- Serving Taxpayers Since 1993
- File In Person or Fully Virtual
- Year-Round Help, Not Just Tax Season
- Nonprofit & Church Specialists
- Flexible Refund & Payment Options
A new LLC in Katy can go from a business plan to its first customer in a few weeks. The books often get set up last, in a hurry, with categories nobody thought through. A year later, the franchise report and the sales tax returns are pulling numbers from a system that was never built for them. We build the books for Katy companies, churches and charities before the rush, so each sale, bill and gift has a place to go from the first week.
When You Need Accounting System Setup
Most owners call us at a starting line. You just filed your Certificate of Formation or got your EIN. A church plant is opening its first bank account. You moved a business to Texas and your old books are full of another state’s tax accounts. Or you just finished a cleanup and want a system that keeps you from falling behind again.
A spreadsheet can carry a very small business for a while. It usually stops working once you add a sales tax permit, a second bank account or your first employee. Each one is another place for numbers to go missing.
Our Accounting System Setup Process
First we ask a few plain questions. Who pays you, and how? Which bills come every month? Who signs checks or swipes the company card? The answers shape your chart of accounts, the categories each dollar gets sorted into, and we line those categories up with your federal return. The file itself lives in QuickBooks Online or QuickBooks Desktop, your pick.
Texas needs a few accounts of its own. Sales tax you collect is the state’s money, so it gets its own account as something you owe instead of landing in sales. The Texas Comptroller’s sales tax page explains who has to collect it and how often to file. Revenue is tracked so it feeds the yearly franchise report without a second count. Churches and nonprofits get a fund for each restricted gift, so the building fund never pays the light bill. Employers get wage and payroll tax accounts from the start.
Last, we link your bank and card feeds and agree on where receipts get saved. From there, some owners run the books on their own and others send them to us monthly. Either way, you can call with questions.
Moving Your Books to Texas
Owners who move a business to Katy from California, Illinois or Louisiana often bring books full of that state’s income tax and payroll accounts. Those lines do not fit a Texas business, but the history behind them still matters for the returns you filed there. We close out the old accounts at a clean date and start the Texas ones, so your past years still match what you filed and your first Texas year starts clean.
Accounting System Setup Cost in Katy
Price tracks how much there is to build. A solo LLC with a single checking account sets up fast. Several bank accounts, a sales tax permit, employees, or years of old records to carry over all add time, and so does a ministry with many restricted funds. You get the fee before we begin.
Why Choose Us for Accounting System Setup
We have prepared tax returns since 1993, so the categories we set up match the forms you file each year, federal and Texas. We have set up accounting systems for churches and nonprofits for years, and we keep them simple enough for a volunteer treasurer. Stop by Kingsland Boulevard near the Grand Parkway, or handle it all from home.
Once it is running, bookkeeping and reconciliation for Katy businesses picks up from there.
Common Questions
Can you set up books for a church plant?
Yes. A new church can start with a short list of accounts, a fund for each restricted gift, and a simple routine for recording each week's giving. The system grows as the church adds staff and property.
I already started in QuickBooks. Do I have to start over?
Usually not. We look at what you have, fix the chart of accounts and the entries that landed in the wrong place, and keep your history.