Monthly Bookkeeping for Houston Service Businesses

Monthly bookkeeping includes organizing your business transactions, reconciling bank and credit-card accounts, and preparing a Profit & Loss statement and Balance Sheet. We review the records for missing information, unclear transactions, and balances that need attention, then provide a list of open questions so you know what we need from you to complete the month.

The scope depends on your agreed service level and the condition of your records. You provide statements, supporting documents, and timely answers; we use that information to keep the books organized and identify items that remain unresolved. Tax preparation and planning, payroll processing or filings, and cleanup of prior periods are scoped separately. Any additional work is discussed and agreed before it is added to your engagement.

We start with an Accounting Review to understand your transaction volume, account complexity, reporting needs, and any prior-period cleanup. We then define a fixed recurring fee for the agreed monthly scope. Cleanup and other services are priced separately.

Yes. Estrada Tax & Accounting works with Houston-area contractors and trades. Monthly bookkeeping can help organize business transactions and review job or project figures when the source records support that reporting. We confirm the needed detail during the Accounting Review.