Montgomery County Bookkeeping

Empowering small business success by taking the worry out of bookkeeping

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Monthly Bookkeeping
QuickBooks Online
Catch-up and Clean-up
Financial Planning
CFO Advisory Services

ABOUT BRUCE MCCONNELL

Owner Montgomery County Bookkeeping

Montgomery County Bookkeeping empowers small business success by taking the worry out of bookkeeping. We are a full-service bookkeeping firm that exclusively utilizes QuickBooks Online to provide a full suite of bookkeeping and advisory services for small business. My name is Bruce McConnell, and I am the owner of this firm. I am a former CFO/VP Finance and a Texas CPA (license inactive), with over 35 years of real-world accounting experience working for both large and small companies. I am now bringing that experience to meet the bookkeeping needs of small business. My experience has taught me that every business is unique, and no single set of bookkeeping practices will suit every small business. That is why we offer a variety of bookkeeping and advisory services that we can customize to fit most every small business’s need. Whether you are just starting out and need basic bookkeeping services or are an established small business whose needs have outgrown what is currently being done, Montgomery County Bookkeeping is here to help you succeed. Our CFO-level lens allows us to make numbers relevant, interesting, and actionable to business owners and operational managers.  We prepare and review the right data at the right time with the right people in the right format. With our suite of services, we are committed to providing small businesses with accurate, timely, reliable, and personalized bookkeeping solutions.


SERVICES

Monthly Bookkeeping utilizing QuickBooks Online

  • Recording and categorizing transactions
  • Reconciliation of bank accounts, credit cards, loans
  • Standard accounting entries as needed
  • Standard financial reports (Income Statement, Balance Sheet, Cash Flow)

Catch-up of existing or new QuickBooks Online records

  • Update and clean-up of Chart of Accounts
  • Recording and categorizing transactions
  • Reconciliation of bank accounts, credit cards, loans
  • Standard financial reports

Clean-up of existing QuickBooks Online records, for all previous months up to current

  • Recording and categorizing transactions for all previous months
  • Reconciliation of bank accounts, credit cards, loans for all previous months
  • Standard accounting entries as needed
  • Full accounting review for accuracy and compliance
  • Standard financial reports for all months/years

Financial Planning and Analysis

  • Investor or bank reports and presentations
  • Cash Flow forecasting
  • Business budget creation
  • Key Performance Indicator (KPI) reports

Fractional CFO Services

  • Business Plan creation
  • Financial performance strategy
  • Process and procedure design and documentation
  • Board, investor, or bank meetings

Other offerings

  • QuickBooks Online Setup or Migration
  • Payroll (up to 10 employees)
  • Sales Tax and Property Tax filings
  • 1099 Filings
  • Accounts Payable (Bill Pay)
  • Accounts Receivable (Invoicing)

CONTACT

Contact us today to schedule a free consultation to see how we can empower your business!
Call, Text or email

2508 Southline Rd. Conroe, TX 77384