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

Clean books. Clear numbers. No surprises.

QuickBooks Online bookkeeping, cleanup, and financial systems design 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.

Start with a Diagnostic 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

Three ways to work together

Every engagement is fixed-scope and fixed-price. You'll know exactly what's included, what it costs, and when it's done — before any work begins.

Start Here 01 · One-Time Review

QuickBooks Diagnostic Review

$599 flat

Credited in full toward your cleanup if you move forward.

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 English
  • Report delivered within 7 business days of access
Book Your Diagnostic
02 · Ongoing

Monthly Bookkeeping & Reconciliation

$450/mo starting

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

Books that stay current, reconciled, and CPA-ready — without hiring anyone, chasing anyone, or opening QuickBooks yourself.

  • Every transaction categorized — no "Ask My Accountant" pile-ups
  • Bank & credit card reconciliations, every account, every month
  • P&L and balance sheet by the 15th, with plain-English notes
  • Accountant-ready books at year-end — lower tax-prep bills
  • Job costing add-on for contractors & project-based work
Check Availability
03 · Project-Based

Financial Systems & SOP Design

Custom quoted

Fixed-scope proposal after a short discovery call.

I don't just maintain books — I build the systems that keep them clean. Documented workflows your team actually follows.

  • 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
  • Invoicing & accounts receivable workflow design
  • Documentation your team owns — not a dependency on me
Schedule a Discovery Call

Contractors and project-based businesses: job costing done right is a specialty here.

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 — owner-operators who need accurate books without a full-time hire.

  • Service businesses that have outgrown DIY bookkeeping
  • Contractors & project-based businesses whose costs need to land on specific jobs
  • Professional practices that want a clean CPA handoff every year
  • Owners who'd rather run the business than the books

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).