Booked & Advised

Behind on your books? We help you get caught up— and stay that way. Because better books lead to better decisions.

Bookkeeping service (show on map)

5.0

★★★★★

7 reviews

We provide monthly bookkeeping and advisory support for small business owners who want clean books, clear numbers, and fewer surprises.

Call (972) 824-5896

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About

We provide monthly bookkeeping and advisory support for small business owners who want clean books, clear numbers, and fewer surprises. Our services include Core Bookkeeping, Core Plus Bookkeeping, and Advisory & Fractional CFO Services, each designed to reduce stress and improve financial clarity.

Experienced husband-and-wife team

Focus on clarity, accuracy, and strong leadership

Support that grows with your business

Services

Core Bookkeeping

Monthly bookkeeping that keeps your financials accurate, organized, and up to date. Includes monthly transaction categorization, bank and credit card reconciliations, monthly financial statements, and ongoing accuracy and consistency review.

Monthly transaction categorization Bank and credit card reconciliations Monthly financial statements Ongoing accuracy and consistency review

Core Plus Bookkeeping

Hands-off bookkeeping for growing businesses that want more support and visibility. Includes everything in Core Bookkeeping, plus customer invoicing and receivables tracking, vendor bill entry and payables tracking, cash-flow awareness and visibility.

Customer invoicing and receivables tracking Vendor bill entry and payables tracking Cash-flow awareness and visibility

Advisory & Fractional CFO Services

Ongoing guidance to help you understand your numbers and make better decisions. Services may include monthly or quarterly advisory calls, financial review and insights, cash flow and profitability guidance, decision support as your business grows.

Monthly or quarterly advisory calls Financial review and insights Cash flow and profitability guidance Decision support as your business grows

Credentials & Certifications

Decades of hands-on business experience

Reviews

Rating

★★★★★

Reviews

"Ben and Rita are very knowledgeable, professional, and kind."

Frequently Asked Questions

Do you handle taxes or payroll? +

No, we focus on bookkeeping and financial advisory services. However we’re happy to collaborate with your CPA or tax professional.

Do I need Core Plus Bookkeeping? +

If you want to fully delegate invoicing and bill tracking while maintaining visibility and control, Core Plus is a strong fit.

What is a Fractional CFO? +

A Fractional CFO provides strategic financial insight, forecasting, and decision support without the cost of a full-time executive.

Who benefits most from coaching and advisory services? +

Business owners who are tired of guessing and want to feel confident about the decisions they’re making benefit most. This is a good fit if you want someone to walk through the numbers with you and help you think ahead, not just hand you reports.

Is coaching a good fit for couples in business together? +

Absolutely. We help couples separate business stress from personal life, define roles more clearly, and make financial decisions together without frustration or miscommunication.