Consistent close cadence
The monthly bookkeeping close is predictable and the questions are clear. Reports actually make sense now.
Jorge M.
Small business owner
1 month ago
Houston Bookkeeping
Reliable in Houston for clearer financial decision-making
Get monthly bookkeeping, reconciliations, and reporting you can actually use. Clear scope, a consistent checklist, and tax-ready books.
Bank statements
Chart of accounts
Monthly Revenue
Month 1Month 2
25+
Years experience in Houston
Monthly
Financial Updates You Can Trust
100%
Client satisfaction
Local
Houston-area service
Our bookkeeping services
Bookkeeping That Actually Helps You Run Your Business
You did not start your business to chase down receipts or figure out why your accounts will not reconcile. Our monthly bookkeeping service handles the details so you can focus on what actually makes you money.
Monthly bookkeeping and close
Reconciled and closed every month, on schedule.
Account reconciliations
We match statements to the books and track down anything that does not line up.
Management reporting
Monthly financial reports with context, not a spreadsheet dump.
Tax-ready bookkeeping
Consistent categories and organized support so year-end is not a scramble.
Catch-up bookkeeping
Pick the last month you trust and reconcile forward until you are current.
Not sure what you need?
Tell us where your bookkeeping stands today and what you need from your financial reports.
What You Get
Reconciled books every month
Your bank accounts, credit cards, and merchant accounts tie back to your books.
Monthly financial close
P&L and balance sheet delivered on schedule, with fewer loose ends.
Catch-up support when you need it
A month-by-month cleanup plan to get current again.
Less rework later
Cleaner bookkeeping now means easier taxes, loans, and fewer follow-up questions.
Google reviews
Trusted for steady close and clear reporting
Clients mention cleaner books, consistent communication, and fewer surprises when tax time comes around.
Cleanup finally got finished
They picked the last month I trusted and reconciled forward. It stopped feeling overwhelming.
Erin L.
Startup founder
3 months ago
Books are tax-ready
Year-end was smoother because the bookkeeping was current and categories were consistent all year.
Anthony T.
Restaurant operator
6 months ago
Meet the founder
Bringing 40 Years of Financial Expertise to Houston Businesses
The bookkeeping process we use is built around clean reconciliations, direct communication, and a monthly schedule that we actually stick to. The goal is simple: give you updated and interpreted financial records you can understand and use to run your business.
Experience and priorities
Financial Services ProfessionalMassMutual Texas Gulf CoastPresidentTax Advisors and Business SolutionsExternal AuditorDeloitte and ToucheMemberPresidents Club
“Our mission is to empower Houston businesses with accurate, timely financial insights that drive success. I strongly believe that as a financial services professional, my role is to provide not just numbers, but clarity and confidence to business owners.”
Our approach
A steady process you can rely on
Good bookkeeping is not mysterious. It is a routine. We reconcile accounts, resolve exceptions, and deliver reports on a predictable schedule. You will know what we need from you, when we need it, and why it matters.
What you can expect
- Monthly close routine that keeps pace with your business
- Clear categories that match how you actually operate
- Questions surfaced early, not six months later
- Reports that support taxes, loans, and planning
25+
Years of experience
Want to see the process?
Start with a quick call or review the steps before you reach out.
Your monthly close process
Financial Updates Delivered Monthly, Like Clockwork
Your books stay current because reconciliations happen on a predictable schedule.
Bookkeeping either becomes a routine or it becomes a crisis.
Monthly reconciliations, regular exception review, and scheduled reporting mean you are always working with current information instead of chasing down three-month-old questions.
We keep your records updated, so you never have to guess.
Close status
In progress
Bank reconciled
DoneCards reconciled
DoneQuestions sent
SentReports prepared
NextNext close: scheduled
Management snapshot
Monthly
Notes on significant changes included.
P&L + balance sheet delivered
Management reporting that makes sense
Financial Reports That Answer Real Questions
You do not need more data. You need clarity. We deliver clean financial statements plus notes on what changed, so you are making decisions based on real numbers, not guessing.
Good financial reporting is clear, consistent, and explained.
We deliver a P&L and balance sheet you can trust, then document exceptions and unusual swings so you know what happened and what needs your attention.
Tax-ready bookkeeping
Tax Handoff Without the Scramble
Year-end should feel like packaging, not reconstruction.
When your bookkeeping reconciliations are current and your categories are consistent all year, exports and schedules are easier to produce, and follow-up questions have answers already in the file.
That makes tax prep faster and keeps your file supportable.
Export formats confirmed
Want Taxes to Match Your Books?
Clean Bookkeeping Makes Tax Decisions Easier
When your books are reconciled and categories are consistent, tax planning and filing are based on actual numbers, not guesses or reconstructions. If you need tax consulting alongside bookkeeping, we can coordinate both so nothing falls through the cracks.
How it works
How Our Bookkeeping Service Works
Quick Call
We confirm volume, accounts, software, and what you need from reporting.
Deliverable: Clear scope and monthly cadence in writing
Access and checklist
We set up access where possible and send a clear document checklist.
Deliverable: Document checklist and access setup
Setup and cleanup
We review the file, confirm starting balances, and fix obvious issues.
Deliverable: Clean starting point for ongoing bookkeeping
Monthly close
Reconciliations, exception review, and delivery of core reports.
