Bookkeeping by Sergio, CPA | Lewisville, TX

Total Hires: 2 times
Service Area: Lewisville, TX
Team Size: 1 employee
Business Duration: 11 years

Business Hours

Currently, we do not have any information about this provider's business hours. We recommend reaching out to them directly for specific details.

Payment Methods

Cash
Check
Venmo
Zelle

Services Offered

Accounting needs

Bookkeeping
Preparing fin. statements
Preparing tax returns
Managing AR and AP

Entity type

Individual or sole proprietorship
Partnership
C-Corp / Corporation
S-Corp
Non-profit

Industry

Sales & marketing
Healthcare
Technology / IT
Manufacturing
Financial services
Education
Retail / consumer goods
Real estate
Construction
Other
Non-profit

Annual income

Less than $100K
$100K - $500K
$500K - $1M
$1M - $5M
$5M - $10M
Greater than $10M

Accounting software

QuickBooks
Xero
NolaPro
Sage
Quicken
TurboTax

Work location

My customers travel to me
I travel to my customers

About

I am a CPA specializing solely in bookkeeping services.

As a Certified QuickBooks ProAdvisor, my expertise lies exclusively in assisting clients with QuickBooks Online

www sergiocpa com

Services:

-QuickBooks Online - (I only work with QuickBooks Online)

-Cleaning Books/Catch Up Work

-QuickBooks Online Setup & Training

-Monthly Reconciliations of Bank Accounts & Credit Cards

-Profit & Loss/Income Statement and Balance Sheet Reports

-Cash Flow Management

-Budgeting

-Coordinating efforts with your CPA/Tax Preparer

-Help to file forms 1099-NEC & 1099-MISC

About Me -

I'm Sergio Pena, a licensed CPA based in Texas, and I genuinely love working with numbers, bookkeeping, and accounting.

With over a decade of experience in the bookkeeping industry, I understand the challenges of managing your business's financial aspects.

I'm here to offer my services to ease that burden for you. My passion lies in helping businesses like yours run more efficiently. Let me handle your bookkeeping responsibilities, allowing you to focus on other crucial aspects of your business.

I'm here if you're seeking a real person to answer your questions.

Contact me to discuss how I can tailor my services to meet your needs.

License

This service provider might not be licensed, so we strongly recommend that you reach out directly to inquire about their license status.

Verification

Background Check
- Sergio Pena
- Completed on 2/27/2024

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