Catch-Up Bookkeeping in Katy, 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 Katy 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 Katy businesses that means Harris, Fort Bend & Waller counties filings, local tax detail, and financials a bank or CPA will accept. Pricing is $250–$400 per open month, quoted as one fixed fee.
Katy runs on owner-operated businesses that grew with the subdivisions: remodelers, HVAC and pool companies, med spas, and franchise operators along the Grand Parkway. The common thread in Katy cleanups is a company that scaled crews faster than its back office and now cannot tell which jobs made money.
How Katy books usually get behind
Job costing was never set up
Katy trades and remodelers bill by project but record by bank line. Without job-level cost tracking, gross margin is unknowable until the file is rebuilt.
Personal and business are mixed
Owner draws, a personal card used on a job, an equipment purchase run through savings — untangling these is most of the work in a Katy cleanup.
Three counties, three tax records
Katy addresses fall in Harris, Fort Bend, or Waller County. Property and rendition records land in different districts, and books rarely reflect that.
What a Katy cleanup has to account for
- A Katy business address may be assessed by HCAD, Fort Bend CAD, or Waller CAD depending on the parcel — we tie fixed assets to the right district.
- MUD and special district taxes appear on Katy-area property bills; they belong in the books as taxes, not as generic overhead.
- Texas franchise tax reports are due May 15, and Katy contractors often need COGS broken out properly to use the cost-of-goods deduction.
- Residential vs. commercial construction changes Texas sales tax treatment on labor — a frequent correction in Katy remodeler files.
Financing note. Katy owners financing a shop, a truck fleet, or a build-out are usually asked for two years of reconciled statements plus a current balance sheet. Equipment loans and SBA 504 requests move much faster once fixed assets and loan balances are accurate. See loan-ready financials or run the DSCR calculator.
Katy industries we work in
- Remodelers and custom builders
- HVAC, plumbing, electrical and pool service
- Med spas and dental practices
- Franchise restaurants and retail
- Landscaping and fencing crews
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.
Katy 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.
I run jobs across Katy, Fulshear, and Brookshire — can you separate them?
Yes. Part of a Katy catch-up is rebuilding job or class tracking so revenue and cost are grouped by project and location, which is what lets you see margin per job going forward.
How far behind are most Katy clients when they call?
Commonly six to eighteen months, often triggered by a tax extension expiring or a bank asking for statements. Both are normal, and both are fixable at a fixed fee.
Catch-up bookkeeping near you
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- Catch-up bookkeeping in Cypress
Looking for ongoing monthly bookkeeping in Katy instead? See our Katy bookkeeping services page.
Find out what your Katy 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 Katy business — usually within one business day.