Catch-Up Bookkeeping in Houston, TX
Months or years behind? We rebuild and reconcile your books to a clean, lender-ready set of financials for one fixed fee — with no judgment about how it got this way.
$250–$400 per month behind · Fixed fee before work starts · Free diagnostic review
Catch-up bookkeeping for Houston businesses
Catch-up bookkeeping is recording and reconciling every month that was never entered — from the last period your books were accurate through today. For Houston businesses that means Harris County filings, local tax detail, and financials a bank or CPA will accept. Pricing is $250–$400 per open month, quoted as one fixed fee.
Most Houston owners who call us are not disorganized — they got busy. A contractor bidding work through the Energy Corridor, a clinic near the Med Center adding a second location, a restaurant group in the Heights: the bank feed keeps running while nobody reconciles it. Six months later the P&L is fiction and a lender, a CPA, or the IRS wants numbers.
How Houston books usually get behind
Growth outran the file
A second location, a new crew, or a first employee doubles transaction volume. QuickBooks keeps importing; categorization and reconciliation stop.
The bookkeeper left mid-year
Handoffs are where Houston files break. Opening balances are never re-set, and the new person starts fresh instead of correcting prior months.
An extension ran out
Filing an extension buys six months, not clean books. We see most Houston cleanups land in the weeks before the extended deadline.
What a Houston cleanup has to account for
- Harris County business personal property renditions are due to HCAD each spring — they require fixed-asset detail your books have to support.
- Texas franchise (margin) tax reports are filed with the Comptroller by May 15; revenue and COGS have to reconcile to the books we rebuild.
- Texas sales tax on services differs by service type; mis-taxed invoices are one of the most common corrections we make in Houston files.
- Houston has no city income tax — cleanup here is federal, franchise, sales tax, and property rendition work.
Financing note. Houston's SBA 7(a) and 504 lenders and local banks underwrite from reconciled statements plus tax returns. If the books do not tie to the returns, the file stalls in underwriting — cleanup is usually the fastest path to a funded loan. See loan-ready financials or run the DSCR calculator.
Houston industries we work in
- Construction & specialty trades
- Oilfield and industrial services
- Medical & dental practices
- Law firms with IOLTA trust accounts
- Restaurants and multi-location retail
- Trucking and logistics
Every catch-up includes
- Every open month entered and reconciled from bank, card, loan, and processor statements
- Chart of accounts rebuilt to match how the business actually operates
- Opening balances corrected so the balance sheet ties to statements
- P&L and balance sheet issued for each period, with a year-end packet for your CPA
- Payroll, sales tax, and loan balances reconciled to filed returns and lender statements
- A written summary of every correction made, so nothing is a black box
Compare quotes against our 2026 Houston pricing benchmarks and read the full catch-up bookkeeping guide.
Houston catch-up bookkeeping FAQ
How much does catch-up bookkeeping cost?
Cleanup is priced per open month: roughly $250–$400 per month behind, depending on transaction volume, payroll, sales tax, and how many entities are involved. A typical one-year catch-up runs $2,500–$3,500. You get one fixed fee in writing after a free diagnostic review — never an open hourly meter.
How long does a catch-up take?
Most one-year cleanups finish in two to four weeks once we have statement access. Multi-year or multi-entity projects take longer, and we work oldest month forward so each period closes permanently.
What do you need from me to start?
Read-only access or PDF statements for every bank, credit card, loan, and payment processor account, plus payroll reports and your last filed tax return. That is usually enough to scope the work and quote it.
Will you judge how far behind I am?
No. Multiple years behind is normal in this work. The only thing that matters is getting each period reconciled and documented so your CPA and your lender can rely on it.
Do you meet Houston clients in person?
We work remotely with secure document sharing, which is how the cleanup gets done fastest. Video calls cover the review and handoff, and we are available for an in-person meeting in Houston when a lender or CPA asks for one.
Can you clean up books before a Harris County rendition deadline?
Yes. Fixed assets are the first thing we rebuild when a rendition is coming, so equipment and vehicle detail is defensible before it is filed.
Catch-up bookkeeping near you
- Catch-up bookkeeping in Katy
- Catch-up bookkeeping in Sugar Land
- Catch-up bookkeeping in The Woodlands
- Catch-up bookkeeping in Pearland
- Catch-up bookkeeping in Cypress
Looking for ongoing monthly bookkeeping in Houston instead? See our Houston bookkeeping services page.
Find out what your Houston catch-up will take
Tell us how to reach you and roughly how far behind you are. We'll review the file and send back a fixed-fee cleanup scope for your Houston business — usually within one business day.