Houston Bookkeeping & QuickBooks
Bookkeeping Services in Houston for Small Businesses
If your books are behind, the first question is how to get a reliable starting point. If they are current, the question is whether you can use them to run the business. Our Houston CPA firm helps with monthly bookkeeping, catch-up work, and QuickBooks support, with a scope based on the condition of your records.
We agree on the work, responsibilities, fee, and first reporting date after reviewing what is needed.
What You Get With JAG CPA Bookkeeping
- Reconciled accounts. Match the agreed bank, credit-card, and loan accounts to supporting records and work through differences.
- Consistent categorization. Organize activity so the financial statements reflect how your business operates.
- Financial statements. Establish an agreed close and reporting process, with open questions identified for follow-up.
- Catch-up and cleanup. Review the backlog, missing records, and corrections before setting a timeline and separate scope.
- QuickBooks support. Review the existing setup and the processes that feed your books. If you use another system, we discuss compatibility before committing to the work.
- A clear handoff. Coordinate the accounting information needed for separately engaged payroll, tax preparation, or tax planning.
Need more than the monthly books? Compare the levels of support in Client Accounting Services.
How Our Houston Bookkeeping Works
1) Establish the starting point
Review the current file, arrange secure access, and identify missing records. If cleanup is needed, we agree on priorities and milestones before setting the first reporting date.
2) Monthly Close (Ongoing)
Complete the reconciliations, categorization, and entries included in your engagement. Resolve questions with your team and deliver the agreed financial statements. Advanced accrual entries, class tracking, or specialized reporting require an appropriate scope.
3) Quarterly & Year‑End
Keep the underlying records organized for the next filing or planning conversation. Sales-tax filings, contractor information returns, payroll processing, and tax returns are separate tasks; we confirm who is responsible for each.
Choose the level of support you need
Foundation centers on basic monthly bookkeeping, reconciliations, and financial statements.
Focus adds selected performance measures and a review of the results, with the measures and schedule agreed in the engagement.
Ascent adds CFO-style guidance, forecasts, and scenarios for decisions that need deeper analysis.
Account and transaction volumes, reporting needs, record condition, and complexity all affect scope. See our CAS service levels for the distinctions. Daily invoicing and bill payment, tax work, and running payroll are not automatically included.
What Makes Us Different
The goal is a set of books you can understand and use. That starts with a workable routine: clear requests, defined responsibilities, and a consistent close.
When the next question is about margins, a new hire, or the cash needed for growth, we can discuss Client Accounting Services or fractional CFO services. The level of support should follow the decision you need to make.
FAQs
Can you work with books that are behind?
Yes. We first assess the missing periods, supporting records, and corrections. Cleanup has its own scope and timeline.
Can you review my existing QuickBooks file?
Yes. We can assess the setup and month-end process before agreeing on ongoing work.
How soon will reporting begin?
The first reporting date depends on access, record completeness, and any cleanup. We set it after reviewing those conditions.
Are sales-tax filings, 1099s, payroll, and tax returns included?
They are not automatic bookkeeping coverage. We identify the requested services and responsibilities in your engagement.
What does bookkeeping cost?
We quote the work after reviewing activity, accounts, entities, complexity, and catch-up needs. The engagement states the fee and how additional work is handled.
Serving Greater Houston
JAG CPA & Co.
2100 Travis St., Suite 230
Houston, TX 77002
Phone: 713‑234‑5112
Let’s look at your books
Tell us what system you use, when your accounts were last reconciled, and what you need from your financial reports. We can start there and work through the next step.
Request a consultation, complete the questionnaire, and Joe will review your request before the appointment is confirmed. Call 713-234-5112 if you need to reach the firm.
Joe Gallegos, CPA/CVA
Partner-in-Charge · JAG CPA & Co.
Author of The Ultimate Guide to Choosing a CPA
THE HOUSTON CPA
Let’s work through your next business decision.
Start with what you want to accomplish. We’ll look at the facts, talk through the tradeoffs, and identify a practical next step.
Public accounting since 2012 · Big Four background
Business tax planning · Cash flow · Business valuation · Advisory
Request a time, then complete the questionnaire our team emails you. Joe reviews the fit before our team confirms your phone consultation.
Read Joe’s story: the purpose and principles behind JAG