(682) 500-1775

1751 River Run
Fort Worth, TX 76137

©2019 by Regis Financial Consulting

Business Plans & Bookkeeping


Far less expensive than hiring a full-time bookkeeper!


The Regis Financial vision to unlock our customer’s hidden profit and cash potential is forged in the linkage between our Advisory and Bookkeeping services where the foundations of unlocking value starts with the intelligence gained from bookkeeping. This output provides the source data for the financial analytics, modelling, forecasting, business decisions and strategic planning. The Regis Financial operating model is comprehensive but flexible to allow customers to opt in or out and tailor the service specific to their needs. Whether your requirement is just to complete the bookkeeping or a fully integrated service model, we have your needs covered.


Regis Financial Consulting is not your traditional bookkeeping firm. Whether that is a single bookkeeper working from our Regis Financial office or on site with the customer, or even providing our clients a fully in-sourced accounting team, Regis Financial Consulting’s flexible turnkey approach allows us to tailor the bookkeeping service to reflect specifically our client’s needs. This allows business owners and managers the freedom to focus on the bigger priorities of running their businesses. Central to Regis Financial’s dedication to our clients is our ability to provide a service that is effective, efficient and costs less to operate than traditional in-house finance staffing models.

Regis Financial Consulting provides a team of qualified accountants with the professional expertise to perform the bookkeeping services for small & medium sized businesses and individuals. The team at Regis Financial has extensive hands on proficiency and knowledge and is acquainted with the latest local and international GAAP, accounting standards, pronouncements and guidelines and other regulations.


Service Offerings

Our firm has catered to a long list of clients, locally and internationally. Among the broad service offering, some of the more typical outsourced bookkeeping and accounting services offered by Regis Financial includes:

  • The production of a suite of financial reports tailored to the needs of business owners.

  • RFC Live

  • Bank transaction recording from manual to fully automated bank feeds.

  • Bank reconciliations

  • Payroll management and administration

  • Accounts Receivable administration, collection and reconciliation

  • Accounts Payable administration, payment and reconciliations

  • Fixed Asset management

  • Credit control, cash flow forecasting

  • General ledger journals

  • Balance Sheet Reconciliations

The combination of our knowledge paired with new technology gives us insight to your business growth and gives you the power to make informed decisions - all in real time.

Today, we can work side-by-side with you on a single ledger in a secure, collaborative, live environment. Working on live information allows us to go beyond compliance and deliver forward-looking insights to help you grow your business and make timely and informed decisions. You will have access to your financial information 24/7 from wherever you are, using your laptop, tablet or even your smartphone.

This new way of working on your numbers is revolutionary and it will change the way you run your business and the way we work with you.

What is RFC Live?

Cloud Live

Cloud accounting offers you access and freedom to real time financial information from any device, 24 hours a day / 7 days a week, and with software in the cloud constantly updated with the best and latest security measures without you having to think about it or pay anything extra, you can rest assured your data is safe and secure.

Regis Financial Consulting has the skills and expertise to really take your business from cloud confusion to cloud nine.

Reporting Live

Gain insight into the financial performance for your business like never before.

Experience meaningful reporting that is designed especially for your business as well as in-depth interpretation and analysis of the results. Your accounts will no longer be just a bookkeeping exercise. We will help you set up a dashboard with reports that make sense to you and focus on the important aspects of your business performance.

Receive your bank statements automatically via a secure connection, making it a breeze to reconcile and gain a complete and up-to-date snapshot of your business from the breakfast table to your favorite coffee shop.

Data Live

With data replication, software now allows us to work on one system together, removing the confusion and double handling. It is a secure, collaborative environment.

If you don't have an in-house accounting department, we have a solution that allows us to become your outsourced finance department that is very cost effective. You will get all the expertise without the usual cost. RFC Live is a much better way for us to work together. Working on live information allows us to go beyond compliance and deliver timely insights to your team. We can now be working side-by-side together and focused on your business all year round.

At Regis Financial Consulting we commit ourselves to:

  • Accuracy – By using our expertise we can guarantee our clients with accuracy of data entry. This along with our extensive review process makes sure that the numbers you see are spot on.

  • Off-site or On-site – For our customers we are flexible and we can work according to the desire and needs of our clients. We can be on-site if you want visibility. On the other hand if you are looking to keep the accounts department out of your office, we can easily manage everything from our offices.

  • Well defined system – We work on our systems on a daily basis to make sure that we have all the business processes, given by client, well documented and filed. Hence, we are able to offer the best service aligned with the needs and practices of our customers.

Business Plans

A business plan gives an outline of your business, the market in which it will operate and how it aims to make money - and should answer this question: why will your business succeed when so many others fail?

RFC can help you answer this during a consultation, which provides you with the skills, tools and confidence you need to become your own boss. But, there's no reason why you can't start crafting your business plan today.

It is vital that potential investors can understand what your business is all about from a quick glance at your plan. Make sure you include a summary of your business, and how it will make money right from the start, and use simple language throughout.

Being specific is just as important as being concise. The details will help you drill down into how you will actually deliver your plan.

A big part of knowing whether your business will be successful is understanding your audience. Make sure your plan is clear about your target market – who will you be selling to and how many other companies are already selling similar products?

The other essential part of a business plan is the finance section. If your business is not going to make any money, it will not be successful so you need to be very clear on how you will make a profit. Use it to your advantage – your plan will be incredibly useful when it comes to securing loans and investment, but that’s not its only use. It’s also a personal tool to help you understand your objectives.