Deliverable: Monthly P&L, balance sheet, and reconciliation reports
Ongoing coordination
We keep a running questions list and stay aligned with year-end needs as they come up.
Deliverable: Clear communication and organized file year-round
Consultations
Consultations: online or in person
We start with your current software, your bank statements, and what you want from your financial reporting. Then we outline the scope and the cleanest next step to get your bookkeeping on track.
How we meet
Online or in person, your choice
We keep the first conversation simple: confirm what you need help with, what is in scope, and what we need from you next.
- Confirm deadlines, years involved, and what you want solved
- Identify missing documents and the cleanest way to share them
- Outline next steps and what happens after the consult
Online consultation
Meet by phone or video. Share statements and access details ahead of time when possible.
Best for quick scope review and access setup
- List your accounts
- Share statements (all pages)
- Tell us your reporting needs
In-person consultation
Helpful when you have paper statements, multiple systems, or messy bookkeeping that needs untangling.
Best for messy books and catch-up
Visit us
9301 Southwest Fwy, Houston, TX 77074, USA
What to bring
What to bring to the consultation
Bring what you have. We will confirm the starting month, what is missing, and how to reconcile forward.
Statements
- Bank statements (all pages)
- Credit card statements
- Loan/LOC statements (if any)
Software access
- QuickBooks/Zoho/Sage login method
- User invites when possible
- Chart of accounts (if available)
Sales + payroll
- Merchant deposits/processor exports
- Payroll summaries
- Sales tax filings (if applicable)
Goals
- What you want from reports
- Any lender needs
- Tax deadlines (if any)
If you have a notice
Bring the letter and the envelope
Deadlines matter. We confirm dates and outline what to respond with next.
Due date
We read the deadline on the notice.
All pages
Bring every page and attachment.
Prior replies
If you already responded, bring what you sent.
Keep a copy
We keep a clean packet for your records.
Tips to keep it smooth
Before we begin
Start with the last month you trust
We identify a clean starting point, then reconcile forward month by month.
1
Send full statements
All pages matter (fees, interest, and ending balances).
2
Name your accounts
A short list of banks/cards saves time and prevents missed reconciliations.
3
Call out known issues
Duplicates, mixed personal and business transactions, or missing months. Tell us up front so we can plan for it.
4
Your Information Stays Protected
Role-based access
We use invitations and permissions when possible, not shared passwords.
Clear document handling
We keep work organized so documents do not get scattered across threads.
Access matches scope
We limit access to what is needed for the work being performed.
Cleanup & catch-up
Behind on Your Bookkeeping? We Can Help You Catch Up
Being behind is common. Bookkeepers leave, systems break, and life gets busy. We start by identifying the last month you trust, gather missing statements, and reconcile forward month by month. If something is unclear, we document it and ask directly.
Identify missing months and accounts
We confirm what's missing and what's already available.
Reconcile month by month
Bank, credit cards, and merchant deposits tied to statements.
Fix duplicates and miscoding
We document exceptions, fix obvious errors, and ask direct questions when we need clarity.
Cleanup checklist
What we typically request up front.
- Statements for missing months
- Loan and credit line statements (if any)
- Merchant processor exports (if any)
- Prior year return or year-end reports (if available)
If your books are behind, bring what you have. We will confirm the starting month, gather missing statements, and reconcile forward.
Make Cash Flow Predictable
Cash flow improves when you can see it. With clean books, you can track receivables and payables, avoid surprises, and make decisions earlier in the month.
- Clear view of cash position and upcoming bills
- Receivables follow-up based on a real aging list
- Category rules that keep spending visible
- Simple cash runway checks when volume changes
Control panel
A few checkpoints that keep cash decisions grounded.
- Receivables timing
- Upcoming payables
- Set-aside planning
- Any one-time items
Stay Compliant Without The Chaos
Clean reconciliations, fewer gaps, and year-end readiness without the scramble.
Clean reconciliations
Accurate books tied to statements so reporting is supportable.
Sales tax and payroll alignment
Books that match what needs to be filed when those items apply.
Year-end readiness
Less scrambling because records are current throughout the year.
Coordinated handoff
Bookkeeping and tax work stay aligned when they need to be.
Frequently Asked Questions About Our Bookkeeping Services
What do bookkeeping services include month to month?
Most clients choose a monthly bookkeeping close. That includes categorizing transactions, reconciling bank and credit card accounts, and delivering a profit and loss statement and balance sheet. If you need payroll processing, sales tax filing, or 1099 coordination, we confirm what is included before we start.
Contact Houston Tax Advisors and Bookkeeping Solutions LLC
Call or text. We will come to you.
Address
9301 Southwest Fwy, Houston, TX 77074, USA
Chinatown
~5–10 min
The Galleria
~8–12 min
The Chase Tower
~15–22 min
Downtown
~15–20 min
Approx. drive time; traffic varies.
Phone
832-949-8455 · 713-405-0771
Email
admin@houtabs.com · elcisq1@gmail.com
Call or textHouston, TX
Open in Maps Ready to Get Your Bookkeeping Under Control?
Call 832-949-8455. Houston-area businesses trust us for monthly bookkeeping that stays current, reconciliations that actually balance, and financial reports that make sense. Let's talk about where your books are today and what you need next.
Prefer text? Send your name, business name, and the best time to reach you.
Send a message
Note: If you're behind, we start by picking the last month you trust and reconcile forward. No judgment. No excuses. Just a clear plan to get you current.