At Southwest Bookkeeping LLC, we empower individuals and businesses to achieve financial clarity and success. We offer client-focused tax and accounting solutions with a personalized approach that prioritizes understanding your unique needs and aspirations.

Small Business Accounting

Comprehensive bookkeeping for small businesses (30 employees or less)
Monthly reconciliation, payroll, accounts payable management, strategic planning, and financial statement preparation.

Quickbooks Setup & Training

Seamless and personalized onboarding to the QuickBooks software, both Desktop and Online versions
Hands-on training for individuals and small groups
Assistance with setting up accounts and ensuring optimal functionality.

New Business Formation

Confidential consultations to determine the best business structure
Completion of necessary documents and filings for start-up

Tax Preparation & Planning

Comprehensive tax planning and preparation for individuals and businesses of all types
Expertise in Sole Proprietorships, LLCs, Partnerships, S-Corps, and C-Corps

Tax Issue Resolution

Efficient resolution of tax-related issues, including prior year filings, amendments, and correspondence with taxing authorities.

Client-Focused Approach

We believe in open communication, transparency, and building lasting relationships with our clients. Our goal is to empower you to make informed financial decisions and achieve your financial goals. We are committed to:

Providing personalized attention and understanding your unique situation
Delivering accurate and timely information
Working collaboratively with you to achieve success
Offering flexible service options to accommodate your busy schedule

Our Values

Client Focus: We prioritize your needs and goals.
Integrity: We maintain the highest ethical standards and confidentiality.
Professionalism: We deliver quality services with attention to detail.
Communication: We believe in open and honest communication every step of the way.

Contact us today and discover the difference that personalized financial guidance can make for you or your business.

Update Share

Positive: Lisa's efficiency and professionalism were praised for resolving Pat's back taxes quickly, and providing excellent service to Roadrunner Farms.

Negative: Disappointment and frustration were experienced by Bethany Sweat due to a lack of progress on personal taxes and unresponsiveness from Lisa.

Disappointing Experience

Bethany Sweat's experience with Lisa and her business was extremely disappointing. Despite trusting Lisa to help with business taxes and family taxes, there was no progress made on personal taxes. Additionally, attempts to reach out to Lisa, including emails, phone calls, and text messages, were ignored. This experience left a sour taste, and Bethany advises using caution when dealing with Lisa.

Exceptional Service

In contrast, Pat Brenner had a stellar experience with Lisa. With a 5-star rating, Pat was impressed with the quick and efficient handling of their back taxes. This positive experience alleviated Pat's stress and left them feeling relieved and grateful.

Excellent Service

Roadrunner Farms also had an exceptional experience with Lisa. The farm received excellent service, including training and setup to get their accounts running smoothly. The team at Roadrunner Farms highly recommends Lisa and expresses gratitude for her assistance.

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