- 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 lot of new businesses in Katy start at a kitchen table in Cinco Ranch or in a small suite off the Grand Parkway. The first year, a box of receipts and a bank app feel like enough. Then sales pick up, a second card gets opened, and the Comptroller starts mailing due dates. We keep your books monthly or quarterly, so you always know what came in, what went out, and what you owe the state.
What Bookkeeping Problems Do You Have?
The first sign is usually a bank balance that does not match the number in your head. You moved money between accounts and lost track. Business lunches sit on a personal card. You are not sure if last quarter made money or just felt busy. When a lender or landlord asks for a profit-and-loss report, you have nothing to send.
Texas adds its own pressure. You do not file a state income tax return here, so many owners assume the state never needs their numbers. That is not true. If you sell taxable goods or services, you collect sales tax and file returns with the Comptroller on a set schedule. If you formed an LLC or corporation, you file a franchise tax report every year. Both reports pull straight from your books. When the books are behind, those filings go in late or get guessed at, and both cause trouble later.
The third sign is tax time itself. If your preparer has to rebuild twelve months from bank statements in March, you pay for that time and you risk missed deductions. Books kept during the year cost less to turn into a return than books rebuilt at the end.
Our Bookkeeping Services
Our main service is regular bookkeeping, done every month or every quarter. It has four parts. First, we reconcile each bank and credit card account. That means we line up every deposit and payment in your books against the bank statement until the two agree to the penny. Second, we keep your general ledger, the master list of every dollar that moved, with each one sorted into the right category. Third, we prepare an income statement that shows your sales, your costs and your profit for the period. Fourth, we prepare a balance sheet that shows what the business owns, what it owes and what is left for you.
The IRS small business recordkeeping guide says you should reconcile your checking account each month. That is the habit we keep for you. Each period you send your statements and any receipts we ask about, and we send back reports you can read in a few minutes.
Two related services sit under this one. If you are months or years behind, Bookkeeping Cleanup & Catch-Up in Katy works through the old statements, one month at a time, until your books are current and ready to file. If a bank, a landlord, a partner or a church board wants to see your numbers, Financial Statement Preparation in Katy turns your records into a clear income statement and balance sheet you can hand over. Many owners do a cleanup first and then move to monthly bookkeeping, so they never fall that far behind again.
Bookkeeping for Katy Homes and Businesses
Our bookkeeping is built for small operations: a contractor working out of Fulshear, a shop in Old Town Katy, a service company near the Energy Corridor, or a church that needs its giving tracked. Some clients drop statements off on Kingsland Boulevard. Many never visit and send everything online.
The franchise tax is the biggest reason clean books matter here. Every Texas LLC and corporation files a report each year by May 15. For 2026, a business with total revenue at or below 2.65 million dollars owes no franchise tax, but it still has to file a Public Information Report or Ownership Information Report. The Texas Comptroller franchise tax page lists the current threshold and rates. Your revenue figure comes from your books. If the books are wrong, the report is wrong.
Sales tax works the same way. After you get a permit, the Comptroller tells you whether to file monthly, quarterly or once a year, and Texas sales tax reports are due on the 20th of the month after each period. We keep the tax you collect in its own account. It is the state’s money, not your sales, so it belongs on the balance sheet as something you owe, not on the income statement as revenue.
Property tax is the last local wrinkle. Katy runs across Fort Bend, Harris and Waller counties, so a business with a shop in one county and a rental in another can get bills from two appraisal districts. We post each bill to the right property, so the deduction lands where it belongs on your return.
Why Choose Us for Bookkeeping
We have prepared tax returns since 1993, and we keep books with the return in mind. Your categories match the lines on your business return. Owner draws stay apart from expenses. Sales tax and payroll sit in their own accounts. The same office can keep your books, handle payroll and TWC wage reports for your staff, and prepare your federal return and franchise report, so you are not passing numbers between three firms. We are open Monday through Saturday all year, summer and fall included, and you can meet us on Kingsland Boulevard or work with us fully online.
Bookkeeping is one service offered at our Katy tax office on Kingsland Boulevard.
Our Bookkeeping Services
Bookkeeping Cleanup & Catch-Up
We rebuild missing months or years, one statement at a time, until your books are current and ready to file.
Financial Statement Preparation
An income statement and balance sheet built from your books, ready for a lender, landlord or board.
Common Questions
Do I need a bookkeeper if Texas has no state income tax?
In most cases, yes. You still file a federal return, and an LLC or corporation still files a Texas franchise report each May. If you sell taxable items, you file sales tax reports too. All of those start from your books.
Can I enter my own transactions and have you finish the books?
Yes. Some owners enter their own transactions and send us the file and bank statements each month or quarter. We reconcile the accounts, fix what is off and prepare the reports.
What happens to the sales tax I collect?
It belongs to the state until you send it in. We record it as money you owe, not as income, and the total on your books should match what you report to the Comptroller for the same period.