Services


We strive to serve all of our clients, tailoring bookkeeping packages to fit your individual needs, from reconciling to paying bills. We work with business owners and managers to develop policies and procedures to streamline your back office processes and increase the overall efficiency of your business operations.

A Word About Our Packages…
Our packages were created with you in mind. Southwest Bookkeepers has done the hard work for you and designed processes and standards in a package that is perfect for your financial needs. With our 40 years of collective experience, we understand our clients needs—in some cases even before they know them—and have developed an organized way of taking care of your books from A to Z. We know that some of you may have custom needs and we can work with you on streamlining those needs, which will ultimately save you a great deal of time and money.

All Packages include:
QuickBooks file hosted on a secure hosting site
Assigned bookkeeper
Access to a Financial Manager
Secure portal to exchange reports/messages
Bank Reconciliations
Timely Reports (P&L, Balance Sheet)
Year in Review phone meeting

Other Excellent Services:
Payroll Management
Online Bill Pay
Sales Tax Reporting
A/R Management (Invoicing)
Cash Flow Reporting
Back Work for Prior Periods
Preparation and Distribution of 1099′s
Remote QuickBooks Training

Financial Freedom Package
This package is designed to support a consultant or small business with no employees and fewer than 300 transactions per month.

Choice Financial Freedom Package
This package is designed to support a small business with 1 to 3 employees and under 700 transactions.

Premium Financial Freedom Package
This package is designed to support a small business with 1 to 5 employees and under than 1300 transactions.

Elite Financial Freedom Package
This package is designed to support a business with up to 25 employees and under 2500 transactions per month.

Your Financial Freedom is My Business! Let’s Get to Work!

How can we help your business?
Contact Us Today (512) 551-0328


Capabilities:

  • Which package is going to put you on the road to financial freedom?

    Each of our packages are designed to let our experts focus on your finances so you can focus on growing your business.

  • Expert Consultation

    If you would like to discuss options for tailoring a personalized financial bookkeeping plan, we can help you, please contact us here for a free consultation.

  • Meet your Financial Freedom Team

    Learn more about Julianne Autry and Southwest Bookkeepers rich history of helping their clients succeed.

  • Phone/Fax: (512) 551-0328

  • What’s Happening on FB?

    • Best and Worst States to Be a Taxpayer http://ow.ly/vC4dw

      13 hours ago

    • Q&A: QuickBooks Payment and Happy Holidays! http://conta.cc/1GueudO

      has QuickBooks Certified Pro-Advisors on staff dedicated to assisting you with your QuickBooks needs. Whether it is for a new installation or day-to-day operational questions. Give us a call at (512)215-4043.   

      has QuickBooks Certified Pro-Advisors on staff dedicated to assisting you with your QuickBooks needs. Whether it is for a new installation or day-to-day operational questions. Give us a call at (512)215-4043.   

      December 16

    • And, here's a snapshot from our team lunch! It was nice to connect in person and spend some quality time together!

      And, here's a snapshot from our team lunch! It was nice to connect in person and spend some quality time together!

      December 12

    • Some Great Enhancements to QuickBooks Online...
      http://quickbooks.intuit.com/blog/quickbooks-online-update-december-2014/

      This QuickBooks Online update includes new settings for all, customer split view, bank rules import/export, print blank lines, and more!

      This QuickBooks Online update includes new settings for all, customer split view, bank rules import/export, print blank lines, and more!

      December 12

    • 9 Steps to Drastically Reduce Your Spending http://ow.ly/vC4dv

      December 08

    • Closing Your Books Right at Year End Tip 2: Verify petty cash entries. Make sure all petty cash entries are up to date and reconciled as of closing date. If you have numerous transactions coded to miscellaneous expense or petty cash your financials will not accurately show where you spent your money misleading at best or simply incorrect at worst. The goal of using a petty cash fund is to record small cash expenditures as expenses, in the correct time period. One of he most common mistakes is not keeping receipts of actual purchases to accurately report what was bought. Recording your petty cash entries is important to making sure all of your expenses are recorded for the yearget those write-offs inand to know your exact cash position at year-end. A lot of businesses forget about this and some of you have fairly large petty cash accounts. E-mail us at info@swbookkeepers.com if you'd like the full version of our report, Closing Your Books Right at Year-End.

      December 01

    • Tax Tip 9: Think Ahead About Where You Should be Investing. Many high-income taxpayers were impacted in the beginning of 2014. The net investment income tax applies to individuals whose modified adjusted gross income is more than $200,000 (or more than $250,000 for married couples). It includes capital gains, interest income, dividend income, passive business income and net rental income. This is something to think about when you are considering your future investment options. But, you could actually reduce your taxable income and cut your tax bill by opening and making contributions to certain tax-advantaged accounts. Consider IRA and health savings accounts. If you want to get the full version of Tax Tips report with our favorite 10 tips, you can sign up at swbookkeepers.com. http://ow.ly/vC4do

      November 24

    • Excited to meet Dave Ramsey at lunch this afternoon and to be supporters of his live event tonight!

