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BENNETT Strategies
Bennett Strategies LLC Bookkeeping & Financial Systems · DFW & Remote

Clean books. Clear numbers. No surprises.

QuickBooks Online bookkeeping, cleanup, setup, and financial systems for small businesses — built on seven years of corporate treasury operations. Your books stay accurate, your CPA gets a clean handoff, and you always know where your business stands. Services in English and Spanish.

See services & pricing See how it works

Limited availability — the client roster stays small on purpose.

Led by a corporate treasury professional who manages bank reconciliations, payment operations, and month-end close at enterprise scale — and brings that same rigor to small business books.

Services

A service for every stage of your business

Everything is fixed-scope and fixed-price — you'll know what's included, what it costs, and when it's done before any work begins. Tap any service for the full breakdown.

Just Starting Out?

For when you don't need a project — you need a knowledgeable second set of eyes. We hop on a screen-share, look at your QuickBooks together, and work through your questions in real time. You get a short written recap afterward.

  • 60 minutes, live, on your actual books — not generic advice
  • A written recap of answers and next steps
  • If it turns out you need a cleanup, the $150 credits toward your diagnostic
Book a Session

For new or nearly-new businesses with little or no history to fix. I set up (or straighten out) your QuickBooks Online file so it fits how your business actually works — then teach you to drive it.

  • QBO file setup, or review of the one you started yourself
  • Chart of accounts built for your specific business
  • Bank & card feeds connected, invoicing configured
  • A 60–90 minute hands-on training walkthrough
  • A one-page "keep it clean" guide + 30 days of email Q&A
Start Right
Core Services

Books that stay current, reconciled, and ready for your CPA — without hiring anyone, chasing anyone, or opening QuickBooks yourself. Pick the size that fits today; move up when your business does.

Solo$275/mo Owner-operators: 1 bank account + 1 card, up to ~75 transactions/month. Monthly reconciliation, P&L, and a quarterly check-in call.
Growing$450/mo Up to 2 bank accounts + 1 card, ~150 transactions/month. Full monthly reporting — P&L and balance sheet by the 15th, with plain-language notes.
Establishedfrom $700/mo Higher volume, multiple accounts, and job costing for project-based businesses. Custom-quoted to your actual activity.
  • Every transaction categorized — no mystery piles waiting for year-end
  • Bank & credit card reconciliations, every account, every month
  • Accountant-ready books at year-end — lower tax-prep bills
  • Add-on: job costing — know what each project actually makes

Your exact monthly price is set before we start — it doesn't change unless your business does.

Check Availability
Recommended

Not sure how good (or bad) your books are? This isn't a discovery call — it's a working review with a written report you keep, whether or not we ever work together again.

  • Written findings report — every issue, prioritized by impact
  • Dollar amounts attached to the problems, not vague warnings
  • A fixed-fee quote to fix what's found — no hourly billing
  • A 60-minute walkthrough call, in plain language
  • Report delivered within 7 business days of access

Credited in full toward your cleanup if you move forward.

Book Your Diagnostic

I don't just maintain books — I build the systems that keep them clean. Clear, written procedures shaped around how your business actually operates.

  • QuickBooks Projects architecture — costs, estimates & invoices that tie together
  • Chart of accounts restructured around how you actually operate
  • Written SOPs: check entry, receipts, vendor payments, month-end close
  • Invoicing & accounts receivable workflow design
  • Documentation your team owns — not a dependency on me

Fixed-scope proposal after a short discovery call.

Schedule a Discovery Call
A specialty: contractors & project-based businesses. Job costing, estimate-vs-actual tracking, and the documentation that keeps closeouts clean.
How It Works

A defined path, not an open tab

i.

Reach out

Fill out the short form below. No payment, no commitment — you'll hear back within 1 business day.

ii.

Fit call

A free 15-minute call. You size me up, I make sure I can genuinely help — and we both decide before a dollar changes hands.

iii.

Engage

You receive a written engagement letter with exact scope, price, and timeline — then a secure payment link. Work begins once both are in.

iv.

Deliver

Diagnostic report in 7 business days, monthly books by the 15th, systems on the quoted date. As promised, every time.

The Right Fit

Honest about both sides of the line

Who this is for

Bennett Strategies works with small businesses across DFW and remotely — owners who need accurate books without a full-time hire.

  • Service businesses that have outgrown DIY bookkeeping
  • Professional practices that want a clean CPA handoff every year
  • Online sellers & product businesses juggling multiple payment platforms
  • Contractors & project-based businesses whose costs need to land on specific jobs
  • Brand-new businesses that want to start right the first time

What I don't do

Clear boundaries make better work. A few things stay off the menu:

  • Tax preparation or filing. I prepare accountant-ready books and work directly with your CPA — I don't replace them.
  • Payroll processing. I'll make sure payroll hits your books correctly, but a dedicated payroll provider should run it.
  • Miracle deadlines. Quality work on a defined timeline — communicated up front, delivered as promised.
Get Started

Tell me about your books

A few quick questions so our fit call is worth your time. No payment is collected here.

No payment is collected here. Next step is a free 15-minute fit call — you'll hear from me within 1 business day. If we're a good fit, you'll receive a written engagement letter and a secure payment link before any work begins.

Something went wrong sending your message. Please email me directly at admin@bennettstrategies.com — I'll respond within 1 business day.

Got it — talk soon.

Your message is in. You'll hear from me within 1 business day with a couple of times for your free 15-minute fit call. Keep an eye on your inbox (and spam folder, just in case).