Small Business Bookkeeping and Tax Services for the Greater Houston Area
Bookkeeping, business tax preparation, and financial advisory services. Locally owned and operated by Shane Christenson, based in The Woodlands and serving small business owners across Greater Houston.
Accounting & Finance Expertise • QuickBooks Professional
Sound Familiar?
Most new clients reach out when one of these situations hits a tipping point.
Months Behind on the Books
You meant to stay on top of it. Now there's a backlog of bank statements and transactions waiting to be categorized. We specialize in bookkeeping cleanup and catch-up services. We get you current and keep you there going forward.
Tax Season Keeps Catching You Off Guard
Every year feels like a scramble. You're not sure what you owe, whether you're missing deductions, or if the numbers are even right. We handle business tax preparation and keep your records organized so tax time is straightforward.
No Real Picture of Cash Flow
Money comes in, money goes out, but the details are fuzzy. You're not sure what you actually made last month. Monthly bookkeeping gives you real visibility into where you stand and where the money is going.
QuickBooks Became a Mess
You set it up yourself when you started. Now there are uncategorized transactions, accounts that don't make sense, and reports you can't trust. We clean it up and show you how to use it properly, or help you start fresh.
1099s and Contractor Records
You hired subcontractors or paid vendors throughout the year. Now it's January and you need to issue 1099s. We help you track vendor payments and prepare the forms correctly and on time.
Making Decisions Without Good Numbers
Should you hire someone? Can you afford new equipment? Is that product line worth keeping? These questions have answers, but only if your books are accurate and current. We give you numbers you can actually use.
Why Work With Us
Your financial records deserve attention from someone who understands both the numbers and what it takes to run a small business.
Accounting & Finance Background
Shane earned his degree from Iowa State in 2015. His experience spans banking, public accounting, audit work, and nonprofit accounting.
The Woodlands Based
We're local to The Woodlands and serve business owners throughout Greater Houston. You'll communicate directly with Shane, not a call center or overseas team.
Small Business Roots
Shane grew up in an entrepreneurial farming family in Iowa and handled bookkeeping for the family operation. He knows what it's like to run a business firsthand.
Bookkeeping & Tax
We handle both your monthly books and your tax returns. Everything stays connected and organized. Tax season becomes a simple handoff, not a scramble for records.
Our Services
Bookkeeping, tax preparation, and financial advisory. We tailor our support to fit what your business actually needs.
Full-Service Bookkeeping
We handle transaction categorization, bank and credit card reconciliations, and financial reporting so your books stay accurate and current every month.
Catch-Up Bookkeeping
Cleaning up and bringing current past months or years of bookkeeping. We sort through backlogged transactions, correct errors, and rebuild accurate records so you can move forward with confidence.
Bill Payment
We manage your accounts payable so bills get paid on time. Invoices are tracked, payments are scheduled, and every transaction is recorded in your books.
Invoicing
We handle your accounts receivable so invoices go out on time and payments get tracked. You focus on the work.
Payroll System Setup & Training
One-time payroll system configuration with hands-on training so you can run payroll yourself. We set up the software correctly from the start and show you exactly how to use it.
1099 Preparation
When you pay contractors and vendors over $600, the IRS expects a 1099. We handle the preparation and filing so you stay compliant.
QuickBooks Online Setup & Training
Get QuickBooks Online configured correctly for your business from the start. We handle the setup work and train you to manage your books confidently on your own.
Business Tax Returns
Annual federal and state business tax return preparation with all required schedules. We handle the forms and calculations so your business meets its filing obligations accurately.
Personal Tax Returns
Individual federal and state tax return preparation covering all income sources, deductions, and credits. Straightforward pricing with no surprises.
External Controller
Oversight and review for businesses with in-house bookkeeping. A second set of eyes to verify accuracy and provide the financial analysis your internal team may not have capacity for.
Budgeting & Cash Flow Forecasting
Plan ahead with realistic budgets and cash flow projections. Know when money will be tight before it becomes a problem.
Financial Strategy
Turning your financial data into guidance for business decisions. We analyze your numbers to help you understand what's working, what's not, and where the opportunities are.
Fractional CFO
Part-time CFO-level financial leadership for growing businesses. Cash flow forecasting, financial analysis, and strategic planning without the cost of a full-time hire.
Construction Job Costing
Track labor, materials, and subcontractor costs by project. Know which jobs actually make money and which ones don't.
Inventory Accounting
Tracking materials, supplies, and inventory items with proper counts and valuations. We establish methods for counting, valuing, and reporting so your books reflect what is actually on your shelves.
Industries We Work With
A contractor's books look different from a salon's. We take time to understand your industry and the patterns that show up in your financials.
Construction & Contractors
Construction & Property Services
Job costing shows which projects make money. We track labor, materials, and subs so you can bid with real numbers instead of guesswork.
Skilled Trades
Construction & Property Services
You know how to run wire, fix pipes, and keep systems working. The books shouldn't be what breaks.
Home & Property Services
Construction & Property Services
From monthly pool routes to one-time roofing jobs, we track costs at the project level so you can price with confidence and capture every deduction.
Auto Shops
Automotive
Parts inventory and labor tracked per repair order. Shop management software reconciled to your books.
Manufacturers
Industrial
Inventory accounting and product costing for manufacturers. We track materials through production so you know true costs and can price accurately.
Real Estate / Lessors
Real Estate
Each property is its own P&L. We track income, expenses, and depreciation by property so you know which investments are actually performing.
Liquor Stores and Smoke Shops
Retail & Commerce
Cash-heavy retail with high-value inventory and thin margins. We reconcile your registers, track shrinkage, and make sure you know what you're actually keeping.
Restaurants & Bars
Food & Hospitality
3-5% margins leave no room for guessing. We track food cost, labor cost, and daily sales so you see where the money goes.
Retail Shops
Retail & Commerce
Inventory tracking, shrinkage monitoring, and accurate COGS calculations so you understand your true product margins.
E-commerce
Retail & Commerce
Amazon sellers, Shopify stores, dropshipping businesses, and DTC brands dealing with platform fees, inventory, and multi-channel complexity.
Salons & Spas
Personal Care
Booth renters, employees, tips, and product sales create bookkeeping complexity. We track it all so you can focus on your clients.
Farms
Agriculture
Income arrives with the harvest. Expenses show up year-round. Farm bookkeeping needs someone who understands the rhythm.
Nonprofits
Community Organizations
Restricted funds must stay restricted. We track donor designations, prepare Form 990 filings, and keep books audit-ready. We have direct experience working in nonprofit accounting.
10
Years in Accounting
100%
Houston Area Focused
Family
Business Background
Greater Houston's Small Business Bookkeeping Partner
The Next Step:
A Quick Conversation
Tell us about your business and what you need help with. We'll listen, ask a few questions, and give you a straightforward quote.