Who We Are

Austin, Texas-based BMS Financial is a boutique consulting firm that came together from a love for numbers. That's right, we really do love this stuff! With diverse and accomplished business backgrounds in construction, finance, software, and real estate industries, we now dedicate our time to helping small business owners get back to doing what they love by doing what we love – numbers!

Bookkeeping

Finance

Tax Strategy

Software Consulting

Why Clients Love Us

We understand how much time, money, and effort it takes to run a small business. Having solid financials without sacrificing cash flow is an important part of any successful company.  We focus on bridging the gap between the out-of-box bookkeeping solutions and high-priced CFO services. By focusing on specific industries and adopting technology-driven workflows, we are able to offer big business financial services with a small business personality - at a small business cost. Collaborating towards decisions around the growth and sustainability of your business while providing you with financial information that you can trust, in a format tailored to your business.

Industries We Love

Construction

Job Costing 

Vendor Management 

Cash Flow Projections

Music & Arts

Tax Planning 

Budget & Goal Setting 

Administrative Support

Non Profit

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990 Tax Preparation

Program Tracking 

Donor Management

What We Know Best

Software we like to nerd out on so you don't have to

"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

Say hello!

We'd love to hear about what you've got going on. Tell us how we can help!