POTENTIA ADVISORS

Handling All of Your Accounting Needs

ALANE MIDDLETON

An Advisor You Can Trust.

Since 2017, Potentia Advisors has been providing clients with personalized monthly bookkeeping, business advisory, Quickbooks Online and tax preparation services in Houston and across the nation. With years of real entrepreneurial experience as a salon, franchise and restaurant owner, I have the necessary skills, qualifications and expertise to get the job done. Whether you’re looking for useable monthly data and analytics, a trusted business advisor or simply accurate financial data, I can guide you every step of the way and help you make the right decisions.

Contact Me

279183799_10221337930542406_6980707094677267461_n_edited.jpg

CHOOSE THE BEST MANAGED ACCOUNTING OPTION FOR YOUR GROWING BUSINESS:

BASIC

Ideal for businesses with 1-100 monthly transactions and 1-3 bank accounts.

Cash basis accounting
Daily revenue, and expense categorization
Real time bank reconciliation, and credit card reconciliation
Multiple users
Receipt storage, and document storage
Financial reports on demand
Communication by video, text, email, phone
Your bookkeeper can answer questions through the communication method of your choice—whether text messaging, video conferencing, email or phone. You decide the most convenient way to communicate.
Communication by video, text, email, phone

Sign up for Basic

ESSENTIAL

Ideal for businesses with 101-200 monthly transactions, 4-6 bank accounts, and project accounting for 2 projects.

Everything in Basic, plus:

Accounting services from a dedicated team
Project accounting
Customize access by role
Customize chart of accounts
You can create customized revenue, expense and balance sheet tracking based on your company's needs and goals—providing greater visibility into your financial information and allowing you to make more informed decisions. For example, you can track marketing spend by product line.
Customize chart of accounts

Sign up for Essential

PROFESSIONAL

Ideal for businesses with 201-300 monthly transactions, 7-9 bank accounts, and project accounting for 3-4 projects.

Everything in Essential, plus:

Cash flow statement
Your bookkeeper can prepare you a cash-flow statement for your business on a monthly basis, or as needed. This allows you to stay up-to-date on your company's cash position and make better decisions.
Cash flow statement
Customer invoicing, and invoicing scheduling
Schedule payments

Sign up for Professional