Essentials
$1,500
Pension and OPEB, done right.
- Pension and/or OPEB (GASB 68/75) schedules and entries, such as TMRS
- Deferral roll-forwards
- Note disclosures and 10-year RSI tables
- One plan each
Clear numbers. Confident decisions.
Practical bookkeeping help and fixed-fee year-end schedule prep from someone who has spent more than ten years inside governmental and nonprofit finance.
30-minute call on Google Meet. No cost, no obligation.
Ongoing bookkeeping
Clean, current books every month, so you always know where things stand. A good fit for startups, small nonprofits and ministries, and small businesses that want dependable help keeping their numbers straight.
Pricing by quote. Based on your monthly transaction volume and number of accounts.
Year-end schedule prep
Fixed-fee year-end schedule preparation for small Texas governments and nonprofits. Your schedules and entries are prepared, tied out and documented before your outside reviewers arrive, so fieldwork moves faster and surprises surface early. Everything is delivered in Excel.
$1,500
Pension and OPEB, done right.
$3,750
Everything in Essentials, plus:
$6,500
Everything in Standard, plus:
Fixed fees are for entities with up to about $15M in annual spending and one main fund system. Preparation service only: you approve every entry and keep all management decisions, and no opinion or assurance of any kind is provided.
A 30-minute conversation about your year-end and whether we're a fit.
A written engagement letter and a delivery date that works for your schedule.
You upload the intake items from a short, clear checklist.
Draft schedules, a review session, then final Excel files with tie-outs.
Who it's for
Small Texas cities, towns and special districts with a lean finance office and full GASB reporting requirements.
Boards, treasurers and small staffs who want clean books, clear reports and an easier year-end.
Owners who want to understand their numbers and make decisions with confidence instead of guesswork.
About
I've spent more than ten years in governmental and nonprofit finance work with Texas cities, special districts and nonprofits, including pension and OPEB reporting, leases and federal awards. I hold a BS in Accounting from Southern New Hampshire University.
I started B-Squared because small organizations deserve the same clear, well-documented numbers as large ones, without the big-firm price tag. I'm based in Lindale, Texas.
Free monthly newsletter
A free monthly note on what's changing in governmental and nonprofit reporting: new standards, upcoming deadlines and practical tips you can use right away. Short, plain-English and easy to skim.
Ready-to-use workbooks and templates for year-end work are on the way. Subscribe to the newsletter to hear when the store opens.
Contact
The easiest first step is a free 30-minute fit call. Looking for monthly bookkeeping? Request a quote by email.