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SRC Bookkeeping & Tax
We're a bookkeeping and tax practice in The Woodlands, working with small businesses across Greater Houston.
Our Services
Monthly bookkeeping with flat-rate pricing. Catch-up work for books that are months or years behind. Business and personal tax returns. Bill payment and invoicing. QuickBooks Online setup and training. Payroll system setup. 1099 preparation for contractors and vendors.
Who We Work With
Contractors, skilled trades, restaurants, retail shops, e-commerce sellers, salons, auto shops, manufacturers, nonprofits, and farms across The Woodlands and Greater Houston. If you're a small business that needs dependable financial support, we can help.
What Happens Next
Fill out the form and we'll reach out within one business day. We'll have a short conversation about your business and what you need, then give you a clear idea of our pricing.
Reach Out Today. We Respond Quickly.
10 Years Experience • QuickBooks Expertise • Based in The Woodlands
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You Can Also Call or Text: (515) 314-1416
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.
Common Questions
Answers to the questions we hear most often.
How much does it cost?
Monthly bookkeeping starts at $199 depending on expense volume. Personal tax returns start at $199 depending on the number of schedules involved. Business tax returns and other services are priced by project. We'll give you an exact number after learning about your situation.
My books are behind. Can you catch them up?
Yes. We do catch-up bookkeeping to get everything current and accurate. Pricing depends on how far behind you are and how much cleanup is involved. We'll give you a timeline and cost after reviewing your records.
Do you file taxes?
Yes. We prepare both business and personal tax returns. We also handle 1099 preparation for contractors and vendors at year-end.
Is there a contract?
No long-term contract. Month-to-month service. You can cancel anytime.
How do I send you documents?
We'll set you up with a secure way to share files. You can also email documents if that's easier for you.
Do we need to meet in person?
Not required. Most work happens remotely. If you prefer to meet in person, we're based in The Woodlands and happy to do that.
Do I need QuickBooks?
We work with QuickBooks Online. If you don't have it set up yet, we can handle that for you. QuickBooks setup and training is a separate service starting at $399.
What do I need to do each month?
Send us bank statements and receipts. Answer questions if something looks unclear. That's about it. Most clients spend 15 minutes or less each month on their end.
Do you handle payroll?
We offer payroll system setup and training. We'll configure your payroll system and teach you how to run it yourself. If you need full payroll processing handled for you, we can recommend a reliable provider.
How quickly will you respond?
We respond to messages within one business day. If something is urgent, call or text directly.
How soon can you start?
Usually within a week of our first conversation. If your books need cleanup, we start there. If they're current, we move straight into monthly service.
Do you work with construction companies?
Yes. We work with general contractors, home builders, remodelers, and skilled trades. We also offer construction job costing to track labor, materials, and subcontractor costs by project so you can see what's actually profitable.
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.