Who We Are
Whether it’s keeping your tax and books in check or creating smooth financial processes, we’ve got your back.Based in Austin, Texas, we specialize in bookkeeping, tax services, strategic consulting, and financial systems design, all tailored to meet the needs of small and growing businesses like yours.​BMS Financial is backed by a small network of small business consultants who are here to help!With years of experience in accounting, executive management, HR, and more, we’re here to help you build better systems and make smarter decisions with the right partner by your side. Whether it’s tackling tax season, streamlining workflows, or building a long-term financial plan, we’re ready to deliver solutions you can trust—always with integrity and attention to detail. Our goal is to work together to take your business to the next level.​
What We Do
Bookkeeping
Meticulous records are the foundation of business success. We handle the details so you can see the big picture.
Tax Services
Navigate the tax season with ease. Our expertise ensures compliance and maximizes savings.
Strategic Consulting
Decisions matter. With our seasoned guidance, navigate your business terrain with confidence.
Financial System and Process Design
More than software implementation — we architect efficient financial systems, internal processes, and workflows, paving the way for your day-to-day operational excellence.
Training and Development
Knowledge is power, and empowerment is key. Our custom training materials and courses are designed to sharpen your team's financial acumen.
Documentation and Compliance
Streamline your organization's operations with our expertise in developing internal controls, standard operating procedures, and comprehensive instruction manuals for your teams. We specialize in building clear, effective frameworks that align your team, enhance efficiency, and drive success.
Why Clients Love Us
At BMS Financial, we understand that every small business owner has unique goals, challenges, and opportunities. That’s why we’re here—to simplify your financial world and help you thrive in what you do best. It’s all about combining our personal touch with the latest tech. We’re here to do more than just crunch numbers—we want to give you a financial strategy that matches your vision and sets you up for success.
​
We see more than just numbers—we see opportunities to lighten your workload and bring clarity to your finances. Our goal is to partner with you to strengthen and secure your financial foundation, allowing you to focus on what you love most about your business. Let’s work together to elevate your success and bring peace of mind to your financial journey.​​
INDUSTRIES WE LOVE
Healthcare
With a compassionate approach to the business side of healthcare and wellness, we offer expertise in financial services tailored to counseling centers, private practices, and nonprofit health organizations. From managing billing systems to compliance reporting, we ensure your financial health supports your mission to heal.
Music and Arts
In Austin, Texas, music is more than an industry—it's a way of life. We share this passion and are dedicated to supporting the community. Our services cater to all parts of the industry, from recording studios and music venues to artists and arts organizations. We provide the financial harmony that allows you to focus on the creative side, managing budgeting, administrative support, and compliance so that you can make the music that moves our city.
WORD ON THE STREET
They like us. They really like us!
"We are a busy company and having Erica on the team has made our entire accounting process easy for everyone. She really knows the indepth details of our industry and keeps on top of all things accounting. We are looking forward to a long relationship with Erica and the BMS team."
Brian Krpec
Affluent Exteriors
"There really are not many affordable companies out there who understand the nuances of the real estate industry. BMS took the time to really understand our company’s unique needs. Because of that, we were able to implement all of it MUCH faster than trying to do it on our own.
Ryan Degennaro
CORE Group Management
"Erica is such a pleasure to work with! She takes the time to address our financial questions, and has a great attitude to boot! Our business is multi-faceted, and Erica works closely with us to ensure that everything is accurate in our financials. I would highly recommend Erica!"
Lauren Dahar
Houston Piano Company
SAY HELLO!
We'd love to hear about what you've got going on.
Tell us how we can help!
