Services

Bookkeeping Solutions

We work as your back-office finance team — consistency, accurately, and with the franchise-specific fluency most generalist bookkeepers don’t have.

Overview

We handle the day-to-day so you can run your agency. Every transaction is categorized to your chart of accounts, every bank and credit card account is reconciled to the statement, and you get a tidy financial package as early as the 14th of the month.

125+

Years of combined experience

5,000+

Month-end closes completed

40+

States with client operations
 

0

Late-night QuickBooks sessions
 

Why It Matters

Make decisions on real numbers, not the balance in your checking account.

Catch fraud, double-charges, and subscription creep within days, not at tax time.
Walk into every CPA, lender, or franchisor meeting with current, accurate financials.
Free up the time you’re spending on books and focus on growing your business.

Signs You Need This

What’s Included
Deliverables
 

Profit & Loss (monthly + YTD)

Balance Sheet

Statement of Cash Flows

Reconciliation reports
How It Works
 

01

Diagnostic & onboarding
We review your current setup, connect bank and card feeds, and standardize your chart of accounts.

02

Monthly close
Each month we categorize transactions, reconcile every account, and post adjusting entries.

03

Report delivery
Clean monthly financial package — P&L, Balance Sheet, Cash Flow, and reconciliation reports.

04

Review & support
Email and phone access all month. Optional monthly review call to walk through the numbers to game plan.

The great people at CenTex keep my business moving right alone so I don't miss a beat. They are thorough organisation starting at the top with Paul as the owner, to the people who I deal with on a daily basis, who are Jason, Sawan and Carrie. I would recommend these guys to anyone needing Payroll and Bookkeeping services.

- Brad Condon

FAQ
 
What accounting software do you use?

We will obtain access to your QuickBooks Online and scheduling software.

As early as the 14th of the month.

 

We will offer a clean-up quote as well as on going services.

 
 
 

Yes, and they’ll love us for it. We give your CPA direct access to a year-end package built the way they want it.

 
 
 

Who It’s For

The Value

Up to three in-office positions covered, including bookkeeping, billing, payroll processing, and financial reporting—without the cost of additional salaries, benefits, training, or turnover. Never worry about replacing a bookkeeper, retraining a new hire, or falling behind.

Pricing

Our flat monthly pricing is based on your agency’s monthly revenue and follows a simple tiered structure, so your investment grows as your business grows. Our fees remain below 2% of revenue, giving you predictable pricing without hourly charges or surprise invoices. Schedule a call with our team to receive a customized quote based on your agency’s size and needs.

Monthly
Bookkeeping

Categorized transactions, reconciled accounts, and a clean P&L delivered every month.

Payroll (with Paylocity)

Full-service payroll setup, processing, W-2s, W-3s, and quarterly 941 / annual 940 filings.

Bill Pay &
Invoicing

Vendor management, AP/AR, and clean invoicing so cash keeps moving.

Financial Statement Prep

Tax-ready statements your CPA will love. No surprise April scrambles.

Profit & Cash Flow Tracking

Real numbers, real insight — know where you're making money and where it's leaking.

1099 & Year-End Reporting

Contractor 1099s, year-end recs, and a fully buttoned-up close.

Franchise
Reporting

Royalty calculations, multi-unit consolidation, and franchisor-facing reports done right.

Cleanup &
Catch-Up

Behind on bookkeeping? We rebuild your books and get you current — often in weeks, not months.

Not sure what you need? Start here.

We’ll listen first, recommend second. No pressure, no jargon, no proposals you don’t ask for.