Our monthly bookkeeping service includes everything you need to keep your books accurate, organized, and ready for tax preparation. Each month, we:Categorize and record your business transactionsReconcile your bank and credit card accountsReview your books for errors or unusual itemsPrepare your Profit and Loss Statement and Balance SheetKeep your QuickBooks Online file organized and up to dateProvide year-round support when you have questions about your booksYou will have financial statements you can use to understand how your business is doing, not just books that are completed when tax time arrives.

We work with a variety of small businesses, with particular experience in professional services, real estate, e-commerce, and startups.Some of the businesses we serve include:Professional service businesses — such as consultants, marketing agencies, medical practices, and other service providersReal estate investors and property managers — including businesses with rental properties and real estate investmentsE-commerce and retail businesses — including businesses selling through online marketplaces and platforms such as Shopify, Amazon, and eBayStartups and growing businesses — helping owners keep their books organized as the business growsOther small businesses — if you need reliable monthly bookkeeping and use QuickBooks Online, we'd be happy to discuss your bookkeeping needs Our experience with different types of businesses allows us to understand that bookkeeping is not always “one size fits all.” The way we organize and review your books depends on how your business operates.

Yes. Although we are based in Houston, Texas, we work with small businesses throughout the United States. Our bookkeeping services are provided remotely, so you do not need to be located nearby to work with us. We use QuickBooks Online and secure online communication and document-sharing tools to keep the process simple and convenient. We can handle your monthly bookkeeping, QuickBooks Online support, and tax-ready books without requiring you to visit an office. Whether your business is in Houston or another state, you can work with us remotely and still receive personal, responsive bookkeeping support.

Yes. We work extensively with QuickBooks Online (QBO) and can help whether you are starting from scratch or already have a QuickBooks Online account.Depending on your needs, we can help with: ·         Setting up a new QuickBooks Online account·         Organizing or reviewing your chart of accounts·         Connecting and reviewing bank and credit card accounts·         Cleaning up historical transactions and bookkeeping errors·         Making sure your books are properly organized for ongoing bookkeeping·         Maintaining your QuickBooks Online file as part of our monthly bookkeeping service If you already have QuickBooks Online but are not confident that your books are set up correctly, we can review the file and help get it back on track.

That's not a problem. If you currently use another accounting program, spreadsheets, or even paper records, we can help you move to QuickBooks Online if that is the right fit for your business.We can help with the transition, including reviewing your existing books, organizing your chart of accounts, cleaning up historical information, and moving your financial data to QuickBooks Online.

Yes. We provide catch-up and cleanup bookkeeping services for businesses whose books have fallen behind or need to be corrected.Whether you are a few months behind, have years of unreconciled transactions, or simply don't trust the numbers in your books, we can help. Depending on what we find, we may reconcile bank and credit card accounts, correct transaction classifications, clean up the chart of accounts, and address other bookkeeping issues.Once the cleanup is complete, we can also provide ongoing monthly bookkeeping to help keep your books accurate and up to date.

You may be ready to work with a professional bookkeeper if keeping up with your books is taking too much of your time, your records are falling behind, or you are no longer confident that your financial information is accurate.Some common signs include:Your bookkeeping is consistently behind. You are struggling to keep up with transactions, receipts, or reconciliations.Your accounts are not reconciled regularly. Your bank or credit card balances don't match your bookkeeping records.You aren't sure how profitable your business is. You have difficulty understanding your income, expenses, or actual profit.Tax time is stressful. Your books and financial documents aren't organized when it is time to prepare your tax return.Your business has grown. The volume or complexity of your transactions has become more than you want to handle yourself.Bookkeeping is taking you away from your business. You would rather spend your time serving customers, managing operations, or growing the business.You need more than basic data entry. You want accurate financial statements and someone who can help you understand your numbers. You don't necessarily need to hire a full-time bookkeeper to get professional help. Outsourcing your bookkeeping can give you the support you need without the cost and commitment of adding a full-time employee.If your books are already behind or need significant cleanup, we can also discuss whether a one-time cleanup should come before ongoing monthly bookkeeping.

Monthly bookkeeping is about more than getting ready for tax season. When your books are kept up to date, you have a clearer picture of your business throughout the year.Accurate monthly bookkeeping can help you:Understand your profitability: Your Profit and Loss Statement shows how much your business is earning and where your money is being spent.Keep an eye on cash flow: Up-to-date books make it easier to understand your income, expenses, and available cash.Spot problems sooner: Regularly reviewing your financial statements can help you notice unusual expenses, declining revenue, or other issues before they become bigger problems.Make better business decisions: Reliable financial information gives you a better basis for decisions about spending, pricing, hiring, and growth.Be prepared for tax season: When your books are reconciled and organized throughout the year, tax preparation is generally much smoother. Good bookkeeping isn't just about recording what already happened. It gives you information you can use to understand where your business stands and make more informed decisions about what comes next.

