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INDUSTRY-TAILORED BOOKKEEPING

MUSIC & ARTS | CONSTRUCTION | NON-PROFIT

 

WHO WE ARE

Based in Austin, Texas, BMS Financial is a boutique bookkeeping firm that started from a love for numbers. That's right, we really do love this stuff! With diverse and accomplished business backgrounds in construction, financial, 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! We will take the stress of bookkeeping off your plate, but our real passion is helping you use those numbers to make quick and accurate business decisions confidently.

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Analyzing the data

WHAT WE DO

BOOKKEEPING

FINANCE

TAX
STRATEGY

SOFTWARE CONSULTING

 

INDUSTRIES WE LOVE

Job Costing 
Vendor Management 
Cash Flow Projections

CONSTRUCTION

Tax Planning 
Budget & Goal Setting 
Administrative Support

MUSIC & ARTS

990 Tax Preparation
Program Tracking 
Donor Management

NON PROFIT

 
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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.

 

WHAT WE KNOW BEST

SOFTWARE WE SPECIALIZE IN

Quickbooks Certified Proadvisor Advanced
XERO ADVISOR CERTIFIED
Buildertrend
Gusto Payroll
TSheets
Taxact Professional
 

OUR PRICING

BMS Financial offers fully customized financial services for every client

CONSULTANT

Starting at $75/hr


IDEAL FOR 

Start-ups 

Seasonal Business Cycles 

Clean-up Work 

Quickbooks Training

ADVISOR

Starting at $500/mo

IDEAL FOR 

Growing Companies 

Lite Bookkeeping Needs 

Tax Strategy & Planning 

Hands-On Business Owners

FINANCIAL

Starting at $1500/mo


IDEAL FOR 

Established Businesses 

Complex Reporting 

Cash Flow Projections 

Vendor Management

 

OUR CLIENT TESTIMONIALS

WE ARE GREAT AT WHAT WE DO.

But don't just take our word for it. 

Below are just a couple of the many positive testimonials we have received from our clients who we have the pleasure of working with

"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 needs, which vary even across our own industry. Because of that, we were able to implement all of it MUCH faster than trying to do it on our own. Partnering with BMS has turned the headache of bookkeeping into something that is manageable, useful, and an important part of our business. It allows us to focus on what we do best."

Ryan Degennaro
CORE Group

"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!

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info@bmsfinancialtx.com  

©2020 by BMS Financial