Bookkeeping

Services Offered:

  • Monthly transactions are downloaded and categorized in QuickBooks Online to keep financial records accurate and organized. This service helps Houston businesses track expenses and income for clear financial reporting and tax preparation.

    Additional Service:

    • Income categorization

    Note: Payroll, invoice creation, and bill payments are not handled.

    Monthly Financial Reports & Updates
    Detailed profit & loss statements, balance sheets, and cash flow reports are emailed monthly, along with ongoing support to keep finances on track.

    Year-Round Support
    Acts as a liaison with accountants to ensure smooth tax filing and clear communication.

Note:
All work is completed from my home office, providing flexibility, efficiency, and confidentiality while delivering personalized service tailored to the client’s needs.

Financial planning documents, including a monthly budget worksheet, a finance tracker, a folder, and a gold pen on a white surface.