Harms Financial
Client Advisory Services · Individuals & sole proprietors

A CFO, one call away.

Top-tier bookkeeping for individuals who want deep knowledge of their business at the tips of their fingers — maintained on QuickBooks Online, with counsel to match.

Request a consultation → See tax prep instead
Service Cadence Fee
World-class
Exclusive advisory and record-keeping for the most valuable business leaders. Custom reports, after-hours service, monthly book close and strategy meetings.
Monthly
$450
Industry Leaders
Daily messaging access with standard reporting every quarter combined with business insight meetings.
Quarterly
$300
The Standard
Quarterly reporting and advisory meetings serving basic business needs.
Quarterly
$200
Cleanup
Disordered records brought current and reconciled before ongoing service begins.
One-time
By quote

*Every fee is priced monthly — payment plans are flexible.
Every CAS engagement is scoped after a review of your books and circumstances — the fee is agreed upon before work begins, never after.

A practice built on rigor

We are BBA Accounting students at Dallas Baptist University's Carter School of Business, on track for CPA licensure in Texas — currently being examined on the very material that governs your books. That standard of scrutiny is what you're retaining, without the overhead of a firm.

CPA-track · Dallas Baptist University

What to expect

The engagement

In scope

  • Monthly bookkeeping for individuals and the self-employed
  • QuickBooks Online setup and cleanup
  • Recurring tax and financial planning check-ins
  • Entity and structure questions (sole prop, LLC)

Out of scope

  • Audited or reviewed financial statements
  • Multi-entity or consolidated bookkeeping
  • Investment or wealth management advice
  • Legal or entity formation filings