Our bookkeeping service includes monthly transaction categorization, bank and credit card reconciliations, financial statement preparation, and ongoing support for questions throughout the year. We ensure your books are accurate, and ready for tax planning and tax filing.

Yes, we specialize in helping small businesses, startups, and growing companies that need dependable bookkeeping support without hiring a full-time employee.

We work with service-based businesses, startups, e-commerce businesses, real estate investments, contractors, and other growing businesses.

Yes. We service businesses in Houston and nationwide through secure cloud-based systems and virtual meetings.

Absolutely. We work efficiently with clients by email, secure file sharing, video calls, and cloud accounting tools.

Yes, We have deep expertise in QuickBooks Online and help clients with setup, cleanup, monthly maintenance, and accurate reporting.

We strongly recommend QuickBooks Online for efficiency and collaboration, and we can help you transition smoothly.

Yes, If your books are behind or accounts have not been reconciled for months, we can bring everything current and organized.

Yes. Many business owners start by doing their own books, then decide their time is better spent growing the business. We can take over monthly bookkeeping or help clean up existing records.

You may need a bookkeeper if: 1. You are behind on your books 2. Your accounts are not reconciled 3. You are unsure of your profit 4. Tax season feels stressful 5. You don't know how much cash is available 6. Bookkeeping is taking time away from running your business

Monthly bookkeeping helps you understand cash flow, profitability, expenses, and how much money is available for growth. It also makes tax filing easier and reduces surprises.

Clients typically receive monthly reports such as: 1. Profit and Loss Statement 2. Balance Sheet These reports help you make informed business decisions.

Yes. We have accounting and tax expertise, so organized books can flow smoothly into tax preparation and tax planning, saving time and reducing stress during tax season.

Absolutely. We collaborate with your tax professional to support smooth filing.

Yes. We offer both one-time projects and ongoing monthly bookkeeping services, depending on your business needs.

Our monthly fee is a fixed fee based on the number of bank and credit card accounts, transaction volume, and the complexity of the work. We provide clear pricing, so clients know what to expect. Clients are also not limited to the number of questions they can ask during the month.

Our team of qualified CPAs are experienced bookkeepers and will be keeping your books while you focus on running your business.

We pride ourselves in always providing quality service to our clients. You can expect us to be: Straightforward - we are honest and up-front in expressing what can be done to improve your company's financials. We do not beat about the bush. Responsive - We reply to our calls and emails within minutes and no later than 1 business day. Non-judgmental - It does not matter to us what happened, we only care about solving issues faced by our clients. We will plan and work out what needs to be done to move forward. Experienced and Knowledgeable - We have the technical knowledge and experience in Accounting/Bookkeeping, payroll, and advisory as well as QuickBooks Online.

We use secure cloud-based file sharing tools so documents can be exchanged safely and efficiently.

If you are a monthly recurring client, payment is due by the 1st of every month. If you have a special project, a retainer is due prior to the commencement of work.

We accept ACH and Credit/Debit card payments.

You can begin by sending us an email to info@acctadvisory.com (mailto:info@acctadvisory.com)or completing the intake form on our website. We will learn about your business, review your current bookkeeping needs, and recommend the best next steps.