📚 Our Bookkeeping Services

Streamlined. Stress-Free. Smart.
At LeadBookkeeping, LLC, we specialize in providing comprehensive, reliable bookkeeping services tailored to the unique needs of small and mid-sized businesses. Whether you're just getting started or scaling fast, our goal is simple: keep your books clean, organized, and actionable.

With years of experience and a client-first approach, we offer bookkeeping solutions that give you peace of mind — and the financial clarity to make informed decisions.

🧾 What We Offer

🔹 1. Transaction Recording

Every dollar counts — and we track every single one.
We meticulously record and categorize all your business transactions, ensuring your financial records are accurate, up-to-date, and audit-ready. Whether it's purchases, sales, expenses, or transfers, we handle the details so you don’t have to.
Why it matters:
✅ Maintains accurate profit/loss reporting
✅ Supports smarter budgeting
✅ Helps detect financial inconsistencies early

🔹 2. Bank Reconciliation

Keep your books in sync with your bank accounts.
We reconcile your bank and credit card statements monthly to catch discrepancies, identify unauthorized charges, and ensure that your records are 100% accurate.

Benefits of Bank Reconciliation:
✅ Avoid overdrafts and accounting errors
✅ Detect fraud or duplicate charges
✅ Maintain confidence in your financial data

🔹 3. Accounts Payable & Receivable Management

Maintain positive cash flow and build stronger vendor/customer relationships.
We help you track what you owe (payables) and what’s owed to you (receivables). We’ll also create and manage invoices, follow up on late payments, and ensure timely bill payments — all while keeping you informed every step of the way.
Why this matters:
✅ No more missed payments or lost revenue
✅ Clear overview of upcoming inflows/outflows
✅ Better cash flow forecasting

🔹 4. Financial Reporting

Turn data into direction with detailed financial reports.
We deliver timely and customized monthly, quarterly, and annual reports to give you a full picture of your business performance. These reports include income statements, balance sheets, cash flow statements, and more.
Included Reporting:
✅ Profit & Loss Statements
✅ Balance Sheets
✅ Cash Flow Statements
✅ Custom KPI Tracking (upon request)

💼 More Than Bookkeeping: Partner Services from Anka Consulting

We’ve partnered with Anka Consulting to expand the value we deliver to your business. In addition to bookkeeping, we offer access to high-quality:

📑 Tax Services

No more tax-time stress. Let us help you prepare and file your taxes accurately and on time, whether you’re a sole proprietor or incorporated.
✅ IRS-compliant returns
✅ State and federal filing
✅ Maximize deductions & savings

🧮 Tax Planning

Don't just survive tax season — plan for it. We provide strategic advice that helps you minimize tax liabilities while remaining fully compliant.
✅ Entity structuring guidance
✅ Year-round advisory support
✅ Tailored tax-saving strategies

🧾 Payroll Services

Your team depends on accurate, on-time pay — and we make it happen. We offer simple, streamlined payroll solutions that cover everything from processing to reporting, ensuring your employees are paid accurately and your tax filings are correct.
✅ Weekly, bi-weekly, or monthly payroll
✅ Payroll tax filings
✅ W-2 & 1099 issuance

💡 Why Anka Consulting?

"Anka shares our core values — accuracy, professionalism, and personalized service. Together, we help clients streamline both bookkeeping and broader financial processes."

🔧 Behind on Your Books? No Problem.

We also specialize in Bookkeeping Clean-Up and Catch-Up Services for businesses that have fallen behind. Whether you're preparing for tax season or applying for a loan, we'll help you get your books in order — fast.

🔒 Why Our Clients Stay with LeadBookkeeping

Here’s what sets us apart:

Industry-Specific Expertise – From construction and retail to consultants and e-commerce

Virtual & Local Services – Based in McAllen, TX but serving businesses across the U.S.

Easy Onboarding Process – We walk you through every step

Flexible Packages – Monthly, quarterly, and project-based pricing available

Top-Rated Support – Quick response times and proactive advice

🗣️ “He was able to clean up two years of messy books in less than 2 months. Javier has been a tremendous help to our business!”
— Craig Elkins, Elkins Grain, LLC