Sergio CPA & Bookkeeping Services

Sergio CPA & Bookkeeping Services is an Accountant in Lewisville, TX, located at 118 Lynn Ave Ste 600. Sergio Pena operates as a licensed Certified Public Accountant based in Texas, specializing exclusively in bookkeeping services for clients in the DFW area. He serves small businesses and individuals, offering personalized accounting solutions tailored to their specific needs. His practice is a sole proprietorship with over a decade of experience in the bookkeeping industry. He holds a Texas CPA license number 125430 and is a Certified QuickBooks ProAdvisor. The business holds a rating of 5.00 based on 0 reviews.

Sergio focuses solely on bookkeeping to allow business owners to concentrate on their core operations. His expertise lies in assisting clients with QuickBooks Online. He provides monthly bookkeeping services, preparing financial statements and emailing monthly profit and loss reports. For clients with disorganized records, he offers clean-up bookkeeping services to get books in order. He also integrates payroll and sales tax into QuickBooks Online. Additional services include coordinating with tax preparers by organizing financial records to ease tax preparation. He provides budgeting assistance to help control expenses and allocate resources effectively. He also offers consultation and advice on basic financial matters, such as cash flow management and expense control. He has experience working with businesses in various industries, including real estate, service industry, construction, and professional services.

The business is known for its positive rating from the customers who have reviewed it.

Sergio CPA & Bookkeeping Services brings over a decade of specialized bookkeeping expertise to small businesses and individuals in Lewisville, TX.

The office sits on Lynn Ave, just a short distance from West Main Street and within a quarter mile of Medical City Lewisville.

BizScoreAI awards the business a Technical score of 88 out of 100, ensuring the website is secure and readable for search engines. The Discoverability score is 75 out of 100, allowing AI crawlers to access every page so the business can be recommended by AI assistants.