Bookkeeping and tax services for small businesses in The Woodlands and Greater Houston area.

Call or Text: (515) 314-1416

Bookkeeping & Tax Services for Montgomery County Businesses

Bookkeeping and tax services for Montgomery County businesses. Based in The Woodlands, serving Conroe, Magnolia, Willis, and surrounding areas.

Bookkeeping and Tax Services for Montgomery County

We’re based in The Woodlands, which means Montgomery County is home. Not a service area we added to a website to show up in search results. Our small business bookkeeping and tax services in The Woodlands extend throughout the county because we’re already here and we understand what local businesses deal with.

Montgomery County has grown fast over the past decade. New businesses opening in Conroe and Magnolia. Contractors building homes from Willis to Shenandoah. Lake Conroe bringing seasonal traffic. All of it creates demand for bookkeeping that stays current and tax preparation that gets done right. That’s what we do.

Monthly Bookkeeping

Transaction categorization, bank and credit card reconciliation, monthly close. Financial statements that show you where the business stands instead of a bank balance you hope is accurate.

Tax Preparation

Business and personal tax returns filed correctly with books that have been maintained all year. Quarterly estimates when you need them so April doesn’t bring surprises.

Catch-Up Bookkeeping

Books that haven’t been touched in months or years. We sort through bank statements, reconstruct what’s missing, and deliver clean records you can work from going forward.

Payroll Setup and Training

Getting payroll systems configured correctly with training so you can run it yourself. Tax deposits, filings, and year-end forms set up properly from the start.

Montgomery County Businesses We Work With

The county has a mix of businesses that reflects its growth. Construction and contractors are everywhere because people keep moving here. Lake Conroe supports restaurants, marinas, and vacation rentals. The Woodlands has professional services and retail. Conroe has manufacturing and distribution. Outer areas still have agriculture and ranching. What these businesses share is that they need accurate books but can’t justify a full-time bookkeeper.

Most clients come to us because they fell behind. Running the business took priority over updating QuickBooks. Tax season became stressful because records were incomplete. They know the books need attention but don’t have time to fix it themselves. We take that problem off their plate.

Construction and Trades

General contractors, home builders, HVAC, plumbing, electrical, roofing. Montgomery County’s growth keeps these businesses busy. We track costs by job so you know which projects make money and can bid accurately on the next one.

Lake Conroe Businesses

Restaurants, bars, marinas, rental properties, service businesses that get busier when the lake is busy. Seasonal revenue patterns that need bookkeeping structured around how your business actually operates.

Healthcare and Professional Services

Medical practices, dental offices, consultants, agencies. Businesses where the owner is busy with clients and patients all day and the books keep slipping to the bottom of the list.

Retail and Service Businesses

Salons, shops, restaurants, auto repair, property services. Full-service bookkeeping that handles the financial recordkeeping so you can focus on customers instead of categorizing transactions.

Common Questions

You're in The Woodlands. Do you serve all of Montgomery County?

Yes. The Woodlands is in Montgomery County, so this is home territory. We work with businesses in Conroe, Magnolia, Willis, New Caney, Montgomery, and throughout the county.

What does monthly bookkeeping cost?

Starting at $199 per month based on your expense volume. We'll give you an exact quote after learning about your business.

Can we meet in person?

Absolutely. We're local so meeting in person is easy. Most clients find that remote works fine once things are running, but we're here when you want face-to-face.

My books are months behind. Can you fix that?

Yes. Catch-up bookkeeping is a normal starting point for us. We get everything current and organized, then move to monthly service to keep it that way.

Do you handle both business and personal taxes?

Yes. Business returns for LLCs, S-corps, partnerships, and sole proprietors. Personal returns including Schedule C, rental income, and other self-employment situations.

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.

SRC Bookkeeping & Tax is a Woodlands-based bookkeeping and tax practice serving small businesses across Greater Houston. Founded by Shane Christenson with experience in banking, public accounting, and nonprofit finance. We help business owners keep their records organized and their taxes handled.

Location

29349 Sycamore Cave Ln, The Woodlands, TX 77386

© 2026 SRC Bookkeeping & Tax, LLC