Barnes Homestead
Financial Solutions LLC
Services
How it Works
We support you from the very beginning with a clear and collaborative process:
Free Consultation
Let’s talk about your business, where you are heading, and the kind of support you require to meet your goals.
Needs Assessment
We will take what we have learned in our meeting and outline the key areas where we can help, from bookkeeping to reporting and more.
Custom Service Proposal
You will receive a clear, no-pressure proposal with pricing, timelines, and next steps, all built around your business.
What We Offer
Below is an overview of the services we currently offer, each work plan included in your proposal is customized based on your business’s unique needs.
Bookkeeping Services
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QuickBooks setup and ongoing maintenance
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Transaction categorization
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Spreadsheet-based tracking for smaller businesses
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Account reconciliations (e.g., cash, A/R, A/P, and more)
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Monthly, quarterly, or catch-up bookkeeping
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Form 1099 preparation and filing for contractors
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Coordination with your CPA or tax preparer, we’ll provide the necessary documents on your behalf
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Ongoing transaction cleanup and accuracy checks
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General ledger support
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Reporting
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Monthly or quarterly financial summaries
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One-on-one meetings to review financial performance
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Customized QuickBooks reporting
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Budget vs. actual comparisons
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Year-end summaries to assist your tax preparer
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Payroll Services
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Payroll setup in QuickBooks
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Payroll processing for employees and contractors
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Payroll tax filings through QuickBooks
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Payroll journal entries and account reconciliation
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Ongoing support with payroll bookkeeping maintenance (Note: we do not offer legal or HR services)
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Admin and Audit support
We know audits, reviews, and financial admin can be time-consuming, we’re here to reduce the burden: ​
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Organizing and maintaining digital financial records
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Retrieving and compiling supporting documentation for audits or reviews
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Liaising with auditors to streamline requests and responses
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Setting up weekly or monthly workflows to support smoother financial operations
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Light operational support to improve financial organization and efficiency
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Frequently Asked Questions
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Do I need to use QuickBooks to work with you?
No. While we specialize in QuickBooks, we’re happy to work with spreadsheet-based tracking for smaller businesses or those just starting out. We can also help get you set up on QuickBooks if you're new to the platform.​
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Can you help me prepare for tax season?
Absolutely! We’ll coordinate directly with your CPA or tax preparer and provide the financial reports and documentation they need to file your return accurately and on time.
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Are your services locked into a contract?
Not at all. Our services are offered month-to-month, and you can cancel at any time. If you ever decide to pause or move on, we’ll help transition your financial documents back to you smoothly and securely.
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Do you offer one-time or catch-up bookkeeping?
Yes! Whether you’re behind on your books or just need help catching up, we offer flexible services on a monthly, quarterly, or custom basis depending on your needs.
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Do you offer tax preparation services?
While we currently offer limited tax-related services, such as Form 1099 preparation and payroll tax filings, we do not yet provide personal or business income tax return preparation. That said, we’re working toward expanding into this area and will update the Services section on our website when it becomes available.
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Do you work with businesses outside of Texas?
Yes! We support small businesses remotely across the U.S. using secure, cloud-based tools.
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What happens after I reach out to you?
We’ll schedule a free consultation to learn more about your business and where you need support. After that, we’ll put together a custom work plan and proposal tailored to your goals.
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Can I switch to you from a previous bookkeeper?
Yes. We’ll work with you to transition your books smoothly, whether it’s a fresh start or a mid-year handover.
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What does working with you look like month-to-month?
Each client relationship is a little different, depending on your needs. For ongoing work, we’ll typically set a monthly or quarterly schedule for deliverables, communication, and updates.