Aloe Books


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What we do





Support



  • Free initial meeting
  • Regular communication via email & phone​
  • Subscriptions to best practice software (Xero, Gusto, Expensify, Bill.com, etc)
  • Work with your current CPA or recommend one as needed


REporting



  • Budget Evaluation
  • Customized financial reports
  • Collaborative review of important financial reports - Monthly, Quarterly, Yearly


Bookkeeping



  • Efficient record keeping and transaction recording
  • Monthly account reconciliation
  • Prepare invoices and maintain accounts receivable
  • Process vendor bill payments
  • Inventory management
  • Accuracy checks


Additional services



  • Accounting software setup
  • Rescue cleanup for past and current books


How does it work?



  • We meet & greet via web or at my office
  • We discuss and evaluate your business needs
  • Aloe Books performs a business health check
  • Aloe Books creates a proposal
  • We review the proposal together via web or in person
  • You agree to the proposal
  • Aloe Books gets to work
  • We stay in contact via email, phone, and web




2919 COMMERCE ST #101, DALLAS TX 75226



Aloe Books