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Bookkeeping · Consulting · Projects · Procurement

Clean books.
Clear numbers.
No surprises.

Practical business support for small and growing companies: bookkeeping, business consulting, project management and procurement, built on seven years of corporate treasury operations. Clear numbers, plain-language answers, and a small team that gets to know your business. Services in English and Spanish.

Limited availability — the client roster stays small on purpose.

7 yearsin corporate treasury and month-end close
1 dayto hear back on every inquiry
EN · ESservice in English and Spanish
Services

One team, several specialties

Books, operations, technology and suppliers handled together, not by four separate vendors. Start with one service and add more as your needs grow.

Bookkeeping

Accurate, up-to-date books and clear monthly reporting.

  • Monthly bookkeeping and reconciliations
  • Invoicing, bill pay and payment tracking
  • Payroll entries and benefit reconciliations
  • Month-end close and financial statements
  • Cleanup of past-due or messy books
  • Year-end package for your CPA

Business Consulting

Practical advice on operations, growth and daily decisions.

  • Process and workflow improvement
  • Budgeting and cash-flow planning
  • Policies, procedures and SOPs
  • Growth and operations planning
  • A sounding board for big decisions

Project Management

Technology projects planned, coordinated and delivered on time.

  • Scoping, planning and timelines
  • Software selection and rollout
  • Coordinating vendors and IT providers
  • Status tracking and reporting
  • Training and launch support

Procurement & Suppliers

Better pricing, reliable vendors and smarter purchasing.

  • Supplier sourcing and vetting
  • Bids, quotes and price negotiation
  • Contract and terms review
  • Vendor performance management
  • Spend review and cost savings
Engagements can be One-time projects Monthly support Hourly Whatever fits your business.
How It Works

A defined path, not an open tab

01

Reach out

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

02

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.

03

Engage

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

04

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 return preparation or filing. Income, sales and payroll tax returns stay with your CPA. I hand them accountant-ready books.
  • Tax, legal or compliance advice. I track deadlines and route notices, and bring in your CPA or attorney when it's their call.
  • 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.

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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).