Houston Bookkeeping & QuickBooks
Bookkeeping Services in Houston for Small Businesses
Monthly bookkeeping, catch‑up & cleanup, and QuickBooks/Xero support from a Houston CPA firm. Get an instant estimate and start your onboarding in days—not weeks.
What You Get With JAG CPA Bookkeeping
Monthly close, on time: Bank/credit card reconciliations, AR/AP posting, and month‑end adjustments so your P&L and balance sheet actually match reality.
Actionable financials: Clean, CFO‑friendly reports with notes you can understand—delivered each month.
Catch‑up & cleanup: Behind a few months (or years)? We’ll triage, sequence the work, and bring everything current fast—then keep it current.
QuickBooks & Xero: We primarily support QuickBooks Online; we also work in Xero if your team already runs on it. App integrations available (Example: Bill, Gusto, etc.).
Built‑in compliance handoff: Need payroll or tax planning? We plug your books directly into our Payroll and Tax/CAS services—no more vendor ping‑pong.
Secure document workflow: Bank‑level encryption, audit trails, and clear request lists so nothing slips through.
See Packages → scroll to estimator at bottom of this page
How Our Houston Bookkeeping Works
1) Onboarding & Cleanup (Weeks 1-4)
Kickoff, access & security setup (banks, payroll, bill pay) → chart of accounts tune‑up → cleanup/catch‑up plan with milestones and first reporting date.
2) Monthly Close (Ongoing)
Reconciliations (banks, cards, loans) → categorization & class tracking → month‑end entries (accruals, depreciation as applicable) → delivery of P&L, Balance Sheet, Cash Flow with commentary.
3) Quarterly & Year‑End
1099 vendor review & forms support → capitalization vs. expense review; sales‑tax postings (if applicable) → year‑end close package ready for tax filing/advisory.
Three‑Tier Bookkeeping Packages
FOUNDATION — Basic monthly bookkeeping & reconciliations for small, steady businesses that need accurate numbers.
FOCUS — Enhanced reporting & monthly reviews for owners who want to track key metrics and spot issues early.
ASCENT — Strategic CFO‑style advisory inside bookkeeping: monthly 60–90‑min call, rolling 12‑mo forecast, deeper analysis.
Typical thresholds:
Foundation: up to 2 bank + 2 cards • ~100 txns/mo • 1 loan • statements via email
Focus: up to 4 accounts • ~200 txns/mo • 2 loans • KPI snapshot (1–3 metrics) • 30‑min review • light BvA
Ascent: up to 5–6 accounts • ~400 txns/mo • 3 loans • 60–90‑min “CFO” call • rolling 12‑mo forecast • optional dept P&L/job costing
Common exclusions: day‑to‑day AR/AP, invoicing/bill pay. No tax prep or tax planning in these packages (those live under Tax Prep and Tax Planning).
What Makes Us Different
CPA‑led bookkeeping, advisory‑ready structure, and a Houston‑based, responsive team.
Ready for dashboards and forecasting every month? Explore Client Accounting Services (CAS) and Fractional CFO Services.
FAQs
Do you handle catch‑up/cleanup work?
Yes. We map the backlog, sequence the work by risk, and usually deliver the first clean monthly close within your first cycle.
Can you work with my existing QuickBooks file?
Yes. We’ll review your file, fix structural issues (chart, products/services, bank rules), and standardize month‑end procedures.
Do you support Xero?
Yes—primarily for clients already on Xero. If you’re choosing software today, we’ll usually recommend QuickBooks Online for ecosystem breadth.
How long does onboarding take?
Most clients complete onboarding and (if needed) initial cleanup in 2–4 weeks, depending on complexity and responsiveness.
Will you file my sales tax and 1099s?
We prepare the underlying books and can support sales‑tax postings and 1099 processes. If you’d like us to file, we’ll include it in your scope.
Do you provide payroll and taxes?
Yes. We offer Payroll and Tax/CAS services so your books, payroll and tax planning stay in sync.
What does bookkeeping cost?
Your fee depends on transactions, accounts, catch‑up needs and complexity. Use the estimator on this page to see your range; we’ll finalize pricing after a quick review.
Serving Greater Houston
JAG CPA & Co.
2100 Travis St., Suite 230
Houston, TX 77002
Phone: 713‑234‑5112
Ready to Get Clean Books? Get Instant Estimate
We combine top‑tier financial expertise with real‑world practicality. This short form shows which level fits your needs—plus any overages for volume or complexity.
Ideality Accounting & Advisory Estimate
Enter your details, then click "Calculate." We'll assign a tier based on selected features and add a small overage if you exceed basic volume (transactions, accounts, loans).
Choose Advanced Features (Focus/Ascent):
High-Level Advisory (Ascent Tier):
Assigned Tier: -
Monthly Service Fee: $0
One-Time Cleanup Fee: $0
Disclaimer: This is a simple estimate. Actual pricing may vary if you require extensive AR/AP, job costing, or other complexities.
Joe is s 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 tax planning, cash flow planning, business valuations, and business consulting for privately owned businesses.
Education: Bachelor of Business Administration-Accounting
Texas State University, San Marcos, TX 2011
Master of Science- Accounting Sam Houston State
University, Huntsville, TX 2012
CERTIFIED PUBLIC ACCOUNTANT
The state of Texas, 2013