As part of your monthly bookkeeping service, you will receive accurate financial reports that help you understand how your business is performing. Your standard monthly reports include:Profit and Loss Statement (P&L): Shows your income, cost of goods sold, expenses, and net profit or loss for the period.Balance Sheet: Shows what your business owns, what it owes, and your owner's equity at a specific point in time. The purpose of your financial reports is not simply to give you numbers. They should help you understand where your business stands and give you useful information for making prudent business decisions.

Yes. We provide bookkeeping and tax preparation services.We prepare federal and applicable state tax returns for individuals and businesses, including sole proprietorships, LLCs, S Corporations, and C Corporations. For new businesses, we also provide tax planning and guidance on tax filing requirements to help you start off on the right track. Keeping your bookkeeping current throughout the year makes tax preparation much easier. When your books are properly categorized and reconciled, your tax return can be prepared from financial records that are already organized and ready to use.

Yes. We can help you get caught up with past-due or unfiled tax returns. We will review the information available, identify what is needed to complete the returns, and help you move toward becoming current with your tax filings.

Absolutely. If you already have a CPA, tax preparer, or other tax professional you trust, you do not need to change them in order to work with us.We can maintain your books throughout the year and provide your tax professional with the financial information and reports they need to prepare your tax return. We are also happy to respond to reasonable questions from your tax preparer about your bookkeeping.At year-end, the goal is to provide clean, reconciled, tax-ready books so your tax professional does not have to spend unnecessary time sorting through incomplete or disorganized records.

Yes. We offer both one-time bookkeeping projects and ongoing monthly bookkeeping services, depending on what your business needs.A one-time project may be appropriate if your books have fallen behind, you need a bookkeeping cleanup, or you want to get your QuickBooks Online file organized before moving to ongoing monthly bookkeeping.Our ongoing monthly bookkeeping service is designed for business owners who want someone to consistently handle their bookkeeping, including transaction categorization, bank and credit card reconciliations, and financial reporting.If you are not sure which type of service you need, we can look at your current books and determine the best place to start.

Our bookkeeping services are priced on a fixed monthly fee, rather than an hourly rate. The fee depends on the needs of your business, including the volume and complexity of your bookkeeping and the accounts that need to be maintained.We believe a fixed monthly fee makes bookkeeping easier to budget for and removes the uncertainty of being billed every time you have a question. You can reach out when you need help or clarification without worrying that every email or conversation will increase your bill.

You will work with an experienced Certified Public Accountant (CPA). We are also QuickBooks Online ProAdvisors and have hands-on experience with bookkeeping, QuickBooks Online, tax preparation, and small business accounting.Because bookkeeping and tax preparation are closely connected, our accounting and tax experience allows us to look beyond simply entering transactions. We want your books to be accurate, organized, and useful to you throughout the year.

We believe good bookkeeping is about more than keeping your transactions up to date. It is also about having someone you can rely on when you have a question or need help understanding your numbers.A few things that set our approach apart are:Fixed monthly pricing: You know what you are paying each month rather than watching an hourly bill grow every time you need assistance.Responsive support: We value our clients' time and make every effort to respond promptly to questions and requests.Personal attention: We take the time to understand how your business operates rather than treating your books as just another account.CPA experience: You benefit from experience that goes beyond basic transaction entry, including QuickBooks Online, bookkeeping, and tax knowledge.No judgment: If your books are behind or have become messy, you can talk to us about it without worrying about being judged. Our job is to help you get things back on track. Our goal is to give you reliable bookkeeping support and financial information you can feel confident using.

We take the privacy and security of your financial information seriously. We use secure online tools for sharing documents and communicating with clients rather than relying on ordinary email attachments for sensitive records.You can securely provide documents such as bank statements, receipts, and tax records through our designated file-sharing system. We also use security measures such as multi-factor authentication where available.Our goal is to make exchanging documents convenient while taking appropriate steps to protect your financial information.

For ongoing monthly bookkeeping services, we charge a fixed monthly fee rather than billing by the hour. Your monthly payment is processed automatically according to the terms of your engagement.For one-time bookkeeping projects or cleanup work, payment terms are established before the project begins and may include an initial payment before work starts.We also accept convenient electronic payment methods, including ACH bank transfers and major credit and debit cards.The goal is to keep billing simple and predictable, so you know how your bookkeeping is being billed without having to keep track of hourly charges.

You can begin by sending us an email to info@acctadvisory.com or completing the intake form on our website to tell us a little about your business and the bookkeeping help you need. From there, we can learn more about your current bookkeeping situation, whether you already use QuickBooks Online, and what kind of support you are looking for. If your books are behind or need cleanup, we can discuss the best way to get them back on track. If you are looking for ongoing monthly bookkeeping, we can discuss your needs and determine whether our services are a good fit.We want to make the process straightforward from the beginning, with a clear understanding of what happens next.