      Excited to meet Dave Ramsey at lunch this afternoon and to be supporters of his live event tonight!

      November 20

    • Close Your Books Right this year.Tip 1: Set a closing password in your QuickBooks File .This is a no brainer. It takes a couple minutes and can save hours down the road. In QuickBooks, you can set a password to restrict access to data from the prior accounting period, including the details of every transaction. Transactions can't be changed without your knowledge. To modify or delete a transaction in a closed period, a user must know the closing date password and have the appropriate permissions. E-mail us to find out how to do this and/or if you'd like the full version of our Closing Your Books Right at Year End Report.

      November 10

    • Most people make plans and organize their personal and professional lives after the new year. But, you may be better off doing these things before we ring in the new year. Do you think it makes sense for you to do any of these? If so, why or why not? http://ow.ly/vC4dj

      November 03

    • I wasn't satisfied just to earn a good living. I was looking to make a statement.. -- Donald Trump

      October 20

    • Are you doing something fun this Halloween? I love seeing all the different costumes. Send us pictures of your Halloween costumes and/or interesting things you are doing, and I'll send you our free report on closing your year-end strong along with our free report on tax tips.

      October 13

    • Do you like to save money by buying items in bulk? If so, this article may help you learn what's good to buy in bulk and what's not. http://ow.ly/vC4d6

      October 06

    • This celebrity advise about financial products can actually do more harm than good. Beware! http://ow.ly/vC4cU

      September 22

    • 4 Ways to Use Intuit Merchant Services http://conta.cc/1r1yn6Y

      has QuickBooks Certified Pro-Advisors on staff dedicated to assisting you with your QuickBooks needs. Whether it is for a new installation or day-to-day operational questions. Give us a call at (512)215-4043.   

      has QuickBooks Certified Pro-Advisors on staff dedicated to assisting you with your QuickBooks needs. Whether it is for a new installation or day-to-day operational questions. Give us a call at (512)215-4043.   

      September 18

    • If you're interested in 'balancing' work and pleasure, stop trying to balance them. Instead make your work more pleasurable. -- Donald Trump

      September 08

    • If you are thinking of getting a credit card, you may want to read this article to find out what the best on e is for you. http://ow.ly/vC4cQ

      September 01

    • Tax Tip 7: Party On. Meals for holiday parties are 100% tax deductible as long as they are not limited to only the owner or management team. Ordering food and dining in the office is more highly deductible than going out to a restaurant to celebrate. So, next time you are thinking of having a team celebration meal, call the caterer instead of making a reservation. If you want to get the full version of Tax Tips report with our favorite 10 tips, you can sign up at swbookkeepers.com http://ow.ly/vC4cM

      August 25

    • A Tour through QuickBooks' Payroll Setup Tool and the Joy of Medleys http://conta.cc/1l7yajl

      has QuickBooks Certified Pro-Advisors on staff dedicated to assisting you with your QuickBooks needs. Whether it is for a new installation or day-to-day operational questions. Give us a call at (512)215-4043.   

      has QuickBooks Certified Pro-Advisors on staff dedicated to assisting you with your QuickBooks needs. Whether it is for a new installation or day-to-day operational questions. Give us a call at (512)215-4043.   

      August 15

    • There are no secrets to success but working harder than the guy next to you, thinking smarter than the guy next to you, and wanting it just a little more than the guy next to you. ~ Bill Rancic

      August 11

    • Who wants to get rich? I do! I wonder if I'm one of these. http://ow.ly/vC4cE

      August 04

    • 5 Things You Can Do in 15 Minutes That Could Save You $1,500 This Year http://ow.ly/vC4cA

      July 28

    • Tax Tip 6: Hire a Payroll Service. Its so much less taxing! Hiring a payroll tax service like ADP or Zen Payroll to do your payroll even if you only have a few employees will help save you time and money. They will do all of the entry and reporting for you as well as your required IRS filings. Youll know all the information will be calculated correctly, and year-end will be a breeze, since they can take care of sending year-end tax forms to employees and contractors. If you want to get the full version of Tax Tips report with our favorite 10 tips, you can sign up at swbookkeepers.com http://ow.ly/vC4cv

      July 21

    • 8+QuickBooks+Reports+That+You+Should+Be+Running+Regularly+and+Exploring+Your+Decisions http://conta.cc/1ywbdZi

      has QuickBooks Certified Pro-Advisors on staff dedicated to assisting you with your QuickBooks needs. Whether it is for a new installation or day-to-day operational questions. Give us a call at (512)215-4043.   

      has QuickBooks Certified Pro-Advisors on staff dedicated to assisting you with your QuickBooks needs. Whether it is for a new installation or day-to-day operational questions. Give us a call at (512)215-4043.   

      July 17

    • I simply want you to give to yourself as much as you give of yourself. By taking care of yourself financially, you will truly be able to take care of those you love. --Suze Orman

      July 07