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MILLENNIAL BOOKKEEPING & ADVISORY SERVICES

Are you looking for a little more than the occasional bookkeeper? More than needing someone to process your payroll and prepare your taxes, are you looking for someone to partner with you in your business finances? Perhaps you’re looking for something in between – you don’t want to hire another full-time employee, but you’re also looking for consistent feedback on your company’s financial situation.

Millennial Bookkeeper & Advisory Services is more than a faceless entity that pushes paper. We are advisors, engaged business partners, and seasoned financial professionals. We care deeply about seeing our clients succeed, so in addition to traditional bookkeeping services, we also offer financial consulting to our clients. This consulting aspect of our business can be tailored to your needs. By hiring us as your Virtual CFO, you are bringing us on board as more than a bean counter – we become your ally.

Our Consulting Services Include:

  • Creating and maintaining a sustainable business budget
  • Cash flow analysis, including current projections and an evaluation of future cash flow needs to foster growth in your business
  • Forecasting
  • Product and/or service pricing, include analysis of profit margin and overall impact on cash flow
  • Marketing input, including assistance with marketing platforms, budget, and outlets
  • Customized business plans
  • Assistance with building an e-commerce business, including feedback on software, website platforms, and budgeting
  • Tax planning
  • Software analysis and integration
  • Creation of employee and process manuals

Millennial Bookkeeping & Advisory Services is a virtual firm that is eager to grow with your business. Based in Lewisville, Texas, and working with clients remotely nationwide, we pride ourselves on being able to meet you where you are. We are committed to serving our customers by helping them manage their finances and grow their business. Our tax services are available a la carte or as part of a larger, one-of-a-kind package. We offer free consultations for new clients – schedule your appointment today!

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