Embedded Files
Books you can build on.
SERVICES OFFERED
SERVICES OFFERED
Bookkeeping Cleanup
Best for: Businesses 6–24+ months behind or those with "messy" QuickBooks files.
The Deliverable: A fully reconciled, CPA-ready Trial Balance.
Key Tasks: Deep-dive bank/credit card reconciliations, 1099 verification, and clearing out "suspense" or "uncategorized" accounts.
Monthly Oversight
Best for: Stable businesses needing professional-grade accuracy.
The Deliverable: A Monthly Financial Package (P&L, Balance Sheet, Statement of Cash Flows).
Key Tasks: Full-cycle bookkeeping, A/P and A/R management, and 941/940/TWC payroll oversight.
Strategic Insight
Best for: Owners who want to grow or understand their margins.
The Deliverable: Custom management reports and a 30-minute "Strategy Sync."
Key Tasks:
Cash Flow Forecasting: Helping you see "the runway" for the next 90 days.
Budget vs. Actual Analysis: Explaining why you are over or under budget.
Ad hoc and other custom reports as necessary.
Also offering "white-label" support to tax firms with clients needing bookkeeping or other support.
I have spent the last 11 years living and breathing full-cycle accounting and financial statements. My background as a Bookkeeper, Payroll Accountant, and Senior Accountant has taught me that numbers are more than just data - they are a story. My goal is always to look past the spreadsheets to see what’s actually happening with a business’s health and where it's headed next.
I have deep roots here in The Woodlands and North Houston, but thanks to modern tools, I’m able to bring that corporate-level logic and precision to business owners across Texas and beyond.
I specialize in "clean-to-close" projects—taking disorganized records and transforming them into CPA-ready financial foundations. Whether you are navigating rapid growth, preparing for tax season, or looking for a clearer path to profitability-I can provide the insight you need to lead your mission with confidence.
I would love to hear more about your business and where you want to take it next. Let’s grab a coffee or set up a meeting and see how I can help you get there.
Call or Text: (832) 915 - 0436
Email: dnettles@apollobk.com
Google Sites
Report abuse