Sergio CPA & Bookkeeping Services
Let me serve you so you can focus on your business.
5.0
Sergio CPA offers specialized bookkeeping services for businesses in Texas, focusing on QuickBooks Online and providing monthly financial statements.
About
Sergio Pena, a CPA specializing solely in bookkeeping services, offers expertise in QuickBooks Online, monthly bookkeeping, payroll and sales tax integration, coordination with tax preparers, budgeting assistance, and consultation. With over a decade of experience, Sergio serves businesses in various industries, ensuring accurate financial records for efficient tax preparation.
Services
Monthly Bookkeeping Services
Prepare your financial statements and email you your monthly profit and loss reports.
Clean Up Bookkeeping
Are your books a mess? Don’t know where to begin to get organized? This service is for you.
Payroll & Sales Tax Integration
Payroll & sales tax are part of running a business. I can help you by integrating this part into QuickBooks Online.
Coordinating with Tax Preparer
Prepare and organize financial records to make tax preparation easier for your CPA or Tax Preparer
Budgeting Assistance
Assisting in the creation and monitoring of budgets to help control expenses and allocate resources effectively.
Consultation and Advice
Offering advice and consultation on basic financial matters, such as cash flow management, expense control, and financial decision-making.
Credentials & Certifications
Reviews
