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BMS Financial


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Who We Are

BMS Financial is a boutique financial service group based in Austin, Texas. We see ourselves as a network of quality independent consultants who collaborate often. From the start, this proved to be our strength. Our shared love of business and financial reports and ratios brought us together. We know, we're nerds. After decades of corporate experience in accounting, human resources, marketing, and executive management, our goal these days is to help small businesses become better at doing what they love, by doing what we love - numbers.

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What We Do






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Frost Building Austin BMS

Why Clients Love Us

We know two things for sure:

  • You put a lot of time, effort, work, and money into your business

  • To be successful in business, you need good financial management.

We provide solutions that bridge the gap between out-of-the-box bookkeeping solutions and high-priced financial firms.

By specializing in specific industries and implementing technology-driven workflows, we can deliver quality financial services with a small business personality - and at a small business price.

We provide you with tailored financial information meant specifically to address your business' needs. Our services are structured to ensure we deliver services that will help you make informed decisions and sustainably grow your business. 

Home: Why clients love us

Industries We Love


Investment Fund Reporting

Fractional Financial Management

Financial Forecasting


Job Costing 

Vendor Management 

Cash Flow Projections

Music & Arts

Tax Planning 

Budget & Goal Setting 

Administrative Support

Home: Industries

What We Know Best

Technology we nerd out on so you don't have to. 

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"We are a busy company and having Erica on the team has made our entire accounting process easy for everyone. She really knows the indepth details of our industry and keeps on top of all things accounting. We are looking forward to a long relationship with Erica and the BMS team."

Brian Krpec

Affluent Exteriors

"There really are not many affordable companies out there who understand the nuances of the real estate industry. BMS took the time to really understand our company’s unique needs. Because of that, we were able to implement all of it MUCH faster than trying to do it on our own. 

Ryan Degennaro

CORE Group Management

"Erica is such a pleasure to work with! She takes the time to address our financial questions, and has a great attitude to boot! Our business is multi-faceted, and Erica works closely with us to ensure that everything is accurate in our financials. I would highly recommend Erica!"

Lauren Dahar

Houston Piano Company

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