At Chonky Bookkeeping Services, we understand that every business is unique—so your quote should be too.

Rather than using one-size-fits-all pricing, we build your quote based on the actual needs and complexity of your business. This ensures you only pay for the support you truly need.

What is considered when quoting:

• 📊 Number of Monthly Transactions
  More transactions = more data to review and categorize. We’ll look at your average monthly volume to assess the bookkeeping time required.

• 🏦 Number of Bank/Credit Accounts Reconciled
  Whether you have one checking account or multiple business cards, we include full reconciliation to keep your books clean and audit-ready.

• ⚙️ Complexity of Transactions
  We consider how detailed or nuanced your transaction load is. For example:

  • Do you run payroll?

  • Sell through multiple platforms (like Shopify, Stripe, or Amazon)?

  • Have international or multi-currency transactions?

📞 Let’s Get You Set Up

Need a referral for a great tax pro? We’ve got one.
Want us to handle everything in one place soon? Stay tuned—we’re working on it.

👉 Schedule a Consultation

👉 Call us at (903) 204-4085 or email us @ info@chonkybooks.com

📆 How Our Monthly Bookkeeping Services Work

We make bookkeeping easy, consistent, and stress-free—so you can focus on running your business, not chasing receipts.

Here’s what you can expect when you work with Chonky Bookkeeping Services:

✅ Step 1: Onboarding & Setup

We start with a quick discovery call to understand your business structure, accounts, and goals. Then we’ll:

• Connect to your accounting software (like QuickBooks, Xero, etc.)

• Sync your bank, credit card, and merchant accounts

• Set up a streamlined document-sharing system (we use secure cloud storage)

🔁 Step 2: Monthly Bookkeeping Begins

Each month, we’ll take care of the details:

• Import & Categorize Transactions
  We review all your income and expenses, properly categorizing them based on your chart of accounts.

• Account Reconciliation
  We match your books to your bank and credit card statements to ensure accuracy and completeness.

• Expense Tracking & Classification
  From software to meals to mileage, we ensure everything is recorded and ready for deductions.

• Ongoing Support
  Have questions? We’re always available for quick chats and monthly reviews.

📊 Step 3: Monthly Financial Reports

At the end of each month, you’ll receive:

• Profit & Loss Statement

• Balance Sheet

• Cash Flow Overview

This gives you a clear picture of your business health—and makes tax time a breeze.

📞 Let’s Get You Set Up

Need a referral for a great tax pro? We’ve got one.
Want us to handle everything in one place soon? Stay tuned—we’re working on it.

👉 Schedule a Consultation

👉 Call us at (903) 204-4085 or email us @ info@chonkybooks.com

📂 How & When to Send Us Your Documents

We make document sharing simple and secure—so nothing slips through the cracks and you stay audit-ready.

📨 How to Send Documents

You can send your bookkeeping documents to us using one of two easy methods:

• 📧 Email
  Just forward receipts, statements, or questions to us via email. We’ll let you know if we need anything else.

• 📁 Google Drive
  We’ll set up a secure shared Google Drive folder just for your business. You can drop in:

  • Monthly bank and credit card statements

  • Receipts or invoices

  • Any supporting documentation (e.g., loan agreements, asset purchases)

🗓️ When to Send Documents

At the end of each month, we’ll send you a reminder of what we need. Typically, this includes:

• All account statements for the previous month

• Any missing documentation for unusual or high-value transactions

The sooner we get your documents, the faster we can reconcile your books and prepare your reports.

👋 Questions or Special Docs?

Need to send something off-cycle? No problem. Just email us or drop it into your Drive folder—we’ll take it from there.

📞 Let’s Get You Set Up

Need a referral for a great tax pro? We’ve got one.
Want us to handle everything in one place soon? Stay tuned—we’re working on it.

👉 Schedule a Consultation

👉 Call us at (903) 204-4085 or email us @ info@chonkybooks.com

You’ll receive your financial reports every month, on time and easy to understand.

At Chonky Bookkeeping Services, we believe timely reporting is key to making smart business decisions. Once your bank and credit card accounts are reconciled and all transactions are categorized, we’ll deliver a full set of monthly financials right to your inbox.

🧾 What You’ll Receive Each Month:

• 📊 Profit & Loss Statement (P&L)
  See what you earned and spent during the month.

• 📋 Balance Sheet
  Understand your assets, liabilities, and equity at a glance.

• 💰 Optional Reports (if needed)
  Cash flow summaries, expense breakdowns, or custom insights upon request.

⏱️ When to Expect It:

Reports are typically delivered within the first 10 business days of each month, assuming we’ve received all necessary bank statements and documents on time.

We’ll send a quick reminder if anything’s missing to avoid delays—no surprises, no guesswork.

📞 Let’s Get You Set Up

Need a referral for a great tax pro? We’ve got one.
Want us to handle everything in one place soon? Stay tuned—we’re working on it.

👉 Schedule a Consultation

👉 Call us at (903) 204-4085 or email us @ info@chonkybooks.com

No stress—we’ve got you.

