My name is Sergio.
I am a CPA who focuses only on bookkeeping.
Let me serve you so you can focus on your business.
Contact Me
sergio@sergiocpa.com
Phone
(972) 591-1593
Location
My services are virtual, meaning I do not have a physical office. Rest assured, I am a real person who lives in Lewisville, TX.
My Love Letter to Clients & Tax Preparers
Sergio Pena, CPA
TX License Number: 125430
Lewisville, TX
Dear Fellow CPA or Client,
I hope this letter finds you well. My name is Sergio Pena, and I am a CPA based in Lewisville, Texas. I am reaching out to offer my services to support your bookkeeping needs.
I am dedicated solely to bookkeeping services. I have over a decade of experience working with businesses in various industries, including real estate, service industry, construction, and professional services. I understand the complexities of maintaining accurate financial records, so I focus exclusively on this accounting aspect. I take pride in providing reliable bookkeeping solutions to businesses in our local area.
As a Certified QuickBooks ProAdvisor, I specialize in assisting clients with QuickBooks Online, whether it's book clean-up, ongoing bookkeeping, or payroll and sales tax support.
I am here to alleviate the burden of bookkeeping tasks, allowing you to concentrate on receiving a clean set of books to prepare your tax return.
I have experience preparing personal and business tax returns, but I do not engage in tax work for my bookkeeping clients. Instead, I decided to focus my expertise on maintaining meticulous financial records while ensuring that clients' books are accurate and current. By working exclusively with QuickBooks Online, I can streamline the bookkeeping process for all involved in a client's business's accounting and tax aspects.
Thank you for considering me as a resource for your bookkeeping needs.
Please do not hesitate to reach out if you have any questions or if there are any opportunities for collaboration.
Sincerely,
Sergio Pena, CPA
Cell: (972) 591-1593
Email: sergio@sergiocpa.com
I am a Certified QuickBooks ProAdvisor
Services
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Monthly Bookkeeping Services
Prepare your financial statements and email you your monthly profit and loss reports.
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Clean Up Bookkeeping
Are your books a mess? Don’t know where to begin to get organized? This service is for you.
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Payroll & Sales Tax Integration
Payroll & sales tax are part of running a business. I can help you by integrating this part into QuickBooks Online.
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Coordinating with Tax Preparer
Prepare and organize financial records to make tax preparation easier for your CPA or Tax Preparer
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Budgeting Assistance
Assisting in the creation and monitoring of budgets to help control expenses and allocate resources effectively.
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Consultation and Advice
Offering advice and consultation on basic financial matters, such as cash flow management, expense control, and financial decision-making.
About Me
I'm Sergio Pena, a licensed CPA based in Texas, and I genuinely love working with numbers, bookkeeping, and accounting.
I am a CPA specializing solely in bookkeeping services. As a Certified QuickBooks ProAdvisor, my expertise lies exclusively in assisting clients with QuickBooks Online
My bookkeeping practice is a sole proprietorship. Per Texas State Board of Public Accountancy Board Rule 501.81, a disclaimer must be made that this firm is not a CPA firm.
With over a decade of experience in the bookkeeping industry, I understand the challenges of managing your business's financial aspects.
I'm here to offer my services to ease that burden for you. My passion lies in helping businesses like yours run more efficiently. Let me handle your bookkeeping responsibilities, allowing you to focus on other crucial aspects of your business.
If you're seeking a real person to answer your questions, I'm here.
Contact me to discuss how I can tailor my services to meet your needs.