With bookkeeping off your plate, your daily task list just got shorter.

We treat your business like our own, providing the utmost attention to detail when managing your books. That’s the harmony of a Journey Partnership—we focus on meeting your bookkeeping needs while you focus on growing your business.

Bookkeeping Services:

With bookkeeping off your plate, your daily task list just got shorter. Our services include:

  • Bookkeeping and transition recording (monthly/weekly)

  • Bank and credit card reconciliation

  • General ledger

  • General ledger bookkeeping maintenance or set-up

  • Accounts Payable and Accounts Receivable (A/P and A/R)

  • Invoice, billing and estimate preparation (including progressive)

  • Payroll preparation (including direct deposit), recording, and taxes

  • W-2 preparation and/or 1099 NEC & MISC

  • Taxes, including Texas sales tax (Comptroller), Texas Workforce Commission (State Unemployment), and federal taxes (940 & 941)

  • Workers Compensation reports

  • Availability for phone/email support for bookkeeping questions

  • Financial statement preparation
    -Balance Sheet
    -Income statement
    -Profit & loss statement
    -Monthly cash flow statement

QuickBooks Services:

We utilize all the benefits QuickBooks has to offer, ensuring that your business’s bookkeeping is as efficient as possible.

  • File set-up

  • File trouble-shooting

  • File clean up and maintenance

  • Financial statements

  • Invoicing (including progressive), estimates, and job tracking

  • Payroll

  • Set-up accounts chart

Digital Office Services:

Organizing and maintaining a digital filing system can be daunting. We relieve you of this kind of stress by offering these services.

  • Filing system creation, re-creation, and organization

  • General filing maintenance

  • In-person and remote notary

Supported Software:

  • QuickBooks Desktop

  • QuickBooks Online

  • Microsoft Office (Word, Excel and Outlook)

“For over 10 years, Melissa and her skilled team has been assisting us with monthly reconciliation and reporting for several of our businesses. They understand the big picture and advise us on the best ways to label transactions, so our books are exceptionally clean. They are trustworthy and dependable, I would recommend Journey Bookkeeping to anyone looking to organize their books and keep them that way.”

Maria O., Entrepreneur