Millennial Bookkeeping & Advisory Services

Millennial Bookkeeping & Advisory Services is a virtual firm with more than 25 years of experience in bookkeeping and financial advising. Based in Lewisville, Texas, and serving clients nationwide, we are proud to offer services for small-to-medium sized businesses, as well as for individuals, that help our clients manage their finances and meet their goals. From tax preparation, planning, and payroll management, to more intricate business formation expertise and virtual CFO consulting roles, we can be an invaluable asset and trusted resource for your business or personal finances.

We work remotely because we want to have the ability to meet you where you are, literally. By providing all of our services virtually, we can be more accessible to our clients and serve them to the best of our ability. We exist because we want to help businesses grow, and we thrive on seeing our clients succeed. For us, there is no task too big and no goal unattainable. Because we want to see your business grow, we are not afraid to have the tough conversations – to tell you the hard truths. We firmly believe that the first step in taking hold of your finances is to understand the truth about what is happening with your money. Only then can you engage in real change. Confronting the hard truths can stabilize and grow your business, which is our ultimate goal.

Your business is our business. We promise to offer you the same passion and gusto that we have for our own business, and we will continue to strive to be better, brighter, and more insightful. Every client is different, but our service never wavers.

When you’re ready to take hold of your finances, we’ll be ready.