Bookkeeping Services in Katy, TX
Bookkeeping and QuickBooks Online support for Katy small business owners — from Cinco Ranch service businesses to Old Katy contractors and Cross Creek retailers.
Local bookkeeping, done right.
Katy is one of the fastest-growing pockets of the Houston metro, and the businesses growing with it — home builders, HVAC, medical, real estate, and retail — outgrow a shoebox accounting system quickly. We give Katy owners the same lender-ready books a bigger firm would build, without the enterprise price tag. Doug's banking background means we already know what the SBA underwriter is going to ask for before they ask.
Bookkeeping services for Katy small businesses
Monthly Bookkeeping
QuickBooks setup, bank reconciliation, categorized transactions, and monthly financial statements you can hand to a lender or CPA.
Catch-Up & Cleanup
Behind on the books? We rebuild prior months so your P&L, balance sheet, and tax return actually line up.
Loan-Ready Financials
SBA lenders want three years of clean statements. We format your books the way the bank asks for them, up front.
QuickBooks Support
Certified QuickBooks Online ProAdvisors. We handle setup, chart of accounts, class tracking, and training your team.
Built for the businesses on your block.
- Home builders & remodelers
- HVAC & home services
- Medical & dental practices
- Real estate investors
- Retail & e-commerce
- Restaurants & food service
Questions from Katy owners
Do you work with Katy contractors on job costing?
Yes. We set up QuickBooks with class or project tracking so you can see profitability per job, not just per month. Critical for anyone bidding fixed-price work.
How fast can you get my books current if I'm behind?
Most cleanup projects for Katy small businesses take 2–4 weeks depending on volume and how organized the source documents are. We quote the cleanup as a flat fee so there are no surprises.
Do I need to switch to QuickBooks Online?
We strongly recommend QBO for anyone doing monthly bookkeeping with us — it lets us reconcile in near-real-time and keeps you in control of your file. Every plan includes the subscription.
Ready to hand off the books, Katy?
Free 30-minute call. We'll review your current setup and tell you exactly what it takes to get loan-ready.
Book a Free Consultation