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Our PROMISE

To provide reliable and accurate financials for your business and to approach bookkeeping and your finances with personality and intuition.

We get it, you’re never going to love bookkeeping. Fortunately, we do! We do that behind the scenes so you don’t have to. We can then use the numbers to grow your business by working together. We help you think about:

  • What’s your next best business move and how can we make it work best financially?

  • Which parts of your business are most and least profitable? Why?

  • What tax strategies can we implement to save you money with the IRS?

  • How can we best prepare you for upcoming purchases and/or low seasons?

  • What story is your financial data telling you? How do they impact your future business decisions? 

  • What jobs or projects were most and least profitable? Why?

 
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Our FOCUS

To efficiently produce accurate and reliable financial information that is valuable to you.

To stay EFFICIENT we carefully choose software and other technology solutions that streamline your processes and help us to translate the data we produce.

To stay ACCURATE we stay up-to-date with business finance, regulations, and updates in financial software through continuous education to further develop our knowledge in the financial industry.

To stay VALUABLE to businesses we choose to specialize in niche industries, allowing us to better spend time understanding your business, instead of learning the nuances of a new industry.


We prove we are RELIABLE when our efforts and investment in your business help you make more sound decisions.


We STAY RELIABLE by keeping a close eye on how we spend our hours in the day, making sure we don't commit to more work than we have the time to dedicate to avoid over-promising and under-delivering, a classic accountant mistake. 


We make all of this possible through EFFECTIVE COMMUNICATION. Plan to make a new friend, because we want to get to know you. We are not your CPA. if you have a question, need some clarification, or just want to say hi, give us a call. The more we get to know you, the more successful we all will be. 

 
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Our People

Meet our Consultants

Erica Benedict Founder BMS

Erica Benedict

Principal Consultant & Founder 

Austin, Texas 

Linkedin Email

Industries: Construction, Music & Arts, Non-Profit

Areas of Expertise: Finance & Budgets, Quickbooks Desktop & Online, Managerial Finance & reporting,

Tax Preparation, Tax Strategy

Beatriz Monasterios

Partner Consultant 

Houston, Texas

Linkedin Email

Industries: Construction, Music & Arts, Commercial Real Estate

Areas of Expertise: Operations Management, Quickbooks Online, ERP Software

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Privacy Policy  BMS Financial (BMS Books, LLC) is not a Certified Public Accounting firm