Business Details
Your Trusted Partner for Bookkeeping Solutions
ProLedge Bokkeeping Services is a professional bookkeeping firm that bridges the gap between uncredentialed independent bookkeepers and high-cost CPA firms. Our approach combines expertise in QuickBooks software with a commitment to accessible, high-quality financial services. Founded by Patrick Roney in 2012, we specialize in remote bookkeeping solutions for businesses nationwide while maintaining a local presence in Texas cities like Austin, Dallas, and Houston. Our team of certified professionals delivers personalized support, leveraging over 20 years of combined experience to optimize financial processes.We prioritize data security, technological innovation, and transparent communication to ensure clients receive audit-ready financial records. Our services extend beyond basic bookkeeping to include tax preparation, payroll integration, and strategic financial analysis tailored to small and medium enterprises.
Services
QuickBooks Training
Virtual Bookkeeping
Monthly Bookkeeping
Accounts Payable
Accounts Receivable
Account Reconciliation
Payroll Integration
Double-Entry Bookkeeping
Small Business Bookkeeping
Tax Services
Highlights and features
- We offer 24/7 support for urgent bookkeeping inquiries.
- Our team implements a patented QuickBooks integration process.
- We guarantee 100% satisfaction with our bookkeeping accuracy.
- Our professionals hold E&O insurance for client protection.
- We provide nationwide service with local Texas expertise.
What people say
Absolute GEM
Excellent service
Highly recommend
Timely professional
Clean books
Services
Virtual Bookkeeping
Our virtual bookkeeping service manages financial records remotely using cloud-based technology. This solution ensures real-time access to financial data while maintaining accuracy through daily transaction categorization and weekly account reconciliation. Ideal for businesses seeking cost-effective, scalable financial management without compromising quality or security.
QuickBooks Training
Personalized QuickBooks training sessions teach business owners and employees to navigate the software effectively. Our experts customize instruction for setup, data migration, or advanced features, ensuring users maximize efficiency. Sessions include follow-up support for ongoing implementation success.
Tax Preparation
Professional tax preparation combines bookkeeping accuracy with strategic planning to minimize liabilities. Our CPA partners ensure compliance while identifying deductions and optimizing filing timelines. Services include year-round tax strategy consultations and audit-ready documentation preparation.
Accounts Payable
Comprehensive accounts payable management tracks and organizes business expenses to prevent late payments. Our system categorizes obligations, schedules timely payments, and maintains records for tax deductions. This service reduces financial errors while improving cash flow visibility.
Account Reconciliation
Monthly account reconciliation verifies financial accuracy by matching internal records with bank statements. This process identifies discrepancies, prevents fraud, and ensures reliable financial reporting. Our experts use automated tools to maintain precise records aligned with tax regulations.
People
Patrick Roney
President
Patrick Roney founded ProLedge Bokkeeping Services in 2012 after joining the company in 2009. He specializes in helping business owners leverage financial statements for growth strategies. With over 15 years in bookkeeping, he focuses on integrating technology with financial management solutions.
Courtney Monden
Vice President
Courtney Monden serves as Vice President of Operations at ProLedge Bokkeeping Services. She manages administrative systems, technology infrastructure, and client relations. With over 13 years at the company, her expertise ensures seamless service delivery across remote and Texas-based operations.
Cheryl Johnson
Team Coordinator
Cheryl Johnson coordinates ProLedge Bokkeeping Services's bookkeeping teams with six years of experience. Her background includes senior roles in finance, HR, and operations across multiple industries. She ensures service consistency while maintaining direct client communication channels for issue resolution.
Questions
How does ProLedge Bokkeeping Services protect financial data security?
We use encrypted cloud systems and E&O insurance while following IRS data protection standards for all client financial information.
What bookkeeping software does ProLedge Bokkeeping Services specialize in?
Our team specializes in QuickBooks software integration, configuration, and training for optimal business financial management.
Can ProLedge Bokkeeping Services handle both bookkeeping and tax services?
Yes, we offer combined bookkeeping and tax preparation services with CPA collaboration for comprehensive financial solutions.
Do you offer customized bookkeeping packages?
We tailor services to business needs with flexible options for daily, weekly, or monthly financial management requirements.
How quickly can I get bookkeeping support?
Our 24/7 support team provides immediate assistance with virtual consultations available within 24 hours of request.
