books & Finance

Construction | Music & Arts | Non Profit 

Who We Are

BMS Financial is a boutique financial firm based in Austin, Texas who originally came together based on a love for numbers. That’s right, we really do enjoy this stuff!  With diverse and accomplished business backgrounds in various industries, we now dedicate our time to helping small business owners get back to doing what they love by doing what we love – numbers!

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What We Do


Financial Statements

Month End Adjustments

Quickbooks Cleanup

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Financial Planning

Cash Flow Strategy

Vendor Management

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Tax  Advising

Workflow Design

Software Implementation

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Why Clients Love Us

We understand how much time and money it takes to run a small business. Having solid financials without sacrificing cash flow is an important part of any successful construction company.  We focus on bridging the gap between the out-of-box bookkeeping solutions and high-priced CFO services. By focusing on specific industries and adopting technology-driven workflows, we are able to offer big business financial services with a small business personality and at a small business cost.


Industries We Love


Job Costing 

Vendor Management

Cash Flow Projections

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Music & Arts

Tax Planning

Budget & Goal Setting

Administrative Support

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Non Profit

990 Tax Preparation

Program Tracking 

Donor Management

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BMS Financial offers fully custom financial services to each client

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Starting at

$ 75 / hr.


  • Start-ups
  • Seasonal Business Cycles
  • Clean-up Work
  • Process Design
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Starting at

$ 500  / qtr


  • Growing Companies
  • Lite Bookkeeping Needs
  • Tax Strategy & Planning
  • Hands-On Business Owners
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Financial Manager

starting at

$ 600 / mo.


  • Established Businesses
  • Complex Reporting
  • Cash Flow Projections
  • Vendor Management
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Say Hello!

We’d love to hear about what you’ve got going on
Tell us how we can help!
Contact info

Austin, Texas 78745


Featured Posts

Great Musicians make Great Art. Successful Musicians have Great Bookkeepers.

Successful Musicians Have Bookkeepers

Great musicians make great art. Successful musicians have bookkeepers. Miles Davis knew the importance of bookkeeping. He also happened to be one of the most influential and financially successful jazz[…]

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October 25, 2019 0
Marcus Lemonis

Marcus Lemonis Top Rules of Business

  Marcus Lemonis is the host of my favorite show The Profit. He has taught me so much about small business and what I need to do to be successful.[…]

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October 28, 2017 0
construction bookkeeping

Construction Bookkeeping – Why it’s Different

If you own a construction or real estate development company, you need a bookkeeper with construction bookkeeping expertise. Like all businesses, accurate and detailed financial reporting is key to growing[…]

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October 28, 2017 0

Client Testimonials

 “We are a busy company and having Erica on the team has made our entire accounting process easy for everyone. She really know the indepth details of our industry and keeps on top of all things accounting. We are looking forward to a long relationship with Erica and the BMS Team.”

Brian Krpec
Affluent exteriors austin, texas roofing contractor

“There really are not many affordable companies out there who understand the nuances of the real estate industry. BMS took the time to really understand our company’s needs, which vary even across our own industry. Because of that, we were able to implement  all of it MUCH faster than trying to do it on our own. Partnering with BMS has turned the headache of bookkeeping into something that is manageable, useful, and an important part of our business. It allows us to focus on what we do best.”

Ryan Degennaro
Core Group holdings Houston, texas real estate development

“As a small business in a high growth phase of business, BMS was able to alleviate all of the issues were having with a previous bookkeeper and helped to get our finances back on track! The level of service and speed of which Erica was able to make things happen with records and document was very impressive to say the least. I  highly recommend BMS if you are looking for a financial expert that knows how to get the job done.”

Robert Ivey
blue shift led austin, texas electrical contractor