Houston, TX
We offer bookkeeping, tax prep, tax filing and payroll. We'll work with you monthly, quarterly, annually or when and how you decide.
Our monthly packages are designed to be the best plan for your business. During our consultation, we’ll go through each step, discuss delete and add services until you have exactly what you’re looking for.
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What kind of accounting services do you provide?
All bookkeeping services: we offer monthly packages or individual services including account reconciliations, categorizing, customized and set-up Chart of Accounts, we'll balance your books, Financial Reports, Management Reports customized for what our clients want to see, analytics, CPA ready tax prep, business and personal tax filing and payroll services
Why is it so important for businesses to hire a great accountant?
An accountant is typically ethical, reliable and trustworthy. An accountant can save you money and help grow your business. A GREAT accountant is also someone you form a relationship with, someone that knows you and your business goals and makes sure your growing in the right direction and are prepared to handle that growth.
What do you love most about your job?
I love helping a business owner reach their goals, I love the relationships I've formed over the years but my all time fave thing to do is hunt penny's. Balancing accounts and cleaning up the books is my all time favorite. I also really like the analytics. Defining, in plain and simple terms, what those penny's and dollars are trying to tell you!
What inspired you to start your own business?
I lost my job, I'm older and I stink at interviewing. I took an RV road trip and got stranded in Mississippi for an extra 3 days and during this time, I was discussing my dilemma with the RV Park owner and he told me "if they won't give you a job, buy one!". I love accounting work and although I struggled with the "be your own boss" thing in the beginning as I was way too nice, I pushed through and now sometimes I don't even like my boss, she can be so demanding!
Why should our clients choose you?
We work with your budget, your goals. We work virtually, have satellite offices all over Houston or we'll come to your office so convenience is always on your side. We'll work with you on your terms and strive to help you grow or maintain your business. There are plenty of bookkeeping services in and around Houston and we all have great attributes, talk to a lot of us and choose the one that left you feeling the most comfortable with turning over your finances. And always know: If you think you can't afford a professional, try hiring an amateur!! We do hope you'll choose us, but we wish you the best regardless!
Monthly Service Plan
* AR / AP categorized & reconciled
* Reconciliations
* Financial Reports
* Best practices report
* Discussion with Bookkeeper
Payroll
we offer basic and full service
Invoicing & bill pay
We'll take care of sending invoices and paying bills each month
GL clean-up (balance the books)
* clean up/corrections to categorizations - we can set-up specific accounts you want to watch
* reconcile all accounts
* Walk you through monthly processes, if you want to DIY or we can set you up for monthly services or we can teach you how to do it and simply review your work monthly, quarterly and/or annually
Management Reports
Customized for what you want to see
Other Services:
1. CPA ready tax reports
2. Customized Chart of Accounts
3. Audit Assist and documentation
4. Personal Tax returns
5. Business Tax
Fixed Assets Management
We'll maintain the monthly FA activity:
* WIP accounts
* Depreciation/amortization
* In-service
* Adjustments - reevaluations
* retirements
* all things PP&E!
Projects Management
* Budgets
* Progress
* % billing/invoicing
* Vendor updates
* accruals
* customized to fit your needs