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Bookkeeping, Business Consulting and Formations

Did you know that the foundation of tax savings begins with accurate bookkeeping? Whether you are just beginning your entrepreneurship journey or an established business, let us help you get on track with bookkeeping, a consultation or all three. We love businesses and we want to help you succeed!

Accounting/Bookkeeping

Are you a business owner that is too busy running their business to manage the books or simply do not know where to start? We offer accounting and bookkeeping services, because we understand the value of maintaining accurate accounting records. We use project based pricing for our bookkeeping services to ensure we customize our packages to the needs of our clients.

Business Consulting

Are you a startup or established business looking for guidance on accounting and tax matters? We take the time to listen and address your concerns by providing meaningful solutions. KLSM has also developed material on how to protect your business from an accounting, tax, and fraud perspective that we share during each consultation absolutely free. Our business consultations start at just $500. 

Business Formations

Are you looking to setup your business? We setup businesses only within the State of Texas. We offer two options: (1) A document only option $600 + filing fees and (2) Full service option $800 + filing fees. Our service includes drafting all necessary documents, a corporate kit, filing all necessary forms with the State and IRS to obtain Tax ID numbers, and mailing charges. The full service option includes an hour consultation with a CPA to get the entity formed and streamlined with your overall business plan.

Accounting & Bookkeeping Packages

Hello, business leader! If you're ready to take control of your finances without any stress, our Accounting and Bookkeeping package is exactly what you need. Our skilled team of financial experts will maintain records flawlessly while you focus on dominating the business—no calculations necessary! Rest assured, your finances are in capable hands, we might even add a touch of fun with some quirky hats!

Business Elite CFO Package

Monthly Plan 

  • QuickBooks Diagnostic​

  • 12 accounts 

  • Chart of accounts setup / review

  • Classifying and recording transactions

  • Reconciling all business accounts

  • Journal entries

  • Quarterly federal income tax estimation

  • Accounts Receivable

  • Accounts Payable

  • Accounting policy review

  • Budget Creation

  • Cash flow forecasting

  • Key performance indicators

  • Tax Dome Portal

  • Firm communications and newsletters

  • Auto pay with ACH on file

  • ​Monthly financial review 

  • Payroll

Business Plus

Monthly Plan 

  • QuickBooks Diagnostic​

  • 6 accounts 

  • Chart of accounts setup / review

  • Classifying and recording transactions

  • Reconciling all business accounts

  • Journal entries

  • Quarterly federal income tax estimation

  • Budget creation

  • Tax Dome Portal

  • Firm communications and newsletters

  • Auto pay with ACH on file

  • ​Quarterly financial review 

Business Compliance

Monthly Plan 

  • QuickBooks Diagnostic​

  • 3 accounts 

  • Classifying and recording transactions

  • Reconciling all business accounts

  • Journal entries

  • Quarterly federal income tax estimation

  • Tax Dome portal

  • Firm communications and newsletters

  • Auto pay with ACH on file

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