Professional & Trustworthy
Expert Bookkeeping Solutions
Your trusted partner for tailored bookkeeping services.
Expert Bookkeeping Solutions
Your trusted partner for tailored bookkeeping services.
Consultation Fees
Bookkeeping Consultation
• A discussion of your business operations, goals, and pain points.
• Your current systems and records will be assessed, to give you a clearer picture of the services needed.
• You will be provided with a customized quote based on your business information.
Business Start- Up Consultation
A personalized session where a financial expert helps you understand, organize, and optimize your business’s financial records. Whether you're just starting out or trying to clean up messy books, this service can be a game-changer for your operations.
IRS Letters Consultation
Help resolve back taxes, penalties, or disputes with tax authorities.
Prior Years of Un-filed Tax Returns
“Missed filing your taxes? Years or just a Year , our consultation resolves unfiled returns and guides you back on track.”
Our Services
Bookkeeping Services
Managing financial records, reconciling accounts, preparing statements.
Financial Reporting
Monthly income statements, balance sheets, and cash flow reports.
Payroll Processing
- Data Collection
- Gross Pay Calculation
- Deduction
- Net Pay Calculation
- Pay Distribution
- Tax Filing & Reporting
- Recordkeeping
Monthly Bookkeeping
- Record all financial transactions (sales, expenses, receipts, payments).
- Record all financial transactions (sales, expenses, receipts, payments).
- Reconcile bank and credit card. statements.
- Review and categorize expenses
- Generate and review financial reports (Profit & Loss, Balance Sheet)
- Track accounts receivable and payable.
- Process payroll and payroll tax filings.
- Update inventory records (if applicable).
- Backup financial data (cloud or external drive.
Quarterly Bookkeeping
- File quarterly tax returns (e.g., sales tax, payroll taxes).
- Review quarterly financial statements.
- Adjust entries for depreciation or accruals.
- Evaluate cash flow and budget performance
- Meet with accountant or bookkeeper for strategic review
- Update estimated tax payments (for self-employed or business owners)
Annual Bookkeeping
- Close out the books for the fiscal year.
- Prepare year-end financial statements.
- Reconcile all accounts thoroughly.
- Issue W-2s and 1099s to employees/contractors.
- Review and update chart of accounts.
- Conduct a full inventory count and valuation.
- Prepare documents for tax filing
- Set financial goals and budget for the new year.
Bookkeeping Catch-Up
- Behind on bookkeeping? We catch up your accounts quickly and accurately.
- Accurate records: Reconcile transactions and update reports.
- Customized process: Tailored plan to organize your past months or years.
- QuickBooks ready: Works for QBO or QBD.
- Peace of mind: Your financials are current, compliant, and ready for decisions.
Notary Public
Notarizing documents might seem like a formality, but it actually provides powerful legal and practical benefits.
Notarization (In-person or mobile )
- Real Estate Documents
- Legal Documents
- Financial Documents
- Personal Documents
- Business & Miscellaneous
Tax Services
Professional assistance with managing, preparing, and filing taxes—whether for individuals, businesses, or organizations. These services go far beyond just filling out forms; they help ensure compliance with tax laws, maximize deductions, and minimize liabilities.
Individual Tax Preparation
Individual tax preparation is the process of organizing and filing your personal income taxes with the IRS and, if applicable, your state tax authority. Whether you're a salaried employee, freelancer, investor, or retiree, preparing your taxes correctly ensures you stay compliant and potentially maximize your refund.
Business Tax Preparation
Business tax preparation is the process of organizing, calculating, and filing taxes for a business entity—whether it's a sole proprietorship, partnership, LLC, S-corp, or C-corp. It’s more than just filling out forms; it’s about making sure your business complies with tax laws while maximizing deductions and minimizing liabilities.
Sales Tax
Help businesses manage the complex task of collecting, filing, and remitting sales tax across different jurisdictions.
Franchise Tax
A state-level tax imposed on most business entities for the privilege of doing business in Texas. Despite the name, it’s not just for franchises—it applies to corporations, LLCs, partnerships, and other entities.
Tax Prep Support
Organizing records for smooth tax filing, saves time and reduces stress.
Business "Formation" Services
Incorporation
Legally registering a new business with the appropriate government authorities (e.g., incorporating a new LLC, corporation, or partnership).
- Filing Articles of Incorporation
- Apply for EIN
- Operating Agreements / Bylaws
- Registered Agent Service
- Compliance Alerts
All Businesses need a consultation to assure they are being provided the required services !
About Wesley & White
Founded in 2016, Wesley & White Bookkeeping Services LLC is dedicated to helping small businesses succeed with S-implicity, A-ccuracy, and A-ffordability.
With over eight years of financial experience, following the IRS and GAAP accounting principles to ensure precise, high-quality results.
Our mission is simple—to provide year-round support that helps individuals and businesses big or small understand their financial picture, grow your profit margins, and achieve lasting success.
At Wesley & White, you’re not just a number—your vision is a seed we’re committed to nurturing and helping flourish for years to come.
Sincerely,
Wesley & White Bookkeeping Services LLC
Smart Money Moves
Our Clients Love Us! See What They Have to Say.
Contact Us
Better yet, see us in person!
We are passionate on providing professional and accurate services to each and everyone of our clients.
Hours
Open today | 09:00 am – 05:00 pm |
Consultation's are required to evaluate your business needs.
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