Nexus Financial

Relieving the Burden of Bookkeeping and Taxes for Small Businesses

How I Can Help

Who We Are

100% US- Based, professional tax preparers, bookkeepers, and trusted advisors with a common goal to help your business flourish.

About Us

What We Do

We assist our clients on an as-need basis by organizing, categorizing, reporting, preparing, and translating every detail of the books.

Services

What We Promise

We commit ourselves to investing in the relationship with our clients. We promise to deliver confidentiality, honesty, accuracy, and support.

Get in Touch

Hello, I am Megan Schlichtmann

From Southwest Virginia to making a big move to Texas, Megan has always had a strong calling to help others. She graduated from Cedarville University in 2020 and immediately began her adventure into the business world. She started Core Bookkeeping in 2021 with the desire to lift the heavy weight of bookkeeping off of business owners all over the country. In 2023 the business transited to Nexus Financial to encompass the greater services offered here. She is now working hard to expand her business and education to be the greatest resource to her clients. In her free time, Megan enjoys fitness, healthy cooking, traveling the world, and spending time at the beach.

Services I Offer

Basic

1 Bank Account
1 Credit Card
1-2 Employees
Under 75 Transactions per Month

Start at $200/month

PRO

Up to 3 Bank Accounts
Up to 3 Credit Cards
Up to 10 Employees
Under 125 Transactions per Month

Start at $500/month

Master

Up to 4 Bank Accounts
Up to 4 Credit Cards
Up to 25 Employees
Under 350 Transactions per Month

Start at $1000/month

Who needs bookkeeping?

The textbook answer is that the IRS requires all businesses to have record-keeping practice in their business (https://www.irs.gov/taxtopics/tc305).

A better question is when should I hire a bookkeeper?

When should I hire a bookkeeper?

You know your business is ready for a bookkeeper when:

You cannot find time to do your own bookkeeping
You don’t have the resources (tech or knowledge) to accurately track the finances
You’re underprepared for tax season
You need an extra set of eyes for unbiased opinion or fraud tracking.
You need to make financial decisions based on ratios, profitability, ROI, and debt-to-asset ratios.

What does working with you look like?

Step 1: Onboarding

Step 2: Catch-up, clean-up

Step 3: Monthly ongoing

Step 4: System and process customization

What is your current tech stack?

You may hear us reference our favorite applications such as QuickBooks, Gusto, TaxDome, Bill.com and Google Drive. We use a few other apps behind the scenes such as Keeper.app, Clockify, Digits, and Asana to keep things running smoothly. We also handle FreshBooks and Wave accounting.

How involved is the client?

This answer varies! Some clients have too much on their plate and we handle EVERYTHING from receipt categorization, document fetching, data entry, payroll, etc. On the other hand, some clients like to be active in bookkeeping and we are utilized as an overseer to maintain best practices, reduce fraud, and ensure accuracy.

     Excellent  
     Based on 14 reviews 
    
 
 
   
 
 
        
   Texas Security Systems 
 2024-08-14
 
 
 Trustindex verifies that the original source of the review is Google. From the start Megan was extremely responsive. Any questions or doubts I had she always cleared it out for us. We are really happy with the services provided by Nexus Financial LLC. Thank you.
  
 
       
   Amy McNary 
 2024-07-15
 
 
 Trustindex verifies that the original source of the review is Google. This assessment was AMAZING! Last year, I hired a team member based on their interview answers and trusted that they had solid bookkeeping/accounting knowledge. Unfortunately, that wasn’t the case and it didn’t take long before I had to let them go. I wasted a lot of time and money. When it came time to hire again, I was very apprehensive until I used the QuickBooks Mastery Assessment! I love that this test isn’t just a “true/false” or “what are debits and credits?” kind of test. This is a skills test that puts the candidates knowledge on display as they complete a mini cleanup project in a real QuickBooks Online account! The project is small enough that a candidate can easily complete it within 2-4 hours, but comprehensive enough for you to learn if they actually know what to do with those debits and credits! My favorite part of the assessment was the answer key! I received a copy of the accurate financial statements and the general ledger to compare to the candidate’s completed work. The candidate recorded a short video to highlight their work and explain their findings. The discussion about their corrections and adjustments is an excellent glimpse into their communication style and just how knowledgeable they are when it comes to bookkeeping/accounting. I also like that I got to set the deadline for my candidate and dictate how many days they had to complete the work. This is a GAME-CHANGER for my hiring process and will now become the final step before making an offer to any candidate. I highly recommend this assessment for your next hire!
  
 
       
   melissa mortellaro 
 2024-07-15
 
 
 Trustindex verifies that the original source of the review is Google. Megan and her team are detail oriented, clear, concise and consistent. They always inform me in a way I can understand. It is easy to follow when they are explaining my finances and tax returns. They do a great job and are a pleasure to work with! I have and do recommend Megan and her team to my friends and family!
  
 
       
   Melissa Miracolo 
 2024-04-12
 
 
 Trustindex verifies that the original source of the review is Google. Nexus financial was absolutely INCREDIBLE to work with while preparing and completing the tax return for my husband and I. I have never had an accountant go through the documentation so thoroughly to help us understand the return. It was phenomenal attention to detail as well as wonderful patience answering all of our questions. Thank you SO MUCH for making this process so easy and simple to do.
  
 
       
   Neil Fox 
 2022-11-17
 
 
 Trustindex verifies that the original source of the review is Google. Megan and her team have kept our company's books in solid condition and have provided the expertise that we needed. It didn't matter the time of day we needed a response, they were quick to help and explain things that we will always remember. Thoroughness and attention to detail are expected but the customer service and friendliness to take the extra step to assist with questions that a larger company wouldn't take the time for means more than anything to us. Would recommend Core Bookkeeping for any of your accounting, bookkeeping, and tax needs. Reach out to us for a more detailed resume of WHY.
  
 
       
   Derek Wiley 
 2022-11-15
 
 
 Trustindex verifies that the original source of the review is Google. Megan does a fantastic job for her clients and her attention to detail and ability to leverage technology in the bookkeeping world is awesome. Thank you for helping my business clean up our books and helping prepare and take some of the stress out of tax season.
  
 
       
   landon Hiles 
 2022-10-11
 
 
 Trustindex verifies that the original source of the review is Google. Megan over at Core BookKeeping  has been a breath of fresh air to work with. She’s affordable and gets things done in a timely manner. She’s everything I expected from a professional and more. Highly recommend her for your taxes/bookkeeping needs!
  
 
       
   Jordan Lewis (IG: rollwithjl) 
 2022-09-22
 
 
 Trustindex verifies that the original source of the review is Google. Core Bookkeeping is everything I could have asked for. Reduced my stress/anxiety, resolved my concerns and gave me perspective that I needed. Professional AND friendly! Message/inbox them NOW!
  
 
       
   Justin Wilson 
 2022-08-26
 
 
 Trustindex verifies that the original source of the review is Google. Megan is very good at what she does. She is very detailed, extremely knowledgeable and a great communicator. She and I work with a lot of the same customers and I never have a concern referring her new business!