Whether you’re a few months behind or haven’t touched your books in over a year, Chonky Bookkeeping Services offers Catch-Up and Clean-Up Services to get you back on track.

🔍 First, We’ll Assess Your Situation

We start with a quick review of your books so we can give you a fair and accurate quote. Here’s what we look at:

• 📊 How many months (or years) need catching up

• 💸 Volume of transactions per month

• 🏦 Number of accounts to reconcile (banks, credit cards, payment processors, etc.)

• ⚙️ Complexity of your financial activity (e.g. payroll, multi-platform sales, unusual expenses)

Once we understand your books, we’ll provide a custom quote and timeline.

🧾 Then We Roll Up Our Sleeves

We’ll dig in and:

• Categorize and import past transactions

• Reconcile all accounts to make sure everything is accurate

• Organize your chart of accounts (if needed)

• Identify and correct any inconsistencies

• Prepare clean financial reports so you can move forward with confidence

📈 Clean Books = Clarity & Control

Once we’re done, you’ll have:

• ✅ Up-to-date financials

• ✅ A clean foundation for monthly bookkeeping going forward

• ✅ Fewer headaches when it’s time to file taxes

📞 Ready to Get Caught Up?

Reach out today for a free assessment. We’ll let you know what’s needed and give you a quote—no surprises.

👉 Schedule a Consultation

👉 Text us at (903) 204-4085 or email @ info@chonkybooks.com

We’re here for more than just monthly bookkeeping.

Whether you’re preparing for a loan application, going through an audit, or just need help sorting through a specific financial issue, Chonky Bookkeeping Services offers custom project support tailored to your needs.

💬 Let’s Talk About Your Project

Every special project is unique, so we start with a conversation to understand:

• 🔍 Scope of Work – What exactly needs to be done?

• ⚙️ Complexity – Does the work involve multiple systems, platforms, or historical data?

• 🗓️ Time Frame – Is this urgent or part of a long-term goal?

• 📂 Access to Data – What accounts, documents, or tools do we need to get started?

🧾 Examples of Special Projects We Handle:

• Preparing books for tax season or CPA review

• Loan or grant application financials

• Catch-up work outside your normal engagement

• Financial organization for business sale or transition

• Bookkeeping system setup or software migration

• Expense categorization for legal or insurance purposes

📞 Need Help With Something Unique?

Reach out today and let’s chat. We’ll assess the project and provide a clear quote and timeline before we begin—no surprises.

👉 Schedule a Consultation

👉 Text us at (903) 204-4085 or email us @ info@chonkybooks.com

We’ve got you covered—from idea to official.

At Chonky Bookkeeping Services, we don’t just handle your books—we help you get your business set up the right way from the start. If you’re ready to form an LLC, we can take care of the legal details and paperwork so you can focus on launching your business.

✅ What We Can Help With:

• Complete LLC Formation Filing
  We handle the legal paperwork required to register your LLC with your state, including Articles of Organization and state filing fees.

• Name Availability Check
  We’ll check your desired business name against state registries to ensure it’s available—so you don’t run into surprises after filing.

• Filing for a DBA (Doing Business As)
  Need to operate under a different name than your LLC’s legal name? We’ll help you file DBAs properly under your LLC.

• EIN Application
  We’ll guide you through getting your Employer Identification Number (EIN) from the IRS—essential for banking, hiring, and taxes.

• Basic Guidance & Referrals
  We’ll walk you through the key decisions (like single-member vs. multi-member LLCs) and refer you to a trusted attorney or CPA if needed.

💼 Why Set Up Your LLC With Us?

• 🧠 We make it simple, clear, and affordable

• 💬 You’ll get personalized support, not a DIY headache

• 🧾 We’ll organize your financial setup so bookkeeping starts clean

📞 Ready to Make It Official?

Let’s get your LLC filed and your business set up the right way.

👉 Schedule a Consultation

👉 Call us at (903) 204-4085 or email us @ info@chonkybooks.com

You’re in the right place—even if we don’t file taxes just yet.

At Chonky Bookkeeping Services, we’re in the process of expanding to offer in-house tax preparation services. While those services are coming soon, we won’t leave you hanging in the meantime.

🤝 Trusted CPA Partnership

We work closely with a licensed CPA who can handle:

• Personal and business tax returns

• Quarterly estimated taxes

• State and federal filings

• Tax planning for LLCs and 1099 contractors

If you need tax help now, we’ll connect you directly with our trusted CPA partner—and we’ll even coordinate with them to ensure your books are clean and tax-ready.

🧾 What You’ll Still Get From Us

Even if we’re not filing your taxes yet, we’ll make sure your financials are:

• ✅ Fully reconciled and categorized

• ✅ Matched to your chart of accounts

• ✅ Organized with clean reports (P&L, Balance Sheet, etc.)

• ✅ Sent securely to your tax preparer

📞 Let’s Get You Set Up

Need a referral for a great tax pro? We’ve got one.
Want us to handle everything in one place soon? Stay tuned—we’re working on it.

👉 Schedule a Consultation

👉 Call us at (903) 204-4085 or email us @ info@chonkybooks.com