About Us

Kimberly Bagley, CPA

I’ve been a Certified Public Accountant since 1999, served as Controller for a multi-million dollar company for 5 years and have now been practicing public accounting serving over 150+ small business clients with monthly bookkeeping, QuickBooks support, tax preparation and tax planning for 19 years. I guess you can say I have a little bit of knowledge that might can help you 😉

I believe that every business owner should have access to the very best guidance no matter their budget. I have worked with clients with 100 employees down to 1, but my heart loves to start with a new or (fairly new) business and come alongside and make sure they have everything they need to be successful and stay out of trouble with the IRS at the same time!

Let Us Help:

Dear Friend,

It’s one thing to manage a business, it’s quite another to grow it.

If you’re reading this, you know what I’m talking about.

It seems like the books are being handled properly. It seems like payroll is (mostly?) under control. It seems like the IRS is okay with how we’re handling our taxes. It seems like the financial reporting is in place.

We’re flush … most of the time. But we’re certainly not growing. We’re not prospering.

What are we missing?

This is a common story that we hear when we first start talking to business owners. The boxes are checked, the people are in place … but the fact is, they’re not quite sure how to optimize the financials for performance and growth.

Our specialty is in reading between the lines of the systems, the softwares, and the financial statements to see the true financial story being told … even when the reports all “seem” okay (for now).

The fact is that the Federal Government would love to have more of your business’ hard-earned money in their accounts. Your employees probably don’t care about cost control as much as they should. Your sales team might need to focus their efforts in a new direction.

But you don’t have to hand more dollars over to the government than they require, just because you don’t know their rules as well as they do. You don’t have to live in a constant state of anxiety over the state of your books. The future of your business doesn’t have to be a question mark.

Let’s get a real-time reading on your business’s financial health. Answer a few questions below to get started.

Click the button above to take your first step, and we’ll be in touch soon to follow up about your specific needs.

And of course, feel free to poke around our site and discover why we’ve been called “The Most Trusted CPA in the Longview Area”.

Talk again soon,
Kimberly Bagley, CPA

PS — When you fill out the form, we’ll also add you to our weekly email series on “Real World” Strategy for small business owners. Our readers enthusiastically forward these to their colleagues and peers all the time, because they’re not your standard “tax tips”.

PPS — Already ready to chat? I don’t blame you … many people are fed up with trying to manage their books and financials on their own. Our schedule is very full … but if you call us at (903) 225-5173 or Email Us, we’ll give you two options for chatting with us. We will NOT make dealing with a business advisor as painful as dealing with your books has already been!

Contact Us

Customer Stories

Sarali

My books haunted me. There were errors that went back years and just kept getting carried over. Kim got to the bottom of it all. I found her to be knowledgeable, patient and kind while sorting though my books. My current accountant was very pleased with the work she did. She was fast and very generous with her time. All my questions were answered in a way I could understand without ever being condescending. I am so glad I found her and made use of her skills. If only there were more than 5 stars to give.

Point of Change Christian Counseling

I was skeptical of how Quick Books would work into my practice. We requested paid time to instruct us on Quick Books basic services. Once she sat down with me and started explaining things. It was incredible the difference it would make in just tracking business info alone. She explained it, I just recently finished my taxes and it was awesome!!!! Cut my tax prep time into a third of what it normally would have been. Thanks Kim!

John, incomemesh.com

I'm hesitant to give a good review for Kimberly because I want to keep her all to myself!! But seriously, she has been a breath of fresh air for my business. I have been self-managing (and leaving a lot of money and headache on the table), and by adding Kimberly to the team, I can finally free my mind up to put 100% of my focus on growing my business. She's been transparent, ethical, and professional in all of our discussions, and I'd recommend her to anyone who is involved in online business (but don't you DARE steal her from me!) 🙂

juliamccoy

Kim helped us when literally no one else could. After 6 years of recording my income for a growing business in Excel sheets manually, finally ready to move to Quickbooks online, we went through firm after firm that couldn't put clarity in our records and transfer it all correctly to Quickbooks. Kim did. Kim cares about her clients, and it is evident in her work. Kim was the only one we found that was willing to sit at the desk for hours, clean up manually each one of our records (and there were quite literally tens of thousands), and move us to Quickbooks Online. She now cleans and maintains our books every month, which makes it easy to generate P&Ls and for our accountant to file returns. I have hired her for my second business and will for any additional businesses I start, as well as recommend her services to all the entrepreneurs I know that need bookkeeping. She's that awesome.

Tim

Kimberly Bagley is an amazing accountant! She understands e-commerce very well. She'll pull everything from Amazon, eBay, Walmart, and PayPal and take care of the business taxes and IRS/state filings and payroll. Allows me to focus on growing the business instead of worrying about all these tedious tasks. Kimberly is very thorough and even though she works remotely, she explains anything I'm not understanding by phone or email. Highly recommend!!!

OP Corpus Christi

Kim has been doing my business books and taxes for five years. She is prompt, knowledgeable and takes a big headache off my plate! My business is blessed to have her doing this for me. I highly recommend you contact Kim for your bookeeping/accounting needs. You will not be disappointed!

DBLegacy

I run a mixed business mostly online and some service work as well. I had been doing my own books for several years but I got to the point where I was too busy to keep up with it and things were getting too complicated with payroll taxes etc. Kim went back to the beginning of the fiscal year and cleaned up my books. Over time I had gotten lazy and didn't keep up. Kim dug through statements and accounts to build it all into a useful set of books. After a time it became apparent that it would beneficial to convert from a sole prop to an llc. Kim handled all the ins and outside of that and it was stress free on my part. I have more time to do the things that make the money as opposed to trying to record how I made it. To have a proper set of books and p&ls to look at is great. And to be able to plan based on those help out alot. Kim has been invaluable to the growth of my business