Katy bookkeeping services
Monthly bookkeeping that stays tax-ready.
Clean books, monthly close, and CPA review for small businesses in Katy, West Houston, and nationwide.
BEST FIT
Built for the work you actually need done.
- Businesses with recurring transactions that need reliable monthly close
- Owners tired of year-end cleanup and unclear profit numbers
- Companies using QuickBooks Online, payroll, AP, AR, or multiple bank accounts
- Teams that want books reviewed by a CPA who also understands tax
WHAT'S INCLUDED
Monthly close
Reconciliations, categorization, journal entries, and financial statements.
Cleanup and setup
Chart of accounts, bank feeds, prior-period cleanup, and process fixes.
Payroll coordination
Support around payroll reports, contractor payments, and 1099s.
Quarterly review
Periodic review calls so you understand what the numbers mean.
01
Free consult
A direct 30-minute call to understand your facts, timeline, and scope.
02
Written scope
You get a clear fixed-fee proposal before work begins.
03
Secure handoff
Documents move through secure online workflows, with in-person options for Houston-area clients.
04
CPA review
The work is reviewed with the tax and business context in view.
What bookkeeping software do you use?
QuickBooks Online is the default, but existing Xero or Wave files can be reviewed if they fit the engagement.
How fast can cleanup happen?
Most cleanup projects are scoped after the consult and depend on transaction volume, number of accounts, and prior-year issues.
Is tax preparation included?
Tax preparation can be included in monthly engagements when scoped in the written proposal.
START HERE
Talk through your situation with a licensed Texas CPA.
No obligation. We will confirm fit, timing, and the likely scope before asking for documents.