Books that are ready when your taxes are

Lachezar Velev, the firm's bookkeeper. He holds a Bachelor of Business Administration in Accounting from the University of Houston and has years of hands-on work in reconciliations, financial records, reporting and financial fraud detection. That last skill matters more than people expect: a careful monthly reconciliation is often where a duplicate charge, a missing deposit or an unexplained transfer first shows up.

Blaga Veleva, EA, reviews the books at tax time and prepares the business return from them. You can meet them both on the about page.

• Reconciling every bank, credit card and loan account to its statement.
• Categorizing income and expenses so they land on the right tax lines.
• Monthly or quarterly profit and loss statements, and balance sheets, you can read and use.
• Tracking what customers owe you and what you owe vendors, where you need it.
• A year-end file ready for your return, with nothing left to guess.

Payroll processing is not part of the service. Blaga is a Certified QuickBooks ProAdvisor; if you use QuickBooks, the QuickBooks help page explains setup, clean-up and QuickBooks training for owners who want to keep their own books.

Bookkeeping is priced by the type of entity, the number of transactions, how complex the accounting is and what you can pay. Clients who add tax preparation get a bundle price.

Monthly fits most businesses with steady activity; year-end can work for a very small one. Monthly books tell you where cash went while you can still act on it, catch errors while the bank statement is fresh, and make tax planning possible before December. Year-end work suits a sole proprietor with a handful of transactions a month and simple records. The free consultation is the place to decide, based on how many accounts and transactions you actually have.

Because the return is only as reliable as the books under it, and fixing one without the other costs twice. When the bookkeeper and the Enrolled Agent work side by side, categories are set up the way the return needs them, questions get answered across the hall instead of by email chains, and the year closes without a scramble. The IRS puts it simply: good records help you "monitor the progress of your business, prepare your financial statements," and support what you report (IRS recordkeeping).

Then the first job is to catch up. The firm has said it for years: if you own a small business and haven't kept up your bookkeeping, it can help. The missing months are rebuilt from bank and card statements, the return is prepared on those figures, and you leave with a simple system for next year. The full process is on the catch-up bookkeeping page. If the late books also mean late returns, see unfiled returns too.

Yes. Statements and receipts come in through the secure client portal, questions go by phone or email, and reports come back the same way. The office at 5629 FM 1960 West, Suite 221, is close to Champions, Spring, Klein, Cypress and Tomball if you prefer to bring a box of paper in person.