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Millennial Bookkeeping and Advisory Services

Lewisville, TX, Denton

(10)
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‘19 Certificate of Excellence, 2019

About

We are a remote firm servicing small and mid-sized businesses with bookkeeping, software integration, scaling & process creation, tax preparation, planning, and payroll management. We help with intricate business formation expertise and virtual CFO consulting roles.

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Reviews (10)

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5/5

10 customer reviews

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26 October 2019

Absolutely professional in all aspects of business. A joy to work with .

Reviewed on Facebook

27 March 2019

extremely knowledgeable and proficient. it is very clear she absolutely has a passion for helping people and seeing them free from financial woes. she is definitely gifted with numbers, getting answers, and problem solving. do not delay! do not delay! do not delay! More...

Reviewed on Yelp

19 September 2018

My story starts five years ago before I even met Lavera Wright, I worked as a contractor for a good company for four years. But because I was a contractor, none of my taxes were withheld. I was irresponsible with my spending, and i didn't know how to keep track of receipts or what my real obligations were in terms of taxes or exactly what I could write off. When I filed that first year after having a job, I got so scared when they told me how much I owed. Each year the amounts just accumulated, and I spent a lot of time avoiding serious responsibilities. I left that job after a while, and last year I met Lavera Wright.She showed me that I had nothing to be afraid of and worked seriously on my behalf to get my taxes reduced and to get me into a good standing. Today Lavera is more than just a tax professional, she teaches people how to better manage their finances and run their businesses. Lavera can even help with your credit, because of Lavera I'm in a better place where I can prosper and grow. This time, I'm learning to do it right. If you want more than just someone to do your taxes or help manage finances, come see Lavera, because she will both educate as well as fight on your behalf. This is the kind of person you need on your side. More...

Reviewed on Yelp

6 August 2018

I had a consultation with Ms. Oliver of Millennial Booking, and I must say she was very informative. She counseled be on basic adjustments that could mean a world of a difference to my paycheck. Such how many when claiming dependents, appropriate health plan selection, 401k Contributions, and all around budgeting. TWO THUMBS UP to this service. More...

Reviewed on Facebook

6 August 2018

I met Lavera four years ago at Fordham University where her accounting company got its start at the University’s Fordham Foundry, which helps local Bronx businesses affiliated with Fordham to get off the ground. I was there to profile her for the University’s website, where I am senior staff writer. What started as an interview has turned into a four-year professional relationship with a civic minded leader with a personal touch. Lavera’s concerns go beyond the spreadsheet to your family’s fiscal health. Yes, she helps organize your finances, but she’s also not beyond some gentle coaching and pointed advice. I’m very grateful to have benefitted from her experience and expertise. More...

Reviewed on Facebook

27 May 2018

Very though and professional

Reviewed on Google Maps

27 May 2018

I had a consultation with Ms. Oliver of Millennial Booking, and I must say she was very informative. She counseled be on basic adjustments that could mean a world of a difference to my paycheck. Such how many when claiming dependents, appropriate health plan selection, 401k Contributions, and all around budgeting. TWO THUMBS UP to this service. More...

Reviewed on Google Maps

27 May 2018

If you want your taxes done right MBA is where you want to go!

Reviewed on Google Maps

27 May 2018

They are very professional and work diligently . Very friendly and knowledgeable!

Reviewed on Google Maps

27 May 2018

Thanks to Millennial Bookleeling I can finally see my business going to the next level!

Reviewed on Google Maps

Q&As

Bookkeeping, QuickBooks Desktop and Online Training, QuickBooks Desktop and Online set-up, payroll, accounts receivable, accounts payable, fixed asset management, budgeting and forecasting, CFO services

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