Sergio CPA & Bookkeeping Services

Sergio CPA & Bookkeeping Services is a certified public accountant in Lewisville, Texas, specializing exclusively in bookkeeping services for small businesses and individuals across the DFW area. With over a decade of experience, Sergio Pena provides tailored financial solutions using QuickBooks Online, offering monthly bookkeeping, financial statement preparation, bookkeeping cleanup, payroll and sales tax integration, budgeting assistance, and coordination with tax preparers. His services are designed to help clients streamline their financial operations, improve cash flow, and reduce stress during tax season. The business maintains a 5.00 rating from satisfied clients, reflecting consistent professionalism and reliability.

Sergio Pena is a licensed CPA and a Certified QuickBooks ProAdvisor who runs his practice as a sole proprietorship. He focuses exclusively on bookkeeping, allowing him to deliver deep expertise in financial organization and reporting. His approach centers on clear communication, personalized support, and long-term client partnerships. He emphasizes helping business owners reclaim time by handling their bookkeeping needs with precision and care. His services are particularly valued by clients in real estate, construction, professional services, and the service industry, who benefit from his industry-specific knowledge and attention to detail.

The business is located on Lynn Avenue, approximately 0.2 miles from Medical City Lewisville and South Stemmons Freeway, and just over 0.3 miles from College Street Elementary School. It sits near West Main Street and is within walking distance of several medical clinics, including Medical Arts and Texas Bone & Joint, placing it in a well-connected, healthcare-oriented corridor of Lewisville.

Sergio CPA & Bookkeeping Services is recognized for its well-documented online presence and a website optimized for clarity and search engine readability. These strengths reflect a business that is transparent, accessible, and deeply committed to client service. His consistent 5.00 rating and detailed service offerings demonstrate a reputation built on trust, accuracy, and responsiveness.

In Lewisville, Sergio stands out as a dedicated, specialized bookkeeper whose focus on precision and client support makes him a trusted partner for small business owners navigating financial complexity.