Bookkeeper in Houston TX: get your books up to date—without the headache
If you’re saying things like “I just need my books up to date,” “please clean up my QuickBooks,” or “the IRS stresses me out,” you’re in the right place. As a local bookkeeper in Houston, TX, we keep your numbers accurate, your deadlines handled, and your nights—calm.
What monthly bookkeeping looks like (Houston, TX)
Monthly bank & credit card reconciliations
Categorization of transactions with a practical volume cap that fits your stage
Basic loan reconciliations and summary payroll entries (if a separate payroll provider is used)
Monthly financial statements delivered electronically—simple, clear, and ready for decisions
You get clean books every month, so cash flow talks make sense and year‑end doesn’t blindside you.
QuickBooks clean‑up & catch‑up (so you can sleep better)
Behind a few months—or a year? We’ll clean up QuickBooks and get everything reconciled. Catch‑up is scoped fairly (based on how many months and how much activity), so you only pay for what you need—no surprises.
Pick your level of bookkeeping support
We keep pricing easy to understand with three clear service levels so you’re not over‑ or under‑buying, get a quote here:
Foundation – steady businesses that just need accurate monthly books
Focus – owners who want a KPI snapshot and a short monthly review call
Ascent – a deeper “CFO‑style” rhythm with rolling 12‑month forecasting and strategy reviews
Each tier has defined volumes (accounts, transactions, loans) and deliverables, with simple add‑ons if you grow—transparent and scalable.
Proactive or on‑demand: you choose the service style
Some clients want us to check in on a schedule (estimates, mid‑year, year‑end). Others prefer to call when something pops up. We support both:
On‑Demand (Reactive) – you reach out when needed; we help and bill for just that time
Service Plan (Proactive) – scheduled touch points to reduce surprises and keep momentum
Same friendly team—just pick the cadence that fits how you like to work.
Bookkeeping vs. tax: what’s included (and what isn’t)
Your bookkeeping package covers the day‑to‑day accounting rhythm. Tax prep and tax planning are separate, by design—so you’re never confused about what’s covered and you can add tax help only if and when you want it. If you want both, we’ll scope bookkeeping plus a tax service plan that includes scheduled reviews and estimates.
Who we serve in Houston, TX
Trades & contractors (HVAC, construction, logistics) who need job‑cost clarity and cash‑flow visibility
Real estate & investors who want clean ledgers and year‑end ready files
Professional services (medical/therapy, legal, consulting) that value predictable books and simple reports
E‑commerce & retail that care about margins, inventory, and “no‑drama” reconciliations
If you’re a small business and want straight talk, clear pricing, and local support, we’re built for you.
What you can expect
Clear pricing by tier, with only a few simple add‑ons when volumes go beyond the base (extra accounts, higher transaction volume, additional loans)
Short, real conversations—plain English, quick answers to “got‑a‑minute?” questions (rolled into plan hours if you’re on a service plan)
Quarterly or mid‑year check‑ins if you choose proactive service—because nobody likes last‑minute surprises
FAQs
Do you work with QuickBooks?
Yes. We’ll maintain your QuickBooks file, handle reconciliations, and provide monthly financials. Need a clean‑up first? We’ll scope it and get you current.
Can you help with S‑Corp payroll and estimates?
We record summary payroll entries (if you use a payroll provider) and, if you opt into a tax service plan, we’ll schedule estimate reviews to minimize surprises.
I want simple reports—can I get a KPI snapshot?
Yes—our mid‑tier includes a one‑page KPI snapshot and a short monthly review call, so you can spot changes fast.
What if I only want help when something comes up?
Choose On‑Demand. Call when you need us; pay for just that time. If you decide you want a more proactive rhythm, you can switch.
Ready to breathe easier?
Whether you need QuickBooks clean‑up, steady monthly bookkeeping in Houston TX, or a proactive plan with scheduled reviews, we’ll meet you where you are and keep your books up to date—so you can focus on running the business (and sleep better at night).
Joe is a Certified Public Accountant (C.P.A.) and a Certified Valuation Analyst (C.V.A.). Joe’s professional career in public accounting began in 2012 with one of the “Big 4” international accounting firms. Since 2012, the focus of his professional engagements has been primarily in the area of business tax planning, cash flow planning and management, business valuations, and small business financial consulting.
