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Tax N Tips/P&L · Balance sheet · Reconciliations

Houston-based bookkeeping for small businesses nationwide

Tax N Tips provides monthly bookkeeping, catch-up work and QuickBooks cleanup for small businesses in Houston and nationwide. We categorize transactions, reconcile business bank and card accounts, and prepare monthly profit and loss statements and balance sheets. Compare our monthly plans or book a free consultation to discuss the work your books need.

YOUR SERVICE AT A GLANCE

What's included

  • Monthly transaction categorization
  • Bank and credit card reconciliations
  • Profit & loss and balance sheet every month
  • Accounts receivable and payable tracking
  • Catch-up bookkeeping for months or years behind
  • QuickBooks setup and cleanup

YOUR SERVICE AT A GLANCE

Who it's for

  • Owners doing their own books at midnight
  • Businesses behind on months of bookkeeping
  • Companies preparing for a loan, investor, or sale
  • Anyone who wants tax prep to be simple next year

YOUR SERVICE AT A GLANCE

What we'll need from you

  • Read-only access to business bank and card accounts, or monthly statements
  • Access to your accounting software, if you have one
  • A short list of how you want expenses categorized

Questions

Before you ask.

The three questions we hear most about this service.

Our pricing page lists starting monthly fees. Your final fee depends on your accounts, transaction volume, entities and the condition of your books. Catch-up bookkeeping and historical QuickBooks cleanup are quoted separately. Before work begins, your written proposal confirms the services, limits and fees. Third-party software charges are separate from our service fee.

LET’S MAKE ROOM FOR WHAT’S NEXT

Let's talk about bookkeeping.

Bring your questions. We’ll bring a clear next step. Twenty minutes, no obligation.

Prefer a call? +1 (786) 688-7861

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