Bookkeeping that keeps your business organized, informed and ready for what's next.
You shouldn't have to wait until tax season to find out how your business is doing. We help you maintain organized records, reconcile accounts, and get reliable reports all year long.
Your books should help you understand your business.
Many owners know their bank balance, but aren't sure:
When your books are current, you decide using real numbers — not memory or bank balances.
Built for small businesses that need reliable organization.
Consistent maintenance, all year long.
- Transaction categorization
- Bank & credit card reconciliation
- Loan account reconciliation
- Review of uncategorized transactions
- Recording merchant & payroll activity
- Recording owner contributions & distributions
- Review of receivables and payables
- Monthly profit & loss statement
- Monthly balance sheet
- General ledger maintenance
- Month-end review
- Coordination with tax preparation
Clear scope avoids confusion.
- Payroll processing
- Sales tax preparation or filing
- Bill payment or invoicing
- A/R collection, A/P management
- Inventory management, job costing
- Cleanup of prior periods
- Tax preparation or tax planning
- IRS or state notice assistance
- Forecasting or budget preparation
- CFO advisory services
- Forms 1099 preparation
- Business formation filings
A structured process designed for consistency.
Initial Consultation
We learn your business, systems, accounts, and current bookkeeping needs.
Review Your Current Books
We check if the records are ready — catch-up may be needed first.
Engagement & Onboarding
Proposal, agreement, and onboarding checklist for account access.
Account Setup
We review or build the chart of accounts and bookkeeping workflow.
Monthly Bookkeeping
Transactions reviewed, accounts reconciled, gaps flagged via the portal.
Month-End Review
We check for inconsistencies and unusual balances before closing.
Financial Reports
You receive your P&L, balance sheet, and any plan-specific reports.
Ongoing Communication
We flag what's needed, and may include periodic review meetings.
Reports that tell the story behind your business.
Profit & Loss Statement
Revenue, expenses, and profit or loss for the period. Helps you see:
- How much the business earned
- Which expenses are highest
- Whether profitability is improving
- How results compare to prior periods
Balance Sheet
What the business owns, owes, and the equity remaining. May include:
- Cash and accounts receivable
- Fixed assets
- Credit cards and loans
- Payroll liabilities and owner equity
Bookkeeping & Tax Preparation
Organized books reduce last-minute stress, missing income, and cleanup fees at tax time.
Explore Business Tax Preparation →Bookkeeping & Payroll
Payroll must agree with the books. We coordinate recording and review if we handle both.
Explore Payroll Services →Bookkeeping & Sales Tax
Sales tax collected isn't business income — it should be tracked separately from revenue.
Explore Sales & Use Tax →When Cleanup Is Required First
Missed months, unreconciled accounts, or mixed personal/business activity? Cleanup comes before monthly service.
Explore Catch-Up & Cleanup →Your business and personal finances should stay separated.
One of the most common bookkeeping problems is mixed personal and business transactions. Owners should generally maintain:
- Separate business bank accounts
- Separate business credit cards
- Clear records of owner contributions
- Clear records of owner draws or distributions
- Documentation for business expenses paid personally
- Documentation for personal expenses paid by the business
- Consistent payroll and reimbursement procedures
Bookkeeping with structure, communication and tax awareness.
We Understand the Tax Return Behind the Books
We consider how your records will later affect business tax preparation.
We Reconcile, Not Just Categorize
Accounts get reconciled to the applicable financial statements, not just tagged.
We Communicate What's Missing
We flag incomplete information and ask before closing the month.
We Explain the Reports
Depending on your plan, we help you understand what the numbers are showing.
We Support Growing Businesses
Add payroll, sales tax, tax planning, or advisory support as you grow.
Bilingual Service
Communication and client support are available in English and Spanish.
Timely bookkeeping requires timely information.
- Providing requested access
- Maintaining separate business accounts
- Uploading statements when needed
- Identifying unclear transactions
- Providing receipts or supporting documents
- Responding to monthly questions
- Notifying us of new loans or accounts
- Reporting equipment and vehicle purchases
- Reporting owner contributions and distributions
- Providing payroll and sales tax reports
- Reviewing financial reports
- Informing us of changes in business activity
Delays in receiving information may delay the monthly closing process.
Protecting your financial information matters.
Please don't send these through regular email, text, or WhatsApp:
Quick answers before you get started.
Do I need QuickBooks Online?
It's our preferred platform for most engagements. If you use another system, we'll review whether it's appropriate for your service.
How often will my books be updated?
Generally monthly, according to your service schedule and how quickly required information arrives.
When will I receive my reports?
Timing depends on your service plan and how quickly requested information is provided.
Do you need access to my bank account?
We may request secure read-only or accountant access. We never ask for your banking password by email, text, or WhatsApp.
Can you pay my bills or send invoices?
Bill payment and invoicing are separate services unless specifically included in your plan.
Does monthly bookkeeping include my tax return?
No. Business and personal tax preparation are separate services.
Does bookkeeping include tax advice?
Routine bookkeeping may surface tax-related issues, but tax planning and personalized advice are separate advisory services.
Can you take over books from another bookkeeper?
Yes. We first review the existing records to confirm they're current and reliable.
What happens if my books are behind?
Catch-up or cleanup work may be required before monthly service can begin.
Can you help me understand my reports?
Yes. Report review may be included in certain plans, or added as an advisory service.
Priced based on the scope of work.
Number of accounts, transaction volume, payroll and sales tax activity, receivables/payables, inventory, job costing, entity count, and the condition of your existing books all factor in. After reviewing your business, we'll recommend the appropriate scope and monthly fee.
Catch-up, cleanup, setup and historical corrections are priced separately.
Ready for more organized books?
Stop waiting until tax season to understand your business. Monthly bookkeeping means better financial information, less deadline stress, and more confidence in your decisions all year.
Organized books. Clear reports. Better business decisions.
ServiAmigo Tax & Advisory provides monthly bookkeeping, payroll, tax preparation and advisory support for small business owners.
Based in Magnolia, Texas. Serving clients nationwide. Service available in English and Spanish.