions entered in QuickBooks.
Your bank and credit card accounts will be reconciled.
Financial statements will be prepared and emailed on a monthly basis.

Quarterly Review and Reconciliation

Small businesses starting at $500 per quarter

Annual Review and Reconciliation

Small businesses starting at $1,250 per tax year

QuickBooks Setup & Training

QuickBooks account set up with 1 hr Zoom training session starting at $150

Add-On Services

Texas Quarterly Sales Tax Returns: $75 per filing

Texas Annual Franchise Tax Reports: $150 per filing

Annual Federal 1099 Filing: $25 per contractor

*Pricing may vary depending on the complexity of the work and/or large volume of transactions.

*Pricing does not include audit support.

Ready to Simplify Your Bookkeeping?

Let us take care of your bookkeeping, payroll and tax needs.