Bookkeeping & profit advisory · Frisco, TX

Your books are hiding profit.
We find it. You keep it.

Done-for-you bookkeeping for small businesses, plus the profit advisory most bookkeepers never offer. Clean books, clear numbers, and more money that stays yours.

8+ years with small businesses QuickBooks Certified ProAdvisor Serving clients nationwide
▼ THE RESULTS BOARD
IMPERIUM · RESULTS BOARD
FOUND FOR CLIENTS / YR
in profit found for clients every year
HOURS BACK / MO
of bookkeeping taken off owners' plates monthly
IN THE BOOKS
of small-business financial expertise

Trusted by growing local businesses

The foundation

Your books, handled.
Every entry, posted.

Audit-ready books every month, so you stop dreading your own numbers.

EN·01

Timely Reporting

Up-to-date insight into your financial health, every month.

✓ POSTED
EN·02

Monthly Reconciliation

Every transaction matches. Accurate books, real peace of mind.

✓ POSTED
EN·03

Accurate Expenses

Know exactly where every dollar goes. No more guessing.

✓ POSTED
EN·04

Year-End Filings

Walk into tax season prepared and confident.

✓ POSTED
EN·05

Payroll

Run clean, on-time payroll without the admin burden.

✓ POSTED
BALANCEYour evenings & weekends, returned.
Beyond the books

The LEDGER Method™

Most bookkeepers stop at recording what happened. We use your own numbers to grow your business, working six profit levers most owners never touch. Flip a lever. Every one is a question about your business.

LEVER 01
Frequency

How often customers buy

FLIP ME
How often do your customers come back?
SCORE IT →
LEVER 02
Referrals

Customers who bring more

FLIP ME
Do referrals happen by system, or by luck?
SCORE IT →
LEVER 03
Avg Ticket

Value of each sale

FLIP ME
When did you last raise your average sale on purpose?
SCORE IT →
LEVER 04
Pricing

Priced for profit

FLIP ME
Are your prices built on your real margins?
SCORE IT →
LEVER 05
Margin

Keep more of every dollar

FLIP ME
Which jobs actually make you money?
SCORE IT →
LEVER 06
Cash

Flow you can count on

FLIP ME
Can you see your cash 60 to 90 days out?
SCORE IT →
Score my six levers → the free LEDGER Audit

Free · under 2 minutes · your two biggest leaks, named

"We sweat the numbers so you don't have to. Then we help you grow them."
Free · under 2 minutes · no call required

What's your Profit Health Score?

Answer 20 quick questions, two for each checkpoint, and we'll show you your Profit Health Score and the two places money is quietly leaking out of your business. Yours to keep, whether we ever talk or not.

  • A clear score across your books and all six profit levers
  • Your two biggest leaks, named
  • The first move to plug them
YOUR SCORE · UNREVEALED
Your number already exists.

You just haven't seen it yet. 20 questions, about two minutes, and the board shows your score.

Reveal my score →

Free · no call required · your results to keep

Three ways to work with us

Start with clean books.
Grow into a profit partner.

Final pricing is set to your transaction volume. You'll have the exact fee, in writing, before we touch a ledger.

Essentials

Done-for-you bookkeeping, off your plate for good.

  • Monthly bookkeeping & reconciliation
  • Bank & credit card matching
  • Monthly financial statements
  • Email support
Book a Call

Partner

Hands-on profit planning. Your advisor, never your overhead.

  • Everything in Growth
  • Monthly LEDGER strategy session
  • Rolling 90-day cash flow forecast
  • Annual review & planning session
  • Premium support
Book a Call

Payroll can be added to any package. Not sure which fits? The free LEDGER Audit will point you to the right one.

Month-to-month, with your exact flat fee in writing before we start. No long-term contracts, no surprises.

How it works

Three simple steps

1

Take the LEDGER Audit

Answer 20 quick questions and get your Profit Health Score in about two minutes.

2

Book Your Free Call

A quick 15-minute Profit Clarity Call to walk through your leaks and the fix.

3

Start Your Plan

A custom plan that brings clarity, calm, and more profit.

Becca Kelly, QuickBooks Certified ProAdvisor PROADVISOR · L2 · PAYROLL
Meet your bookkeeper

Hi, I'm Becca Kelly

For 8+ years I've helped small business owners get clean, current books and the financial clarity that comes with them. My clients stop dreading their numbers and start using them to grow.

We take the scary out of money.

QUICKBOOKS PROADVISOR L1 PROADVISOR L2 PROADVISOR PAYROLL
What clients say

Trusted by growing businesses

★★★★★
"

Our books were a total mess. Now we understand our cash flow with accurate P&L statements. It's taken the stress out of our finances.

RL
Richard L.CLIENT
★★★★★
"

I've worked with many bookkeepers and Becca is the best for speed, accuracy, and attention to detail. She's a true professional.

KK
Karen K.CLIENT
★★★★★
"

None have matched Becca's efficiency, precision, and reliability. I finally trust my numbers.

EF
Eric F.CLIENT
Questions, answered

Frequently asked questions

How much does proper bookkeeping cost?+
Pricing is custom, because a two-truck lawn crew is not a 20-man painting outfit. You'll know the exact fee, in writing, before we touch a ledger.
Will you judge my messy books?+
Not a chance. We've seen worse. Besides, the parable of the talents starts with what you have now, not perfection.
Do you replace my CPA?+
No. We make your CPA's life easy, and your tax bill lower, by handing them clean, timely books.
What software do you use? Is it secure?+
We primarily use QuickBooks Online for its robust features and industry-leading security. All our processes follow strict data privacy and security protocols to protect your sensitive financial information.
What is the timeline for getting started?+
Typically we can have your bookkeeping set up and streamlined within 1 to 2 weeks, depending on the current state of your records. We work efficiently to get you up and running quickly, and to keep you there.
What happens on the free Profit Clarity Call?+
Fifteen minutes on Zoom. We look at where your books stand, walk through your LEDGER Audit results if you took it, and map the first moves. No pitch and no obligation. You leave with clarity either way.

Ready to stop dreading your books?

Book a free 15-minute Profit Clarity Call. No commitment, just clarity on where you stand and what's possible.

Book my free call →

Prefer to start smaller? Take the free 2-minute audit first.

Get My Free Score Book a Call